When a case is saved and case.tier = “6 - Tech Lead”
First, see if there are any opportunities of record type “Professional Service Change Order” already associated with this case through the Originating Case field on an opportunity, if so, stop. We do not want to create another Change Order opportunity.
If no other “Professional Service Change Order” opportunities are associated with this case, then make a new opportunity using the following field settings:
Opportunity Record Type: Professional Service Change Order Opportunity Name: {account name} - {case subject} Close Date: {today + 30} Amount: leave this blank Stage = “Change Order Create” Change Order Requested = today() Opportunity Owner = case.account_name.owner (the account owner of the account associated with the case) Opportunity.Originating_Case (new field, please create this), populate with the originating case
Do you want to create an opportunity record when case is escalated? What all details you want to populate in opportunity? Please elaborate.
Thanks,
Pratik
When a case is saved and case.tier = “6 - Tech Lead”
First, see if there are any opportunities of record type “Professional Service Change Order” already associated with this case through the Originating Case field on an opportunity, if so, stop. We do not want to create another Change Order opportunity.
If no other “Professional Service Change Order” opportunities are associated with this case, then make a new opportunity using the following field settings:
Opportunity Record Type: Professional Service Change Order
Opportunity Name: {account name} - {case subject}
Close Date: {today + 30}
Amount: leave this blank
Stage = “Change Order Create”
Change Order Requested = today()
Opportunity Owner = case.account_name.owner (the account owner of the account associated with the case)
Opportunity.Originating_Case (new field, please create this), populate with the originating case
please help me........