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Workflow: Set Field Value of Status / Probability on Opportunity

edited Oct 4, 2021 3:44PM in Ask A Guru 3 comments

I've created a simple workflow that sets a number of default field values of an Opportunity transaction based on the User Role. Everything is working as designed * except * for the Opportunity Status / Probability fields.

Let's say under Setup -> Sales -> Customer Statuses our list contains the following entries:

Need Identified 10%

Budget Confirmed 30%

Buying Proces 40%

In the workflow, I've set the Opportunity/Estimate Status to a Static value of Budget Confirmed (using the Selection dropdown).

The value of Budget Confirmed appears correctly on a new Opportunity Transaction. However, the Probability % is not showing 30%. Instead its showing 10% which is associated with Need Identified (our default under Sales Preferences).

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