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shaik riyaz 13 Hi. Can anyone help me on this task. I am new to salesforce
- An account can have multiple child contacts. A contact can have multiple opportunities. Provide a revenue field(currency) on opportunity. Cumulative opportunity revenue should be reflected on respective contact. Cumulative contact revenue should be reflected on respective account. Make sure an account’s revenue should not cross 1 Million and throw an error if it crosses.
- An account can have multiple child contacts. A contact can have multiple opportunities. Provide a revenue field(currency) on opportunity. Cumulative opportunity revenue should be reflected on respective contact. Cumulative contact revenue should be reflected on respective account. Make sure an account’s revenue should not cross 1 Million and throw an error if it crosses.
Just create a currency field on Opportunity called Revenue. By default Account can have multiple contacts and Contacts can have multiple opportunities.
Create a Roll up summary field on contact which will roll up the sum of revenvue to the contact.
Similary create on Account as well.
Please let me know if you face any issues.
If this solution helps, Please mark it as best answer.
Thanks
there is a relation between account and contact, but contact and opportunity don't have any relation in it. can you clarify it once please
Yeah sorry for confusing you. You need to create a field on opportunity called Contact which is master detail . Then you will be able to use the roll up summary field.
Thanks,