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Alfredo Vitale 7Alfredo Vitale 7 

Create record with Process Builder

Hi all,

I need to create an Opportunity when an Account picklist field is set on a specific value.

Let's call this picklist field: "Interest in our company"

When "Interest in our company" changes to " Yes " I need a process builder to create an Opportunity.

Have set this criteris in my process builder but the Opportunity is not created.

What am I doing wrong?

Kind regards,
Alfredo

Best Answer chosen by Alfredo Vitale 7
CloudalyzeCloudalyze
Hi Alfredo,

please fallow the bellow steps,

User-added image
 
set your account picklist field in criteria 
 
User-added image

 
Now in action select create record and fallow the screen shot 
 
User-added image

Do let us know....

 

All Answers

Saravana Muthu 8Saravana Muthu 8
Hi, 

Do you get any error while saving the account record with 'Yes' in picklist value? 
 
In the meantime, could you please share the process builder criteria and actions you have used on the process builder?

Thanks,
Sarav
Sweet Potato Tec 
GovindarajGovindaraj
Hi Alfredo,

We believe that you activated the Process Builder :)

Thanks,
Govindaraj.S
CloudalyzeCloudalyze
Hi Alfredo,

please fallow the bellow steps,

User-added image
 
set your account picklist field in criteria 
 
User-added image

 
Now in action select create record and fallow the screen shot 
 
User-added image

Do let us know....

 
This was selected as the best answer
Alfredo Vitale 7Alfredo Vitale 7

Hi everyone,

I was able to solve the issue!

Thank you everyone for your help!

Best regards,
Alfredo