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Gab Silvermotion Trigger to update fields in contact and opportunities after a call conclusion
Hello, i'm looking for help (my first trigger woohoo!) to do the following
after a sales rep calls a prospect (by logging a ''Call'' type task in opportunities), and the prospect says ''never call me again'', the reps select the ''do not call again'' call conclusion.
i'd like to make a trigger where when this is selected and saved, it would automatically update the ''do not call'' field in opps and in contact.
What do you have so far, where are you having issues?
actually, that would be my first trigger. so i don'T even know where to start. i tried everything i could with the UI, workflow rules wont work, i tried modifying the schema but it didnt work either.
basically what i want to do is : if a call conclusion contains "Stop Calls", i want to update a checkbox called ''stop calls'' in the opportunity
scenario : i will then use this checkbox in opportunities to filter out the ''stop calls'' from their call lists.
i do it manually with a dataloader right now, but it's annoying.
thanks