Workflow: 'Set Deal Property Value' action from within contact-based workflows

[VagaeNatus]

Please create the "Set Deal Property Value" in Workflow. "Set Contact Property Value" is already available but it's missing for deals.

[VagaeNatus]

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.

[VagaeNatus]

Hi @VagaeNatus! Yes, it will be the full set of property management workflow actions.

[VagaeNatus]

The workflows team is currently looking into making this action type available in contact-based workflows!

[398738]

It would be useful to be able to utilize workflows/the copy property actions for transfer of a contact property to a deal property.  

[Christian]

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.

[aseeler]

The workflows team is currently looking into making this action type available in contact-based workflows!

[VagaeNatus]

@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.

[aseeler]

Hi @VagaeNatus! Yes, it will be the full set of property management workflow actions.

[VagaeNatus]

@aseeler looks like this has been delivered to me. Any reason to keep it as "in planning"?

[aseeler]

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.