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Mleary Need help with Apex Trigger
The Standard Object Invoicing is created from the Opportunity. There are three custom lookup fields on invoicing - Account Name, Opportunity Owner, and Client Success Manager. The Account Name and Opportunity Owner can be found on the Opportunity. The Client Success Manager can be found on the Account as a custom field.
Could someone help me write code test code to auto-fill the 3 lookup fields on the Invoice?
hi
you can write formula field on opportunity for getting client success manager id
formula field looks like
opportunity.account.client_success_Manager__c
We would like for them to be lookup fields as opposed to formula fields.
Hi
how your are creating invoice records? using trigger on opportunity?