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Any one please help solving Task(Check box)
Please help me to solve this task as it is very important for me ,but unfortunitly i do not know what to do and how to do . Help plese
When a new opportunity is created (by converting a lead or manually)
then check the box for the field called "active opportunity" in the Accounts object.
at the same time, uncheck the field called "active lead" if its checked.
When a new opportunity is created (by converting a lead or manually)
then check the box for the field called "active opportunity" in the Accounts object.
at the same time, uncheck the field called "active lead" if its checked.
With either approach, you will create the process/workflow off of the Opportunity object on create, then use the cross-object field update to set your checkboxes on the Account object.
You can address this scenario by creating a Workflow Rule with:
Evaluation criteria: 'Evaluate the rule when a record is created'
Rule criteria: '(Account: Active OpportunityEQUALSFalse) OR (Account: Active leadEQUALSTrue)'
and two field updates: 1 for updating Active Opportunity to True and the other for updating Active Lead to False.