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Edgars Andzs When changing opportunity probability from 75% to 100%, automatically changes business date
Hi! I have a problem - when I change the opportunity probability from 75% to 100%, automatically changes business date. Up to now everything was okay - the business date stayed the same as it supposed to be. Can anyone help me with this?
Write a workflow rule on Opportunity as below
Opportunity: Probability (%) EQUALS 100
then it will update a fields(i.e. Business Date) based on your requirement
Hope this hepls
Regards,
Ganesh
Thank You for your advice. I am new to Salesforce, so I watched some tutorials, how to make a workflow rule. Unfortunately, I don't see "Workflow rule" in my menu. Is it because of some rights missing or something? Thank You in advance
If you are not able to find the workflow rule, then use "Process Builder" instead.
Regards,
Ganesh Hembram