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sudhakara reddy 13
Requriment
I have question, i have custom object called broker with field called Funding CFY (Currency field) and broker object have look up relationship with contact. so take all the opportunities of the cintact of the broker record the created date time of the opportunity should be in the current financial year(1/07/2017 to 30/06/2018) & opportunity stage= closed won calculate the sum of the "amount" field of all such opportunities & assign the sum to the field funding CFY in broker object.
Could you please help me on this bit urgent..
Thanks advance
Could you please help me on this bit urgent..
Thanks advance
1.) You have to write trigger on Broker Object.
2.) Query Opportunity Contact Role object by putting where condition.
3.) Calculate the amount and update it on Broker record.(If we are assigning before insert or update you don't have to do a DML.)
Let me know if it works and Please mark as best answer.