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noedskovnoedskov 

Update account field based on a change on opportunity

Hi all,

I have the following question:

On the account object we have a customer expire date which indicates when a given customer's subscription expires and thereby no longer is a customer with us. Now, the issue is that when an opportunity is won I want to update the customer expire date on the account.

However, using workflows that doesn't seem to be possible. Is there any way for me to get this done - e.g. using apex code, triggers or something else?

Thanks.

/Søren Nødskov Hansen
werewolfwerewolf
You might be able to use a rollup summary field here by taking the maximum expiration date among closed-won opportunities.  I'm not certain of that but I think it might work – try it out!
noedskovnoedskov
With a few changes here and there I was able to use the Roll-Up Summary field type and it seems to work like a charm.

Thanks a bunch!

/Søren Nødskov Hansen