In this video, we show you how you can keep your prospects and customer lists clean. It’s a common issue for organizations to not know which records are prospects, nor which revenue is new vs. what is repeat business. Salesforce has a Type field for both the Account and Opportunity objects to help with this, where users can update these values when an Opportunity is Won. But to keep this process cleaner, we can actually automate this process with Process Builder. We’ll walk you through the process of automatically updating the type for both the Account and Opportunity objects that you can apply to your own org.
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About Roycon
We’re an Austin-based Salesforce Consulting Partner, with a passion and belief that the Salesforce platform’s capabilities can help businesses run more efficiently and effectively. Whether you are just getting started with Salesforce or looking to realize its full potential, Roycon specializes in Salesforce Implementations, Salesforce Ongoing Support, and Salesforce Integrations, and Development. We’re the certified partner to guide the way to increase Salesforce Adoption, make strategic decisions, and build your Salesforce Roadmap for success.