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GoJoyGoJoy 

Tracking Opportunity "Stage" Movement

I would like to track opportunity stage movement from 2 | 3 | 4 | 5 |  6 or 7 but not closed won or closed lost.
When it happens, i would like to check a box.
 
karthikeyan perumalkarthikeyan perumal
Hello Gojoy, 

you able to achive it using process builder with out writing pice of code. 
Here i would like to post the sample of the Process Builder. 
follow the stpes to complete your automation traking  and let me know if you are facing some issue. 

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mark best ANS if it works for you. 



Thanks
karthik



 
GoJoyGoJoy
It doesn't work for me.  Is there a tutoral guide to learn about how to use a process builder?
karthikeyan perumalkarthikeyan perumal
Hello 
https://automationchampion.com/learning-process-builder/
https://trailhead.salesforce.com/en/business_process_automation/process_builder

kinld gothrough the 2 like. gives you thats how to use process builder. 

Hope this will helpfull and it use to resolve your problem
Thanks
karthik
 
GoJoyGoJoy
Thank you. I went through process builder and it didn't worked for me or maybe I am doing it incorrectly. Will you help me by giving instructions on how to use process builder with my scenario? Soo Kim
karthikeyan perumalkarthikeyan perumal
Hello Gojoy, 

let me know something need to understand from your side. 

Ex: If Opp.Stage->Updated from-> 2 to 3 

What needs to done ? field update or any other activvity

If Opp.Stage-->Updated from ->  3 to 4 

What needs to done ? field update or any other activvity

like above i need info from you side. 

Thanks
karthik
GoJoyGoJoy
I don't want to track if an opportunity is moved from 3 or 4 just starting from 2 Soo Kim
karthikeyan perumalkarthikeyan perumal
Post your screenshot for Stages Avaliable in  you Opp..
 
karthikeyan perumalkarthikeyan perumal
Hello
Follow steps

Step 1:

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Step2:
User-added image

Step3:
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Step4:
User-added image

Then save and Activate the process builder. 

Hope this will help you. 

Thanks
karthik