I am facing a problem, as the situation is whenever any user update these fields, which is under Opportunity Object:
Lock in Period(Picklist)
Lock in Expiry Date(Date)
Agreement Renewal Date(Date)
Agreement Effective Date(Date)
So, the value os these fields get copied for same fields under Account object also, not any other fields, these fields only.
I have tried to map the Fields from Lead to Account and Opportunity, but didn't work.
Can anybody suggest me, how I can solve this scenario??
Any suggestion would be appreciable!!
Thanks in Advance!!
28 个回答
Please use a process builder.
Write your process builder on the opportunity, check if any change is done on any of the above fields then Update the Account record with the same value.
Please let me know if this is bi-directional i.e. when the value is updated on account it needs to be reflected on the opportunity and when updated on opportunity it needs to be updated on the Account.
Best Regards
Nisar Ahmed
