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JT-Florida
Opportunity Stage to drive Account Record Types
Any ideas on how to use the Opportunity Stage to drive the Account Record Types?
Need:
When Opportunity Stage = Implementation
Change Account Record Type = Customer
Regular workflow with a field update won't work because of being cross-objects.
Ideas would be greatly appreicated! Thank you!
Yes you are correct, we can't achieve through workflows.
You can write a trigger if stagename = implementation then change the recordtype of that account.
Thank you Srini!
I've never written a trigger. Is it similar to creating a forumla field, but under the trigger section? And would this be an Opportunity Trigger vs. an Account Trigger? Thank you very much!
trigger opptrigger on opportunity(after update){
list<account> acclist = new account<>();
for(opportunity o : trigger.new)
if(o.stagename == 'implementation'){
account a = new account(id = o.accountid);
a.recordtypeid = PUT your recordtype id here;
acclist.add(a);
}
update acclist;
}