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Frank BassilloFrank Bassillo 

Way to make sure Account Managers attach necessary documents?

Hey Everyone,

I was just wondering if anyone knew of a way to make it sure Account Managers attach any required documents once an oppotunity is changed to "closed"

I figured I could just create a process to send out an email alert, but I was wondering if anyone knew of any more effective methods.

 

Akhil TandonAkhil Tandon
Hi Frank,
You can add trigger to validate presence of attachments before closing the opportunity.
Below is a sample code.

trigger tgrOpportunity on Opportunity (before update) 
{
    
    List<Opportunity> lstOpp = [select id,(select id from Attachments) from Opportunity where id in : Trigger.New];
    
    for(Opportunity o : lstOpp)
    {
        if(Trigger.NewMap.get(o.id).isclosed && o.Attachments.size() ==0)
        {
            Trigger.NewMap.get(o.id).adderror('Please add an attachment before closing the opportunity.');
        }
    }
}


Please mark this as best answer if this helps.

Regards
Akhil Tandon