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RossGilbert Update field on Account record when opp is saved in a certain stage
I don't need to do this as there's a workaround with Data Loader, but I'm interested in automating this if possible.
Basically, I want a field on the Account object (you could call the field "Has an opp in stage 1 2 or 3?" that is a checkbox, that is automatically updated to be true or false, depending on whether the account has any opps at the present time in stage 1 2 or 3. Is this something I need a trigger for?
Although roll-up summary fields typically only work for master/detail relationships, you *can* create a roll-up summary on Account that summarizes data for related Opportunities. And you can use filter critera to define the conditions you're looking for. So no trigger is required.