Opportunity won (non-task)

Rversion finale: Australia

Mis à jour 12 mars 2026

1 minute de lecture

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

Figure 1. Example opportunity won message