How to configure Opportunity Rating using Process Builder?

Opportunity Rating : Ones you enter / update / modify opportunity’s amount your Opportunity Rating will update automatically using Process Builder.

Advantages for Opportunity Rating :

  • Easy to follow up
  • Arrange meeting
  • Follow up key opportunities
  • Rating wise reports

Let’s create Opportunity Rating. First create Field ( Rating ) and below are the steps.

  • Click Setup Home
  • Click Objects and Fields
  • Click Object Manager
  • Click Opportunity
  • Click New Field
  • Select Date Type Picklist
  • Name Rating
  • Value : Cold, Warm and Hot

Below are the steps to create Process Builder for Opportunity Rating.

  • Click Setup Home
  • Click Process Automation
  • Click Process Builder

Opportunity Rating

  • Above image we have to write name as well as Description of Process Builder.

Select Object

  • Here we can see Opportunity Object we selected already.
  • Below are our criteria
    • Amount < $1,000 then Rating = Cold
    • Amount > $1,001 or Amount < $10,000 = Warm
    • Amount  > $10,001 = Hot

Add Criteria

  • Above screen we applied condition Amount < $1,000.

Immediate Action

  • Above screen we added action type is “Update Records” and Field “Rating” value with “Cold“.

Rating Process Builder

  • We added below conditions in above process builder.
    • Amount < $1,000 then Rating = Cold
    • Amount > $1,001 or Amount < $10,000 = Warm
    • Amount  > $10,001 = Hot
  • After add all conditions we can click “Activate” process builder. Same way we can add conditions as per our requirements.
  • Exercise : Create process builder for Opportunity and below are condition.
    • Stage = Prospecting or Needs Analysis 
    • Rating = Cold
    • Stage = Value Proposition or Perception Analysis
    • Rating = Warm
    • Stage =Proposal/Price Quote or Negotiation/Review
    • Rating = Hot

Video