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Kondal Rao learnerKondal Rao learner 

urgent pls

HI experts,

 

There is deal custom object and opporunity standard i created one button name called convert in deal object so when user click on that deal objects what ever are there it has covert in to opportunity so my requriment is now only approved deal has to convert opportuntiy so give me idea on this pls.

 

 

Best Answer chosen by Admin (Salesforce Developers) 
AmitdAmitd

Hi Aditya,

 

Please mark this post as solved. It will help other 

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AmitdAmitd

Hi Aditya,

 

 

you can have a button of type visualforcepage. on that page you can query the deal object and check if the status of the deal is convert or not and if it is then you can map the opportunity field with deal field. I will explain this with an example

 

1. create a  button on deal

2. select display type as detail page button

3. select content source as visualforce page

 

4. <apex:page standardcontroller="deal__c" extensions="deal_controller" action="{!convert}">

</apex:page>

5. public class deal_controller{

       deal__c dlc;  

      public deal_controller(ApexPages.StandardController stdController){

               dlc = (deal__c)stdController.getRecord();

               dlc = [select id,name,customefields__c,status from deal__c where id=: dlc.Id];

       }

       public pagereference convert(){

             if(dlc.status == "Convert'){

                      Opprotunity opp = new Opportunity();

                      opp.Name = dlc.Name;

                      opp.customfield__c = dlc.customfields__c;

                      insert opp;

             }

       }

}

 

Hope this will help you.

 

If it works for you please mark it as solution and also click on start to give some KUDOS

Kondal Rao learnerKondal Rao learner

hi amit ,

 

thanks for reply  so there is button alredy name called button on deal object so my requirment is that when status approved  at the time only deal has to convert into opportunity thats it, there will be other status like approved ,approval pending , rejected

 

Kondal Rao learnerKondal Rao learner

sorry i forgot to give my vf page and apex class pls add ur code to this one so that i can understand pls

 

Apex class:

 

public with sharing class MyDealControllerExtension {
public ApexPages.StandardController CONTROL; 


    public MyDealControllerExtension(ApexPages.StandardController stdController) {
      this.CONTROL = stdController;
 
}
public pageReference doCreateOpportunity() {
 
    Opportunity   newOpp = new Opportunity();
    
    
   Deal__c Deal = [select Id, Name, Distributor__c, End_Customer__c, Industry__c, Partner_Specializations__c,Partner_Tier__c,Product_Category__c,Segment__c from Deal__c where id = :CONTROL.getId()];
 
     // add your field mappings here  
 
    newOpp.Name = Deal.Name;
    newOpp.stagename = 'Negotiation/Review';
    newOpp.CloseDate= system.today()+30;
    
 // etc.
 
 
     insert newOpp;
 
     pageReference p = new pageReference('/' + newOpp.id);
 
    p.setRedirect(true);
 
     return p;
    }

 

Visualforce page:

 

<apex:page standardController="Deal__c" extensions="MyDealControllerExtension" action="{!doCreateOpportunity}" />

AmitdAmitd

Hi Adity your code looks fine i have added if condition to your code for status. My changes are in red

 

Apex class:

 

public with sharing class MyDealControllerExtension {
public ApexPages.StandardController CONTROL; 


    public MyDealControllerExtension(ApexPages.StandardController stdController) {
      this.CONTROL = stdController;
 
}
public pageReference doCreateOpportunity() {
 
    Opportunity   newOpp = new Opportunity();
    
    
   Deal__c Deal = [select Id, Name, Distributor__c, End_Customer__c, Industry__c, Partner_Specializations__c,Partner_Tier__c,Product_Category__c,Segment__c from Deal__c where id = :CONTROL.getId()];
 
     // add your field mappings here  
 if(Deal.status == "Convert'){ // make sure you fetch status field in above query
    newOpp.Name = Deal.Name;
    newOpp.stagename = 'Negotiation/Review';
    newOpp.CloseDate= system.today()+30;
    
 // etc.
   insert newOpp;
 }
     

  pageReference p ;
 if(newOpp.id != null){

      p= new pageReference('/' + newOpp.id);

 }else{

     p= new pageReference('/' + Deal.id);

 }
    p.setRedirect(true);
 
     return p;
    }

 

Visualforce page:

 

<apex:page standardController="Deal__c" extensions="MyDealControllerExtension" action="{!doCreateOpportunity}" />

Kondal Rao learnerKondal Rao learner

hey thanks for and i have one more problem yaar pls do it

 

i have custom object called deal and standard object called oppotuntiy i created button called convert when i click on that deal has to convert in to opporuntiy its working fine now but my requirement is that

 
Once the deal converts to Opportunity transfer this benefit information to the Opportunity and apply deal benefits to Opportunity Line Items.
 
In opportuniy there is two custom fileds called %incentive and Doller incentive those benefits has to assign only these twoo filds and agian deal benefits to opportunity lineitem
 
 
This is my apexcode:
 
public with sharing class MyDealControllerExtension {
public ApexPages.StandardController CONTROL; 


    public MyDealControllerExtension(ApexPages.StandardController stdController) {
      this.CONTROL = stdController;
 
}
public pageReference doCreateOpportunity() {
 
    Opportunity   newOpp = new Opportunity();
    
    
   Deal__c Deal = [select Id, Name, Distributor__c, End_Customer__c, Industry__c, Partner_Specializations__c,Partner_Tier__c,Product_Category__c,Segment__c from Deal__c where id = :CONTROL.getId()];
 
     // add your field mappings here  
 
    newOpp.Name = Deal.Name;
    newOpp.stagename = 'Negotiation/Review';
    newOpp.CloseDate= system.today()+30;
    Deal.Deal_Status__c = 'Converted';
    
 // etc.
 
 
     insert newOpp;
 
     pageReference p = new pageReference('/' + newOpp.id);
 
    p.setRedirect(true);
 
     return p;
    }
 
Vf page:
 
<apex:page standardController="Deal__c" extensions="MyDealControllerExtension" action="{!doCreateOpportunity}" />
AmitdAmitd

Hi Aditya,

 

Please mark this post as solved. It will help other 

This was selected as the best answer