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mlundwall Show Opportunity Stage on Account
Hi,
I need to show the stage of the best opportunity on the related account.
I have done a similar thing with Expected Sign date like bellow.
| Expected_Sign_date__c | Roll-Up Summary (MIN Opportunity) |
However a rollup summary is not available for the Stage variable. I recon because it is a list.
Do you have any ideas on how to get the opportunity stage with the highest opportunity probability to the account?
One way that you could achieve this is to hold a lookup to the highest probability opportunity on the account record. You can then use formula fields to retrieve the various fields.
You'll need a trigger for every insert/update of an opportunity so that you can compare it against the highest probability stored for the account and overwrite if necessary. You'd also need one for deletes so that if the highest probability is deleted you find the next in line and apply that to the account.