Using Opportunity Custom Fields in the Event Start Date Action

Access the Workflow Builder:

• Navigate to the automation tab on the left sidebar menu.
• Click on “+Create Workflow”. You can choose to create a new workflow from scratch or edit an existing one.
• Add an Opportunity-based trigger then save your workflow.

Setting Up Event Start Date Action:

• When configuring an event start date action, you can now utilize opportunity custom fields. This is particularly useful for workflows that are opportunity-based.
• Select the “Set Event Start Date” action from your workflow options.

Selecting the Type as a Custom Field:

• Within the action settings, choose the type as a custom field. This allows you to specify which opportunity custom field you want to use for the event start date.

Adding Opportunity as a Custom Value:

• Click on the custom values button to add the opportunity custom field of your choice. This step is crucial for tailoring the automation to your specific business needs.

By following these steps, you can enhance the precision of your workflow automation, making your processes more efficient and tailored to your business requirements. This feature not only saves time but also provides a level of customization that can significantly impact your CRM strategy.

Troubleshooting and FAQs

What if I don't see the option to add opportunity custom fields? Ensure you're using opportunity-based triggers in your workflow. This feature is specifically designed to work with opportunities.

Can I use multiple opportunity custom fields in a single workflow? Yes, you can use multiple custom fields as long as they are relevant to the opportunities your workflow is based on.

I copied a workflow to another location, but the custom values aren't showing. What should I do? This update ensures consistency in data visibility. If you encounter this issue, double-check that the custom fields are correctly set up in both the original and copied workflows.