Automate a field on Account based on Opportunity stage and product

Question

Hi,

I am fairly new to salesforce. Here is my requirement:

Create a new field on Account called Edition with somepiclist values. The edition field has to be automatically populated based on Opportunity stage(closed won) and product(from a list of products). What can be done to automate this? I see that products is a related list on opportunity from where we can add a new product to that particular opportunity.

Can someone help me with this please?

Thanks

Jigar Shah · Answer

Pooja,

You could accomplish this using Prcoess Builder or an Apex Trigger. Refer the Apex Developer Guide (https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_dev_guide.htm) and the Process Builder guide (https://developer.salesforce.com/page/Lightning_Process_Builder) to further understand how this can be accomplished.

Please do not forget to mark this thread as SOLVED and the asnwer as the BEST ANSWER if it helps resolve your issue.

Automate a field on Account based on Opportunity stage and product

Formulas

相关学习

更多帮助