Скачать или смотреть Real-Time Scenarios: Screen Flows-Opportunity Account Reassignment

Real-Time Scenarios: Opportunity Account Reassignment
Use Case:

Create a quick action button on the Opportunity record that appears only when the Opportunity is in the 'Prospect' stage. When clicked, this button opens a popup displaying the current Account name in a read-only field. The user can select a different Account from a lookup field and then click Submit. Upon submission, the system should clone the current Opportunity, associate the cloned record with the newly selected Account, and update the original Opportunity. The original Opportunity’s stage will change to Closed Lost, and the description will be updated to say, "Opportunity Associated to wrong account". Once the Opportunity moves beyond the 'Prospect' stage, the quick action button will no longer be visible.

Acceptance Criteria:

Quick Action Button Availability:
The quick action button is only visible when the Opportunity stage is set to Prospect.
The button should disappear when the Opportunity moves to later stages.

Popup Window Functionality:
Upon clicking the button, a popup window opens, displaying the current Account name in read-only format. A lookup field allows the user to select a new Account.
A Submit button finalizes the action.

On Submit:
The system clones the current Opportunity and associates the cloned record with the newly selected Account.
The Stage of the original Opportunity is updated to Closed Lost.
The Description of the original Opportunity is updated with the text: "Opportunity Associated to wrong account".

Button Visibility:
The button disappears automatically if the Opportunity stage moves beyond Prospect.


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