Current Functionality

Create a Salesforce Opportunity using Rules Engine

  • 10 November 2020
  • 8 replies
  • 95 views
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S
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Create a Salesforce Opportunity using Rules Engine. Setup a new Rule Action type.

8 replies

sai_ram
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@sai33335 what is the use-case. Use-case will definitely help us to think better. 

 

sai_ram
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@sai33335 changed this to idea. 

phani_kumar
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In Rules, we have an Action called “Load to SFDC” and select the “Opportunity” object.

Is this is you are looking for or something different.

Screenshot:

Thanks.

sai_ram
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Userlevel 7
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In Rules, we have an Action called “Load to SFDC” and select the “Opportunity” object.

Is this is you are looking for or something different.

Screenshot:

Thanks.

@sai33335 did you get a chance to view comments posts by @phani_kumar? Let me know if that helps.

haba_89

Hi everyone,

Would this rule create a new Opportunity within salesforce or just push a field to be updated?

rakesh
Userlevel 7

Hi @haba_89 

It should allow you to create a new opportunity record as well.

Note: The success or failure of this action will depend on the SFDC set up

gunjanm
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I do this already. I create cancellation opportunities using that Load to SFDC action when necessary as part of our churn process.

Gunjan
haba_89

Thank you both for the answers. This will help mea lot :) @rakesh @gunjanm 

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