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Mitch Mitchell 7 Defaults to Opportunity, "Customize How Records Get Approved with Approvals" trail
I'm having problems with the "Customize How Records Get Approved with Approvals" trail.
After following the proper setup, when I go to add in the field updates, the Object defaults to Opportunity, and my choices for type are "Existing customer" variants.
I have added the two options in the accounts-type dropdown, and have followed the trailhead tutorials found on the forums up until this part.
How do I switch the object from Opportunity to Account?
After following the proper setup, when I go to add in the field updates, the Object defaults to Opportunity, and my choices for type are "Existing customer" variants.
I have added the two options in the accounts-type dropdown, and have followed the trailhead tutorials found on the forums up until this part.
How do I switch the object from Opportunity to Account?
If you are trying to change account in approval process, then it is not possible. you need to clone/ create new Approval process in account object.
Thanks,
Ram