i m new in salesforce its difficult for me i want create a account then opportunity create automatic and when i update a opportunity time to time the last opportunity amount add in updated opportunity..... help about it????

April 25, 2017
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Best Answer chosen by JAGJOT SINGH

Harshit Garg 6
HI Jagjot,

Through process builder, You can create automatic opportunity when creating an account and second part related to the amount you can achieve through the workflow.

Below is the steps-

Process builder-

Create a process builder on the account.
Step-1

Step-2

Step-3

Workflow Rule
Please make the workflow rule on the opportunity.

Step-1

After saving click on the field update

Step-2

Please follow the above screenshot.

For my understanding, if I am not wrong..Firstly I have created the account and then opportunity automatically created with the amount like 300$. and then you update that opportunity 200$ more and save after saving you amount would 500$.

I am right like same you want...

Thanks,
Harshit Garg

April 26, 2017
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This was selected as the best answer

Harshit Garg 6
HI Jagjot,

If that solution is helpfull for you..Please choose my ans as the best ans.

Thanks,
Harshit Garg

April 27, 2017
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JAGJOT SINGH
HI Harshit Garg,

Thanks,
Jagjot

April 27, 2017
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i m new in salesforce its difficult for me i want create a account then opportunity create automatic and when i update a opportunity time to time the last opportunity amount add in updated opportunity..... help about it????

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