Skip to main content The new Salesforce certifications experience is live! Visit Trailhead Academy to explore your new certifications homepage.

Hi all,

 

I am trying to build a Process where:

 

If

 

Opportunity Stage = x 

 

and 

 

Custom Field is greater than "0"

 

then

 

change the Stage to Closed.

 

I have that built and working (screenshot below), but I want my users to be able to change a Stage from Closed back to an open Stage without the Process immediately closing it again.

 

Basically close the opportuntiy when it starts in any of the below stages, but if it moved from a closed stage to any of the below stages, don't close it.

 

I can't think of a way to write this logic. Any thoughts?

 

Help with Process Builder Criteria
4 answers
Loading
  1. May 8, 2019, 5:19 PM
    @Deepak

     

    Thank you for your quick responses!

     

    Unfortunately with that formula I am now unable to get my Stage to close at all.

     

    Test scenario: Opportunity in Closed Won Stage with a # greater than 0. I changed the stage to Verified Project and the stage is not automatically close again. This is correct.

     

    However, when I had an opportunity that was in the Verified Project stage and I changed the # of orders from 0 to 1, the stage did not close. This is incorrect.

     

    I'm not sure what's missing, but after thinking through our business case a bit more I think I found an easier way to get my desired outcome without having to focus on the stages so much.

     

    I changed the login to say If the StageName is in X Stage and the Number of Orders on Project Is Changed, then change the Stage to Closed Won.

     

    Thanks again for your help! 

     

    OR(

     

    (AND(

     

     ISPICKVAL([Opportunity].StageName , "Not Yet Qualified"),

     

        ISCHANGED([Opportunity].Number_of_Orders_on_Project__c))),

     

     

    (AND(

     

     ISPICKVAL([Opportunity].StageName , "Verified Project"),

     

        ISCHANGED([Opportunity].Number_of_Orders_on_Project__c))),

     

     

    (AND(

     

     ISPICKVAL([Opportunity].StageName , "Actively Working"),

     

        ISCHANGED([Opportunity].Number_of_Orders_on_Project__c))),

     

     

    (AND(

     

     ISPICKVAL([Opportunity].StageName , "Committed to Forecast"),

     

        ISCHANGED([Opportunity].Number_of_Orders_on_Project__c)))

     

    )
0/9000