Opportunity won (non-task)

This example demonstrates a table notification on a non-task table. It generates an automatic message on Live Feed whenever a sales opportunity is won, if you have activated the Sales Force Automation plugin.

Create a business rule on the Opportunity [sales_opportunity] table that matches the Live Feed events business rule on the task table.

Create a table notification with the following values:

• Table: Opportunity [sales_opportunity]

• Active: Select the check box.

• Update: Select the check box.

• Post to Live Feed: Select the check box.

• Conditions: [State] [is] [Closed Won]

• Description: Opportunity won

• Message:

  ${owner} closed a sale with ${account}!

• Before script:

  //make the message appear to come from the assigned salesperson if there is one if ( !current. owner. nil ( ) )
  profileSource  = current. owner. getRefRecord ( ) ; //need GlideRecord object

Parent Topic:Live Feed table notification examples

Related topics

Live Feed table notifications