function readOnly(count){ }
Sign Up ›
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
Learn More

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
holleBholleB 

Need Formula : If Opportunity = Closed Won --> Account Type = "Customer"

Hi,

I am desperately searching for a formula which sets the "type" of an account automatically to "customer", if there is a WON/CLOSED opportunity under it.

Second, is there a possibilty to mark those "Customers"? Maybe show it coloured in the account list?

I would be very glad to get some help.

Thank you very much

Holle
yvesyves
Did you tried workflow field update ???