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New_DeveloperNew_Developer 

Update a filed on Contact

Hi,

 

I want a date field on Contact to be updated with a date on which the first Opportunity was created for that contact. I only want the filed to be updated once when the first opportunity is created not for any other Opportunities.

 

 

Thanks in advance 

paul.magpaul.mag

can you create a roll up summary field that takes the minimum date field of the opportunity created date? just not sur eif out of the box functionality gives you the link
New_DeveloperNew_Developer

Hi Paul

 

Thanks for the reply but i believe we cannot create a roll up summary field with Opportunity as a summarized object as rollups are posssible only if the objects have a Master detail relationship.

 

 
APathakAPathak
How about workflow field update?
Whenever a new opportunity is created, check whether the parent contact record has the date field value as blank. If it is blank then populate the today's date in the date field.

In this way the first opportunity created will record its created date on contact.
Madhan Raja MMadhan Raja M

Using workflow we cannot update a Contact field from Opportunity.

 

Create a trigger in Opportunity which updates the Contact date field when Contact date field is blank.

 

Regards,

Madhan Raja M