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図 : 1. Example opportunity won message