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HeavyIndustry Create Custom Object Record from Stage
I have a custom object called projects. We use it to monitor the projects our company performs. Projects are created when an opportunity is changed to closed won (this is currently a manual process). I want to have a project created automatically when the opportunity stage is changed to "Closed Won". Any ideas? Thanks.
One way to do this is to make a custom link which will run an S-Control which will set the Opportunity Stage to close won and then create a Project Record.
Let me know if this helps or we can think of some other solution.