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chiranjeevi tavva
Auto create opportunity record whenever Account record status field has changed to Active__C
Creat Opportunity reocrd
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Hi @chiranjeevi,
To achieve this you can follo these steps:-
--> Create a Flow:
Design the Flow to create an Opportunity record. You can use the "Create Records" element in the Flow to do this.
Configure the Flow to accept inputs, such as the Account ID and any other necessary information for the Opportunity record.
Save and Activate the Flow:
After building the Flow, save it and make sure it's activated.
--> Create a Process Builder:Define the Criteria:
Set the criteria for when the Opportunity should be created. In your case, it would be when the Account's status field changes to "Active."
Select the Immediate Action:
Add an action to the Process Builder. Choose the "Flows" action type.
Configure the action to call the Flow you created in step 2 and pass the necessary inputs (e.g., Account ID).
Activate the Process Builder:
Save the Process Builder and activate it.
I hope this will help you.
Thanks!