RE: Track when an Opportunity changes Pipeline Stage
Hi Nikita,
Recommended solution: Use a workflow that triggers off of the Business Process Flow you are using.
Here's what I have setup;
entity: the business process flow we use
trigger: on create, and on change of field "active stage"
check condition: whether the BPF is set regarding a Lead or an Opp record (my BPF crosses both entities)
update record: write the active stage name to the new field in each entity called "stage name"
Works like a charm. Building upon this you could easily update a new field for "promoted date" referencing the process execution time, or create posts, or send emails, etc etc.
Let me know if you found this helpful
