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Hari Krishnan 43
Update a custom contact field from recently updated opportunity
Hi Team,
The opportunity have a lookup to contact and these contacts are linked to more than one opportunities.
My requirement here is to find the rejected/Lost opportunities for that contact and update the rejected reason values from most recently updated opportunity to that contact.
The field rejected reason in opportunity is a picklist field and the values need to be updated to a text or a picklist custom contact field.
Thanks,
Hari
The opportunity have a lookup to contact and these contacts are linked to more than one opportunities.
My requirement here is to find the rejected/Lost opportunities for that contact and update the rejected reason values from most recently updated opportunity to that contact.
The field rejected reason in opportunity is a picklist field and the values need to be updated to a text or a picklist custom contact field.
Thanks,
Hari
Sample Code:-
trigger OpportunityTrigger on Opportunity(before insert , before update){
if(trigger.isBefore && trigger.isInsert){
for(Opportunity OppObj : Trigger.New ){
if(OppObj.stageName == 'Option1'){ //Opportunitu stage name is option 1
OppObj.Contact_Status__c = 'abc';
}
}
}
if(trigger.isBefore && trigger.isUpdate){
for(Opportunity OppObj : Trigger.New ){
if(trigger.oldMap.get(OppObj.id).IsClosed != OppObj.IsClosed && OppObj.IsClosed == true ){ // Opportunity is Closed
OppObj.Contact_Status__c = 'abc';
}
}
}
}
For your Reference, you can check the below blogs,
https://developer.salesforce.com/forums/?id=906F00000008ytiIAA
https://trailblazers.salesforce.com/answers?id=9063A000000peWTQAY
I hope you find the above information is helpful. If it does, please mark as Best Answer to help others too.
Thanks.