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  • Srilatha Ungarala 8
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1 replies

How to restrict a user for not creating new fields on specific objects?

I want to restrict a user from creating/updating/deleting new fields in 2 objects?
SOLVED
2 replies

In the Opportunity process, can I create or update contact record?

Hi All,

I have created a process on Opportunity and based on Conga transaction status I want to update or create contact which is attached to the account and account is attached to opportunity.
Opoortunity --> Account --> contact --> Here I am not able to find the contactID for which I need to update the contact details which I got from conga to opportunity.

Is this possible through process builder?

Thanks,
sri
1 replies

Can I move Files from one custom object to another custom object while I click on a custom button

Hi All,
Can I move Files from one custom object to another custom object while I click on a custom button.
 
SOLVED
2 replies

In the Opportunity process, can I create or update contact record?

Hi All,

I have created a process on Opportunity and based on Conga transaction status I want to update or create contact which is attached to the account and account is attached to opportunity.
Opoortunity --> Account --> contact --> Here I am not able to find the contactID for which I need to update the contact details which I got from conga to opportunity.

Is this possible through process builder?

Thanks,
sri
1 replies

Can I move Files from one custom object to another custom object while I click on a custom button

Hi All,
Can I move Files from one custom object to another custom object while I click on a custom button.