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saariko.ax241saariko.ax241 

Need advise on how to solve this sale process

Hi,

 

I need an advise on how to solve this sale process.

 

I need a way that when a product is sold in the regular way, it is some how getting credited to a specific account and custom object.

After that, we have an internal process that upon request, checks if that account and custom object pair has a valid credit for that product, and  if that's true, we use that credit.

 

I don't want nor think I need to use assets.  I would like that once an opportuinity closes successfully, than the credit will be shown.

 

Your advise here please.

werewolfwerewolf
You can put an Apex trigger on after update of Opportunity which makes the necessary data components.  However it does seem like using Asset might just do what you need.