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Showing posts from February, 2024

TRACK OPPORTUNITY SALES STAGE HISTORY

Our Requirement in the business process flow is how we calculate every step time-consuming need to capture and show. Step 1.  First, we can create an  entity to store the BPF stage history and use real-time workflow to create the new entity records. Step 2.  Then create some fields. Add them to the main form. Opportunity – Lookup field Previous- Single line of text field New – Single line of text field From – Date and time field To- Date and time field Duration(hours) – Whole number (Calculated field) Step 3.   Create a calculated field on an entity to calculate the difference between ‘Start Date’ and Now(). Step 4. Create real-time workflow.