Update Account Type to Customer When an Opportunity is Closed Won using Flow #inSalesforce

on

Create a record-triggered flow on Opportunity (create, update), StageName equals Closed Won, Action and Related Records, 


Get Records:

Account object, Id equals Record. Account Id, Only the first Record, Choose fields and let Salesforce for the rest (Field - ID, Type)


Decision Element:

Already Customer:NO

getRecords.AccountType not equals Customer


Update Element:

Specify conditions to ..

Account object

criteria: Id equals getRecord.AccountId

Set: Type equals Customer


Save and Activate the Flow


Debug and Test










Comments

Post a Comment