Case and Opportunity Relationship
In our project there is requirment between Case and Opportunity Object. Requirement is: When an opportunity is created with particular product based on product family( product are added via standard OpportunityLineItem) Case object should be created automatically.
Furthermore there is requirement that whenever the Case status is moved/changed, Opportunity stage should be moved automatically.
- To meet the requirement, i created Process builder- Process on Opportunity Product object to check if the product is added to opportunity, if the condition is true then create New Case
- Also i created a lookup on opportunity object with case( Opportunity being child and case being Parent) so that proces builder can be used to update Opportunity stage when Case status is changed
Also let me know if they is any better way to meet the requirement. Request your hep
The question I have is this: you said that changing the case should push the process. What if you have 5 different cases from 5 different opportunity products?
There is going to be one case per opportunity
You Definitely Need to Create Lookup from case to Opportunity,
You can easily done it to create Two process Builder of your Reqirement Like as,
According To your First Requirement
Create Process Builder On Opportunity Product And Create New Recode of Case.
According to your second Requirement
Create Process builder on Case Object And Update opportunity Stage According to Requirement
If you only ever have one case per process, then the relationship to the opportunity product doesn't sound useful to me. I would agree with Sunil and say that you could remove it once you set up the opportunity relation.