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mcareymcarey 

Making "Competitor Required" validation on an Opportunity

Any pointers on how to make it required to have at least one value in the competitor related list on close lost/close won of an Opportunity?  This is not available in the standard validation on the Opp since I can't get to the Competitor fields.  Any thoughts or code you have written for something similar?

Best Answer chosen by Admin (Salesforce Developers) 
vishal@forcevishal@force

Yes you'll need a trigger for this.

 

trigger checkForCompetitors on Opportunity (before update) 
{
	Set<Id> closedOppIds = new Set<Id>();
    Set<Id> oppsHavingCompetitors = new Set<Id>();

     // fetch all the Opportunity Id's that have been closed
     for(Opportunity opp : trigger.new)
     {
          if(trigger.OldMap.get(opp.Id).StageName != 'Closed Won' && trigger.OldMap.get(opp.Id).StageName != 'Closed Lost'
             && (opp.StageName == 'Closed Won' || opp.StageName == 'Closed Lost'))
          {
                closedOppIds.add(opp.Id);
          }
     }

     // fetch Opportunity Id's that have been closed and have a Competitor
     for(OpportunityCompetitor oc : [Select OpportunityId From OpportunityCompetitor Where OpportunityId IN : closedOppIds ])
     {
          oppsHavingCompetitors.add(oc.OpportunityId);
     }

     // compare the two sets (one has closed opportunity id's and other has closed opps hacing a competitor)
     // Left out opp's should not be allowed to close, so we throw an error.
     for(Opportunity o : trigger.new)
     {
           if(closedOppIds.contains(o.Id) && !oppsHavingCompetitors.contains(o.Id))
                o.addError('Atleast one competitor is required before closing an Opportunity');
     }
}

 Hope this helps :)

All Answers

Hengky IlawanHengky Ilawan

Hi,

 

Maybe you can write a trigger to check into the OpportunityCompetitor object if there is at least one record tagged to the current opportunity?

 

Regards,

Hengky
vishal@forcevishal@force

Yes you'll need a trigger for this.

 

trigger checkForCompetitors on Opportunity (before update) 
{
	Set<Id> closedOppIds = new Set<Id>();
    Set<Id> oppsHavingCompetitors = new Set<Id>();

     // fetch all the Opportunity Id's that have been closed
     for(Opportunity opp : trigger.new)
     {
          if(trigger.OldMap.get(opp.Id).StageName != 'Closed Won' && trigger.OldMap.get(opp.Id).StageName != 'Closed Lost'
             && (opp.StageName == 'Closed Won' || opp.StageName == 'Closed Lost'))
          {
                closedOppIds.add(opp.Id);
          }
     }

     // fetch Opportunity Id's that have been closed and have a Competitor
     for(OpportunityCompetitor oc : [Select OpportunityId From OpportunityCompetitor Where OpportunityId IN : closedOppIds ])
     {
          oppsHavingCompetitors.add(oc.OpportunityId);
     }

     // compare the two sets (one has closed opportunity id's and other has closed opps hacing a competitor)
     // Left out opp's should not be allowed to close, so we throw an error.
     for(Opportunity o : trigger.new)
     {
           if(closedOppIds.contains(o.Id) && !oppsHavingCompetitors.contains(o.Id))
                o.addError('Atleast one competitor is required before closing an Opportunity');
     }
}

 Hope this helps :)

This was selected as the best answer
mcareymcarey

Thanks, I think this is what I need.  I'll try it out on the sandbox.