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Category: Process Builder

Active Process Builder

How to update Customer Status using Process Builder ?

23/10/201726/01/2018 Divyesh Ardeshana

Customer Status: When opportunity stage closed won means this is our “Current Customer” from Prospect Customer. Let’s create process builder for this requirement. Click Setup Home Click Process Automation Click Process Builder Click Save Select “Opportunity” object Select “when a record is created or READ MORE

Accounts, Process BuilderProcess BuilderLeave a comment
Rating Process Builder

How to configure Opportunity Rating using Process Builder?

28/01/201723/03/2018 Divyesh Ardeshana

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 READ MORE

Lightning Experience, Opportunities, Process BuilderLighting Experience, Process BuilderLeave a comment

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