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Becky Miller 15 Custom Button - Process Builder or Flow
I have a custom button that SELECTS a Product for the Opportunity Lines. This works great
Addition that is needed:
When the product is SELECTED and the Number of Years = 1 or greater --- I need it to populate a value that is on the Opportunity Line Number that equals the number of years. I am not sure the best way to get this to work. If the Number of Years = 0 I do not want to change the dollar value for them.
Do I need to use a Flow or Process builder?
Addition that is needed:
When the product is SELECTED and the Number of Years = 1 or greater --- I need it to populate a value that is on the Opportunity Line Number that equals the number of years. I am not sure the best way to get this to work. If the Number of Years = 0 I do not want to change the dollar value for them.
Do I need to use a Flow or Process builder?
Use process builder for this kind of use. use below example for your reference.
https://automationchampion.com/tag/update-reocrd-action-process-builder/
Hope this will helps you. let me know if you need any help.
Thanks
karthik
Skype: rajam.karthik