Please create the “Set Deal Property Value” in Workflow. “Set Contact Property Value” is already available but it’s missing for deals.
Agreed - it’s a weird missing part of the workflow tool. Right now we have to do strange setups in Salesforce to compensate for this, which is definitely not optimal.
The workflows team is currently looking into making this action type available in contact-based workflows!
@aseeler: are you going to bring the full suite of actions or just one? I think it makes sense to give to deals the same set as Contacts & Companies: Set, Copy, Clear, Increase.
It would be useful to be able to utilize workflows/the copy property actions for transfer of a contact property to a deal property.
Hi @VagaeNatus! Yes, it will be the full set of property management workflow actions.
@aseeler looks like this has been delivered to me. Any reason to keep it as “in planning”?
Hi @VagaeNatus! The “Set deal property” action is not yet available in contact-based workflows, so we’re leaving this post in the “In planning” stage until this feature is available in contact workflows.
Hi everyone! This feature has been available for some time now, so I’m marking this as ‘Delivered’. You can read more about how to set property values for other object types in workflows in our KB. 