![]() ![]() Go to Setup > Automation > Workflow Rules.Subform.put("Quantity",rec.get("quantity")) Ĭreate = ("Paid_Users",mp,) Subform.put("Product",eachProd.get("product").get("id")) Subinfo = ifnull(respMap.get("Product_Details"),"") Mp.put("Billing_CIty",ifnull(respMap.get("Billing_City"),"")) Mp.put("Billing_Code",ifnull(respMap.get("Billing_Code"),"")) Mp.put("Billing_Country",ifnull(respMap.get("Billing_Country"),"")) Mp.put("Billing_State",ifnull(respMap.get("Billing_State"),"")) Mp.put("Billing_Street",ifnull(respMap.get("Billing_Street"),"")) Mp.put("Base_Currency",ifnull(respMap.get("Base_Currency"),"")) Mp.put("Exchange_Rate",ifnull(respMap.get("Exchange_Rate"),"")) Mp.put("Customer_Name",ifnull(respMap.get("Account_Name"),"")) Mp.put("Project_Number",ifnull(respMap.get("Project_Number"),"")) Mp.put("Division",ifnull(respMap.get("Division"),"")) ![]() Enter the name as leadId and select the type as Int.Select Automation as Function type and click Next.Go to Setup > Developer Space > Functions > + Create New Function.Include tags columns in the default/custom view of Contacts module to track the associated deal stage. Ex: if a deal associated with a Contact is in "Negotiation/Review" stage, the contact record is placed under the "Negotiation/Review" tag in the Contacts module. This invokes the custom function and moves the record to the Paid Customers module.Īs a result, if a Contact is associated with the deal, it is placed under the tag with the corresponding Deal Stage. However, if the customer agrees to upgrade to paid plan, update the Picklist as "Yes". Set the default value to be "No" and leave the record as is if the customer prefers using the free plan. Tie the custom function I'm sharing today to this Picklist - I"ll tell you how to do it - such that the custom function gets invoked if "Yes" is picked. Just need to ensure that the source and destination have the same subform fields and field types.Ĭreate a Picklist named "Paid" with options "Yes" and "No". The best part is that the code copies not only the data from the standard and custom fields but also the data tracked using the sub-forms. Use the Function I'm sharing today to copy the records from the Leads module to the "Paid Customers" module once the user upgrades to the paid version. By default, the free customers are captured in the Leads module. The case involves 2 categories of users namely free and paid. What if your process involves copying CRM records from one module to the other seamlessly? Say for instance, you run a gaming company that follows freemium business model. However, the sale process need not be linear on all occasions. The process is quite linear - create a lead -> qualify the lead -> convert it to contact -> create an account -> create a deal -> follow up with prospect -> win the deal. The standard sales process involves entering the leads acquired through various channels to the CRM followed by lead qualification and conversion. Transfer record information from one module to another with subform datas ![]()
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