Updating Venture descriptions (Venture Post)

Create a Venture Post record to update the description fields on the Venture record itself. This allows us to track changes to the Venture description over time.

Start on the Venture record

Start on the Venture record

Create a new Venture Post

You can do this one of two ways: 1) by manually creating a new Venture Post (see steps below) or 2) by using the Chatter "Update Venture Post" action (see related article)

Create a new Venture Post

Create a new Venture Post

Fill out the description fields you wish to update

Fill out the description fields you wish to update

Check "Set as Current Version"

Check "Set as Current Version"

The Venture record should now be updated

The Venture record should now be updated