Workflow - Deal without associated CompanySOLVE
May 20, 2020 11:00 AM
Is there any way I can trigger a workflow when a deal is created without an associated company? I want to create a task for the deal owner to fix this and associate the correct account.
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May 20, 2020 4:24 PM
Unfortunately, it doesn't look like this is possible - I don't see any properties you could trigger that captures associated Company on the deal record itself. Just a "Number of Contacts" which you could use to identify a deal with no contact associated.
May 20, 2020 5:49 PM
@GustavoGGomes - Awesome Question! I figured out a way you can do this with just 2 workflows and one custom field. I answered this in my question of the day video.
Because "Associated Company" is not a field in Deals you can't use it as a criteria piece to trigger a workflow. But you can use a workflow from Company to see if they have any associated deals and then have it populate a copied field on those deals. If your deal never populates, because it has no association, then you can assume it is missing the company association, and with a delayed trigger notify your team to update the record.
Hope that helps!