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Freya Feigenspan
Process builder - Opportunity stage and Account type
Looking for the best way to build an automated process so when an opportunity is pushed to Closed Won, this automatically changes the account type to Customer. So far, we have the below:
Any feedback/help would be greatly appreciated.
Any feedback/help would be greatly appreciated.
Yes the implementation looks good, but the process builder will excute the action every time the Opportunity is updated and Stage is 'Closed Won'. I think the action should run only when the stage is changed. for that you can add additional condition of stageName.IsChanged = true.
Hope this helps.
All Answers
Yes the implementation looks good, but the process builder will excute the action every time the Opportunity is updated and Stage is 'Closed Won'. I think the action should run only when the stage is changed. for that you can add additional condition of stageName.IsChanged = true.
Hope this helps.
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