i m new in salesforce its difficult for me i want create a account then opportunity create automatic and when i update a opportunity time to time the last opportunity amount add in updated opportunity..... help about it????
Through process builder, You can create automatic opportunity when creating an account and second part related to the amount you can achieve through the workflow.
Below is the steps-
Process builder-
Create a process builder on the account. Step-1
Step-2
Step-3
Workflow Rule Please make the workflow rule on the opportunity.
Step-1
After saving click on the field update
Step-2
Please follow the above screenshot.
For my understanding, if I am not wrong..Firstly I have created the account and then opportunity automatically created with the amount like 300$. and then you update that opportunity 200$ more and save after saving you amount would 500$.
Through process builder, You can create automatic opportunity when creating an account and second part related to the amount you can achieve through the workflow.
Below is the steps-
Process builder-
Create a process builder on the account. Step-1
Step-2
Step-3
Workflow Rule Please make the workflow rule on the opportunity.
Step-1
After saving click on the field update
Step-2
Please follow the above screenshot.
For my understanding, if I am not wrong..Firstly I have created the account and then opportunity automatically created with the amount like 300$. and then you update that opportunity 200$ more and save after saving you amount would 500$.
Through process builder, You can create automatic opportunity when creating an account and second part related to the amount you can achieve through the workflow.
Below is the steps-
Process builder-
Create a process builder on the account.
Step-1
Step-2
Step-3
Workflow Rule
Please make the workflow rule on the opportunity.
Step-1
After saving click on the field update
Step-2
Please follow the above screenshot.
For my understanding, if I am not wrong..Firstly I have created the account and then opportunity automatically created with the amount like 300$. and then you update that opportunity 200$ more and save after saving you amount would 500$.
I am right like same you want...
Thanks,
Harshit Garg
All Answers
Through process builder, You can create automatic opportunity when creating an account and second part related to the amount you can achieve through the workflow.
Below is the steps-
Process builder-
Create a process builder on the account.
Step-1
Step-2
Step-3
Workflow Rule
Please make the workflow rule on the opportunity.
Step-1
After saving click on the field update
Step-2
Please follow the above screenshot.
For my understanding, if I am not wrong..Firstly I have created the account and then opportunity automatically created with the amount like 300$. and then you update that opportunity 200$ more and save after saving you amount would 500$.
I am right like same you want...
Thanks,
Harshit Garg
If that solution is helpfull for you..Please choose my ans as the best ans.
Thanks,
Harshit Garg
Thanks,
Jagjot