Create a Salesforce Opportunity using Rules Engine. Setup a new Rule Action type.
Create a Salesforce Opportunity using Rules Engine
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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.
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.
Hi everyone,
Would this rule create a new Opportunity within salesforce or just push a field to be updated?
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
I do this already. I create cancellation opportunities using that Load to SFDC action when necessary as part of our churn process.
Thank you both for the answers. This will help mea lot :)@rakesh @gunjanm