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Michael Winfield Process Builder/Flow: Using a Picklist value on the Oppty to stamp checkbox on Account
I have 3 checkboxes on my Account record: 'Active Software Customer', 'Active BOR Customer', and 'Active HR Customer'.
If an opportunity is closed won AND the 'Implementation Type' picklist field on the Oppty record contains 'HR', I need the Active HR Customer checkbox on the account to be stamped 'yes'.
If an opportunity is closed won AND the 'Implementation Type' picklist field on the Oppty record contains 'Software', I need the Active Software Customer checkbox on the account to be stamped 'yes'.
Is this best done through a process builder or a flow? Is anyone able to help me work through this?
If an opportunity is closed won AND the 'Implementation Type' picklist field on the Oppty record contains 'HR', I need the Active HR Customer checkbox on the account to be stamped 'yes'.
If an opportunity is closed won AND the 'Implementation Type' picklist field on the Oppty record contains 'Software', I need the Active Software Customer checkbox on the account to be stamped 'yes'.
Is this best done through a process builder or a flow? Is anyone able to help me work through this?
I will suggest for process builder
First you need to create a process builder on Opportunity Object and Add your criteria after that Click on Imidiate Action and choose related records
if you need any assistanse, Please let me know!!
Kindly mark my solution as the best answer if it helps you.
Thanks
Mukesh