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 edited” as Start the process
- Click Save
- Add our Criteria – Stage = “Closed Won”
- Above screen we can add more conditions as per our requirements. e.g. Amount >= $10,000 etc.
- We need to update Account object field.
- Select Immediate Actions as “Update Records”
- Write name “Update Account Type“
- Select Record Type “Account ID“
- Above screen we can also select related object of opportunity.
- Now we can update “Account Type” as “Customer“
- Above screen we can add multiple fields and it’s values.
- Click Save
