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raghuramarao karanam
Scheduled Actions disappear when Opportunity is selected in Build Process
Hi All,
In my developer org, when I am trying "build process" I see that the "scheduled action" step disappears as soon as I select Opporunity object and click on Save button. This does not happen when I selected Case object.
Is there any restriction on opportunity object or do I have to set up something before I try this. Please help me.
Thank,
Raghu
In my developer org, when I am trying "build process" I see that the "scheduled action" step disappears as soon as I select Opporunity object and click on Save button. This does not happen when I selected Case object.
Is there any restriction on opportunity object or do I have to set up something before I try this. Please help me.
Thank,
Raghu
I can't think of the exact setting but there is a 'keep showing this button' checkbox. Its similar to a roll up summary needs to have the prefilled fields filled in before you can check them if that makes sense.