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ShayKhan Updating a field value to blank depending the account type and open opportunities.
Hello All,
This is sort of an open discussion question but a solution is definitely apprecaited, i want to know whats the best solution to this ask. (Workflow or a Trigger)
The ask is;
-We have a field on contact level called "First SDR Owner" that gets updated when a new Lead comes in.
-IF this new contact is associated with an Existing Account, and that account type = Customer OR if that account has any Open opportunity. Than make the field "First SDR Owner" Blank.
As always, all help is greatly appreciated!
Thanks!
This is sort of an open discussion question but a solution is definitely apprecaited, i want to know whats the best solution to this ask. (Workflow or a Trigger)
The ask is;
-We have a field on contact level called "First SDR Owner" that gets updated when a new Lead comes in.
-IF this new contact is associated with an Existing Account, and that account type = Customer OR if that account has any Open opportunity. Than make the field "First SDR Owner" Blank.
As always, all help is greatly appreciated!
Thanks!
Yes you can do this by Workflow.
1. Create one Rollup field in Account --> Opportunity (Name the Field as Open Opportunity Count ) --> Count --> Only records meeting certain criteria should be included in the calculation
set the Filter Criteria as Closed NOT EQUAL TOTrue .
2. Create the Workflow in Contact Object
Criteria :
(Account: Open Opportunity Count GREATER THAN 0) AND (Account: Type EQUALS Customer)
Field to UpdateContact: First SDR Owner
Specify New Field Value : A blank value (null)
If you don't want to create the new field in Account then we have to go to the Trigger but try to use the Out of Functionalities:
Can you please Let me know if it helps or not!!!
If it helps don't forget to mark this as a best answer!!!
Thanks,
Raj