Opportunity won (non-task)

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間:1分
  • 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
      Example opportunity won message