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Danielle Pulley 17Danielle Pulley 17 

Create new case record using process builder

I am trying to create a process where a case is created from and opportunity. 

IF the amount field is not populated on the opportunity, create a new case. 

All help is appreciated. 
GauravGargGauravGarg
Hi Danielle,
  • Go to Setup --> Process Builder
  • Create new Process
  • Select Object as Opportunity
  • On Record Creation.
  • Add Condition: Amount == null
  • Action: Create new Record -- Case Object. 
  • Add required values and hit save. 

Related link: https://trailhead.salesforce.com/en/modules/business_process_automation/units/process_builder

Hope this helps !!!

Thanks,

Gaurav
Skype: gaurav62990