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Anjaneylu
Opportunity to update Account field
Hi all,
Here my requirement is i want to update account field from opportunity object,
Account is having picklist field (status__C) and values are Prospect, Customer, Dormant, New Landing.
Here my requirement is i want to update account field from opportunity object,
Account is having picklist field (status__C) and values are Prospect, Customer, Dormant, New Landing.
Criterias# A: 1. On 10/Oct/2015: A New Oppty is Created, Oppty Stages != Closed --> Acc.SW_Status__c = Prospect (Ref: Oppty "CreatedDate" Date) 2. After 31 Days for still it is not closed, lets say 11/Nov/2015 for other Oppty Stages != Closed --> Acc.SW_Status__c = Customer (Ref: Oppty "CreatedDate" Date) 3. After 24 Months for same Oppty (#2), lets say 12/Nov/2017 and Oppty Stages != Closed --> Acc.SW_Status__c = Dormant (Ref: Oppty "Customer" LOV Date)and my second criteria is
riterias# B: 4. On 25/Oct/2015, I changed manually the Oppty Stages == Closed, --> Acc.SW_Status__c = New Landing (Ref: Oppty "ClosedDate" Date) 5. After 24 Months for same Oppty (#4), lets say 26/Oct/2017 and Oppty Stages == Closed --> Acc.SW_Status__c = Dormant (Ref: Oppty "New Landing" Date) Criterias# C: 6. After 24 Months for same Oppty (#1), lets say 11/Oct/2017 and Oppty Stages != Closed PS: Here we are NOT changing anything on this Oppty. --> Acc.SW_Status__c = Dormant (Ref: Oppty "CreatedDate" Date)
Here i am not able to process..
So kindly please help me,.
Thanks in Advance
Anji
have a two check boxes one for new opportunity and one for manualy changed, create a batch class to process the records and un check the check boxes in batch other wise these records will pick up again.