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Customer experience | Sales, Customer Insights,...
Answered

Updating Opportunity Record on Lost

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Posted on by 71

Hi

I have created a competitor lookup field for my opportunity main form.

I want this to be populated if the opportunity is closed lost and the competitor added.

I know out of the box you can't do this with standard work flows so I have tried to use flow to do this but not been able to.  

Does flow allow you to do this but I have just not got the flow right

or

Do the same rules apply once the record is won you can't edit even with a flow?

How do other people view competitors against lost opportunities?

Thanks

Robin

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  • Verified answer
    LuHao Profile Picture
    40,892 on at
    RE: Updating Opportunity Record on Lost

    Hi Robin,

    We can do it through flow.

    Set the flow as follow.

    pastedimage1607504402003v1.png

    pastedimage1607504044060v3.png

    pastedimage1607504089073v4.png

  • RobinA Profile Picture
    71 on at
    RE: Updating Opportunity Record on Lost

    Thanks so much I was half way there but my flow wasn't correctly set (for a non dev, I'm still struggling a bit with them) and if it wasn't for people like you I would have given up!

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