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Padmaja Identify first Case on Opportunity
There is a lookup field to opportunity on case.I want to Identify First case created with a specific criteria on Opportunity without updating any opportunity or without writing any automation on Opportunity. I am supposed to write the automation(except trigger) only on Case object.
Can anyone help me with this.
Can anyone help me with this.
I think you could use After insert Flow here
1. you would need to trigger the flow on after case insert
2. then query the count of cases on the opportunity(case. Opportunity)
3. then check your criteria on the opportunity
4. if the criteria matches and count is 1 then you have met your first case.
you could also use it before insert flow with a slight tweak if you need to update the case.
Thanks,
Please mark the answer if it meets your requirement.