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Peter Martensen 8 Is there a way to start a Flow or Process Builder when the Opportunity Score changes?
I want to copy the Opportunity Score to a custom field that I can track with Field History Tracking. Can someone tell me how to lauch a Flow or Process Builder when the Opportunity Score changes? It doesn't work to simply use Opportunity Score ISCHANGED, I think because it is a system field.
Greetings!
Seems like the API name of the Opportunity Score is "IqScore".So,have you tried by checking the criteria something like below:
ISCHANGED(IqScore) in your process.If not,I would suggest you try this formula.I don't have enabled the Einstein Opportunity Scoring in my org but,I don't see any limitations on the score field.
Reference:https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_objects_opportunity.htm
Kindly mark it as best answer if it helps so that it can help others in the future.
Warm Regards,
Shirisha Pathuri
I am looking to solve a similar problem. Did you find a solution to this issue? If so, please share.
Thanks,
Meena
I did find a solution, but it's not very elegant and I'm constantly trying to find a better way to do this.
I created 2 custom Opportunity fields; Opportunity Score History and Temporary Opportunity Score. The Temporary Opportunity Score field is a formula field that = OpportunityScore.Score.
I use a scheduled Flow to copy the Temporary Opportunity Score to the Opportunity Score History field every night. It causes lock row errors once in a while if there are too many Opportunities that changed. I haven't written a new Flow to fix that yet. I wrote a Process Builder to copy the Temporary Opportunity Score to the Opportunity Score History field when it changes, but it doesn't fire for reasons I can't figure out.
Peter
I decided to try something after writing the last comment. I changed the Process Builder to fire if the Temporary Opportunity Score Is Changed OR if the Temporary Opportunity Score <> Opportunity Score (IqScore). Then I exported all open Opportunities and updated them all using Data Loader and the Process Builder fired. So that is a better solution. I then changed the Process Builder so that the condition is Opportunity Score History <> Opportunity Score. I'll let you know if that works. It would be great to not have the Temporary Opportunity Score field.
Peter