My team is asking me to configure a BPF starting at the Account level and working through the Opportunity. We have several criteria we either need to verify or update on the Account each time an opportunity is created. I can do that until I get a 2nd, 3rd, ect Opportunities on the Account.
The question becomes how can I re-use that Account BPF for Opportunity 2, 3 and 4 if it already ran on the Account with Opportunity 1?
Or do I just need to get creative with verifying and updating the Parent Account data and start the BPF on the Opportunity? The issue here is there is a lot of Account Data that needs to be verified or updated so creating dummy fields and then updating from Opportunity to Account is going to be painful.
Ultimately, I am trying to verify or update Account data within the Opportunity Business Process without having to have the user navigate away from the current business process.
Thoughts?
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