Step That Automatically Updates Fields

Here's how to create a step that updates one or more fields to the values you specify in the step. For example, you may want to automatically update the close date if the deal is close to completion so that the opportunity appears in your current quarter forecasts.

Setup

• Create the step with these entries:

  Field	Value
  Step Name	Enter the heading for the step that appears only in the setup UI. Since this is an automatic step, salespeople never see it.
  Suggestion Text	Add optional details. These are seen only when you edit the step.
  Type	Field Update

• In the Properties page, enter the fields and the values you want to update. You can add multiple fields by clicking Add Another Rule (the plus sign).

  Field	Value
  Attribute	Select the attribute that you want to update.
  Value	Enter the value that you want to enter.

How Salespeople Interact with the Step

This step is automatic, so salespeople don’t see any generated recommendations in the UI, but the updates are recorded and visible in Activities.

If the automatic field updates fail, perhaps because of a custom validation or a custom server trigger, the application creates a task, called Update Field, with a Show Field button. Salespeople click the button and manually update the field.