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What is the recommended solution to configure this automation behavior?

Universal Containers has a requirement that an Opportunity should have a field showing the value of its associated account’s billing state. This value should not change after the Opportunity has been created.

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Asked by Ronaldpascual, Last updated: Sep 21, 2020

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3 Answers

R. Jones

R. Jones

Curious about the World

R. Jones
R. Jones, Student, Postgraduate, Calgary

Answered Sep 21, 2020

The appropriate answer to this inquiry is workflow. Workflow helps you to accelerate the manual; asset escalated cycles to spare you time. Your business cycle will be glad, and you will have the opportunity to work for your clients well.

However, we have certain individuals who are not conversant with this; nonetheless, those who have always known salesforce are familiar with what this is. Workflow is the section of salesforce where you can create rules to change one activity to another advantageous activity. Its been sometime workload has been around, and you can make some activities occur a lot easier making use of different salesforce capacities.

It brings about several advantages when set up appropriately. These comprise making salesforce less tedious, allowing reps up to work for clients better. Finally, the workflow of your business cycle is the work you carry out as a lead makes the passage from proposition to opportunity and lastly to a consumer.

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Samantha Stewart

Samantha Stewart

Love to do some charity work. Have a passion for writing and do it in my spare time

Samantha Stewart
Samantha Stewart, Philanthropist, Post Graduate, Corpus Christi

Answered May 02, 2019

Workflow is the answer to this question. There are some people who are not too familiar with this but those who have always known Salesforce are aware of what this is. The workflow will usually make use of an orchestrated pattern so that it will work. Companies would need to be aware of their resources and make sure that all of the resources are being used and integrated into the system.

The workflow will describe how materials can be transformed, how the right services can be provided to the customers, how information can be processed, and so much more. Some are able to create the right workflow in a matter of minutes with the use of Salesforce.

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John Smith

John Smith

John Smith
John Smith

Answered Mar 21, 2017

Workflow

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