Go to Setup > Automation > Workflow Rules.Replace 'CustomModule2apiname' with the custommodule2's api name.Replace 'CustomModule1apiname' with the custommodule1's api name.Enter the name as CustommoduleId and select the value as Custom Module Id.ĬustommoduleDetails = ("CustomModule1apiname", ()) ĬreateMap.put("Name", ifnull(CustommoduleDetails.get("Name"),"")) ĬreateMap.put("Owner", ifnull(CustommoduleDetails.get("Owner"),"").get("id")) ĬreateMap.put("Phone", ifnull(CustommoduleDetails.get("Phone"),"")) ĬreateMap.put("Email", ifnull(CustommoduleDetails.get("Email"),"")) ĬreateCustomModule = ("CustomModule2apiname", createMap).Step 2: From one Custom Module to another Replace 'CustomModule1apiname' with the custommodule's api name.Mp.put("Website", ifnull(leadDetails.get("Website"),"")) Ĭreate = ("CustomModule1apiname", mp) Mp.put("Billing_Code", ifnull(leadDetails.get("Zip_Code"),"")) Mp.put("Billing_Street", ifnull(leadDetails.get("Street"),"")) Mp.put("Billing_State", ifnull(leadDetails.get("State"),"")) Mp.put("Rating", ifnull(leadDetails.get("Rating"),"")) Mp.put("Phone", ifnull(leadDetails.get("Phone"),"")) Mp.put("Employees", ifnull(leadDetails.get("No_of_Employees"),"")) Mp.put("Industry", ifnull(leadDetails.get("Industry"),"")) Mp.put("Description", ifnull(leadDetails.get("Description"),"")) Mp.put("Billing_Country", ifnull(leadDetails.get("Country"),"")) Mp.put("Billing_City", ifnull(leadDetails.get("City"),"")) Mp.put("Annual_Revenue", ifnull(leadDetails.get("Annual_Revenue"),"")) Mp.put("Name",ifnull(leadDetails.get("Full_Name"),"")) Enter the name as leadId and select the value as Lead Id.Go to Setup > Automation > Actions > Functions > Configure Function > Write your own. Include this custom function in a Workflow Rule by setting the condition as " This workflow will be executed whenever the field Paid is updated." Alternatively, set a Custom Button to execute this custom function upon click. This invokes the custom function and moves the record to the Paid Customers module.This takes your business process automation taken to a whole new level. However, if the customer agrees to upgrade to paid plan, update the Picklist as "Yes". Set the default value to be "No" and leave the record as is if the customer prefers using the free plan. Tie the custom function I'm sharing today to this Picklist - I"ll tell you how to do it - such that the custom function gets invoked if "Yes" is picked. Set the custom function to automatically transfer the lead information to a record in the Free Customers module after making contact with the lead.Ĭreate a Picklist named "Paid" with options "Yes" and "No". For instance, let's say you run a gaming company and have 2 custom modules, named Free Customers and Paid Customers. The difference is that it performs the conversion task on any modules. The custom function for today is quite similar to Lead Conversion. This helps reduce clutter and organize your business information efficiently. You can also define the layout of the record in the module, set up layout rules, customize the fields of a record, set up hyperlinks and buttons, etc. Transfer record information from one module to another, based on specific criteriaĬustom Modules enable you to create entire modules according to your requirements.
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