I would like to do this via a workflow. So on the Opportunity record (which sits above this other entity) has a field on the form called, "Status Reason." When the Opportunity Record is created it puts the Status Reason field to "Active" along with setting the Pipeline Phase to a certain value. Now if I click on the "Close As Won" button from the ribbon on this opportunity record, I want the status on this other record from this other entity to get updated. So basically anytime Opportunity Status Reason field is changed, I need the Sales Incentive Record status to get updated with the same value. Hope that helps.
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