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Update Custom Deal Field
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== Best practices and tips == - **Always test your automation**: Before setting your automation to active, ensure it works as intended by testing it with test contacts and deals. - **Keep the automation inactive during setup**: As a best practice, set the automation to '''Inactive''' before making edits and re-activate it once you are satisfied with the configuration. - **Be mindful of limits**: Remember that you can only update a maximum of five fields per action. For updates beyond five fields, create another '''Update Custom Deal Field''' action. - **Match field types accurately**: When using the option to copy data from an existing Contact field, ensure that both fields are of the same type to avoid errors.
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