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I have a custom entity, named Agent, an agent acts as a referrer, however, at some point the Agent can become a potential customer. At the point an agent has become a potential customer there’s a field on the Agent record which is ticked to reflect this. At this point there is the whole lead to opportunity process the Agent will need to go through. What I want to do is have a workflow in place that checks the field on the Agent record to determine whether the agent is now a potential client and if that field equals ‘yes’ then this should automatically trigger a lead record to be created for the agent and to avoid double keying, info from the Agent record such as first name, last name, company and so on should automatically update on the new lead record. Is what I’m asking possible with out of the box functionality? Any pointers you can give would be welcomed.
Yes, OOB workflow can do it.
Here is a demo.
There are 4 fields in the Agent form - First Name, Last Name, Company Name and Whether it becomes a potential customer.
I create a workflow. Go to Advanced settings > Processes, new a workflow that entity is Agent.
Select Scope as Organization, check Start When as Record is created and Record fields change. Click Select and check the field Whether it becomes a potential customer.
Add a Check Condition step, set the condition to the field Whether it becomes a potential customer equals Yes.
Add a Create Record step under 'then', select entity as Lead, use the Form Assistant on the right to set some fields of the lead to the dynamic values of the same field of the Agent.
Activate this workflow.
The effect is that when you create or modify an Agent record, if the field 'Whether it becomes a potential customer' is Yes, then once you save this Agent record, a lead record will be created, some of its fields will inherit the same value as the Agent record fields.
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