Lists, Lead Scoring & Workflows

ConnorSlivensky
Key Advisor | Elite Partner
Key Advisor | Elite Partner

Finding objects WITHOUT associations

I'm trying to figure out a workflow for a client. Essentially they have salespeople create a deal and then they are supposed to create a corresponding custom object. That second part doesn't always happen as you might've guessed. So they want to find deals without that custom object association (the hard part) and then create on using the deal info (got that part down) 

 

Any suggestions?

2 Replies 2
NicoleSengers
Guide | Elite Partner
Guide | Elite Partner

Finding objects WITHOUT associations

Hi @Huble_Connor

 

Could you use a workflow step that asks if the deal has greater than 1 custom object associated, if yes do nothing, if no, task the person to create the association or do a follow up step.

This should help you flag these using a custom property or by tasks etc.

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Kind regards,
Nicole Sengers
natsumimori
Community Manager
Community Manager

Finding objects WITHOUT associations

Thank you for your post @ConnorSlivensky !

Tagging @rikkilear and @KTownsend here. Would you mind sharing your advice for Connor?