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SandrineSandrine 

Update field on Account based on change in opportunity

Hello,

I want to update a field on a Account to true when the satus of opportunity is changed to Won.

How can i be able to achieve with Procssbuilder or workflow

thank you for suggestion
Best Answer chosen by Sandrine
Nubes Elite Technologies Pvt. LtdNubes Elite Technologies Pvt. Ltd
Hi Sandrlne,

You can achieve this by any of these (WF/PB - Field Update) depending upon your requirement.
But I recommand you to use WF when you need to update the same object's field and PB when you need to update the child or parent object's field.

Thank You,
www.nubeselite.com
Development | Training | Consulting

Please mark this as solution if your problem is solved.

All Answers

Nubes Elite Technologies Pvt. LtdNubes Elite Technologies Pvt. Ltd
Hi Sandrlne,

You can achieve this by any of these (WF/PB - Field Update) depending upon your requirement.
But I recommand you to use WF when you need to update the same object's field and PB when you need to update the child or parent object's field.

Thank You,
www.nubeselite.com
Development | Training | Consulting

Please mark this as solution if your problem is solved.
This was selected as the best answer
Maharajan CMaharajan C
Hi Sandrine,

By using workflow Field update you can achieve this:

Please use the url for your reference:
https://www.arkusinc.com/archive/2012/cross-object-workflow-in-salesforce.com

In the evaluation criteria change as :  created, and any time it's edited to subsequently meet criteria.

In Field update choose the  Account Field and set the value to true.

Thanks,
Maharajan.C
 
Ajay K DubediAjay K Dubedi
Hi Sandrine,

You can use Workflow + Field Update to update the field on the Account object, using the field update on a Stage field, you can only update to a specific value or one above or below the picklist options, so you have to create a multiple workflow rules to update the status field on the Account based on the Opportunity Stage
In this instance you will create 4 different workflow rules, one each to update the Stage
Setup - Create - Workflows - New - Account Object
Evaluation Criteria: Created
Rule Criteria: Criteria are met
Opportunity:Stage equals Closed WOn
Save&Next
Select Field Update under Immediate Actions
Field to Update: Account Status
Select a specific value and Select Active.
Save, Done and Activate.

Create a seprate workflow rules for each status field

I hope you find the above solution helpful. If it does, please mark as Best Answer to help others too.

Thanks and Regards,
Ajay Dubedi
www.ajaydubedi.com