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How to create an automated activity for whoever is listed in the primary sales rep field when the stage picklist has the value "Closed/Won"
Hi,
I have a custom object.I have two fields, SIB Sales Rep(Contact lookup field) and stage(picklist).I want to create an automated activity for the person listed in the "Primary Sales Rep" field when the stage picklist has a value "Closed/ Won".I know this can be done by writing apex trigger.However, I am new to apex code.If somebody could help me with the code, that would be great.
Thanks
I have a custom object.I have two fields, SIB Sales Rep(Contact lookup field) and stage(picklist).I want to create an automated activity for the person listed in the "Primary Sales Rep" field when the stage picklist has a value "Closed/ Won".I know this can be done by writing apex trigger.However, I am new to apex code.If somebody could help me with the code, that would be great.
Thanks
You can create a thought process builder. Please see here below similar one
Thanks for replying back.And my bad.SIB Sales Rep is a user lookup field.I wrote a process builder but it does not seem to work.
Assigned to ID Has value
[LED Lighting_Opportunity__c].SIB_Sales_Rep__c.Id
Let me know what am I doing wrong.