I create Custom action in custom object. and want to apply my custom action in formula when create new button. This picture is create new button formula field.
I set up approval process, process builder and flow. 1. approval process - if Admin approve approval request, lead status is changed to Qualified. 2. process builder - if lead status was changed to Qualified, create account and opportunity record. 3. flow - if lead status was changed to Qualified, delete lead record that was requested.
But, when approval process update lead status to Qualified (when Admin approve approval request, lead status is changed to Qualified), Don't implement function that is due to process builder and flow. however when directly change lead status, process builder and flow normally operated.
How do we get approval process updating to execute process builder and flow?
I want to implement that when stage was changed to 'Qualified' in lead, Standard users don't edit field component(ex.account name, opportunity name etc). Standard users only can click conversion button.
Hi, My project needs to create process that approve converting lead.
logics i want to construct are this, 1. In lead, When user click convert button, send the approval email to manager.(Until the manager approve, lead must not be converted) 2. If the Manager presses the approval button in the email, lead will be converted to account, contact and opportunity. (+ By any chance, Can i restrict to create opportunity and Apply same logic?)
Hi, I add clone button in record page. but, I don't add clone button in list view page. I choice record and click clone button in list view page then appear creating record page (same content that was choiced). how can i do this logic?
hi, i read email asking me to activate ICU locale format. so In release update menu, test guided SOQL Query and complete stage. then, ICU update content In 'needs action' tab migrate 'ARCHIVED' tab. What shoud i more do to activate ICU locale format?
I create new button In Activities tab. 1. Object manager -> button, link and action -> create new button 2. Page layout -> drag down my new button in salesforce mobile lightning experience action 3. create same button In Global action (not --Master--)
but In activities, Do not appear in activities tab.
Hi everyone. I want to build process to change opportunity stage.
First, set the action like second picture. (if criteria was satisfied, opportunity stage is changed) (Field : Stage, Type : Picklist, Value : Closed Won)
But, Criteria can set condition of field, and can't set condition of object. [Like first picture, I want set condition that object(like product in red Rectangle and related with opportunity) was created.]
How can i set condition of object related opportunity?
I want to create process builder for relating object.
In 'payment' object, for example, I record data that 'A'student pay. Thus, 'A'student stage , In 'student list' object, is changed to 'complete' stage.
I want to create this process builder. how can i create process builder like that logic? and what select 'the process starts with'?
I want to change person account stage to completed when new payment feild is registered. so i search validation rule for changing here. but i don't solve my question. Please validation rule for solving this.
I set up approval process, process builder and flow. 1. approval process - if Admin approve approval request, lead status is changed to Qualified. 2. process builder - if lead status was changed to Qualified, create account and opportunity record. 3. flow - if lead status was changed to Qualified, delete lead record that was requested.
But, when approval process update lead status to Qualified (when Admin approve approval request, lead status is changed to Qualified), Don't implement function that is due to process builder and flow. however when directly change lead status, process builder and flow normally operated.
How do we get approval process updating to execute process builder and flow?
I want to implement that when stage was changed to 'Qualified' in lead, Standard users don't edit field component(ex.account name, opportunity name etc). Standard users only can click conversion button.
Hi, I add clone button in record page. but, I don't add clone button in list view page. I choice record and click clone button in list view page then appear creating record page (same content that was choiced). how can i do this logic?
