Auto part creator
Snap-in that automatically creates sub-parts under the main part whenever an account transitions to Closed Won.
The snap-in enables the automatic creation of parts (a feature and an enhancement) with the details of the Account under the part that is given in the configuration (Ex: CSS: Customer Implementation
part) whenever an account's forecast state changes to Closed Won.
How to use the snap-in
Fill the configurations (that is Select the part under which the sub-parts need to be created) and deploy the snap-in.
After deploying the snap-in, whenever the account gets created or updated with the Forecast Category as Closed Won, the snap-in gets triggered.
Then a feature gets created and linked to the selected main part and an enhancement gets created and linked to the newly created feature.
The created parts will include information such as the name, description, and the owners sourced from the account.
The custom field named
CSS Implementation Tracker
gets auto-populated with the path to the created feature.