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coppel What SFC functionality should be used to generate a file containing opportunity information?
Can someone please direct me in the right direction to automatically generate a file when an opportunity stage is marked as closed. I would like the file to contain general opportunity information plus products and partnerships related to that opportunity.
Thanks for any help,
coppel
You can set up work-flow rules that can trigger as opportunity stages change.
You could use one of these to send an email and populate its contents with information that you want. The email could be sent to a captive account, then use any number of email bound / POP3 solutions to process it.
Alternatively you could write a "watcher" service integrated using the API which periodically checks for updated opportunities of a certain stage and writes out a file.
Gareth.