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Lisa Kattawar
Opportunity Trigger to copy partner from account
Background:
In our org
Accounts have a Partner related list (this is an account to account relationship with a "role" of "Reseller")
Opportunities have a Partner related list (this is an opportunity to account relationship with a "role" of "Reseller")
I need a trigger, such that when an opportunity is created on an account that has a "Reseller" Partner, the Opportunity gets created with the same "Reseller" Partner
I believe the Opportunity Trigger will need to do the following:
On Opportunity Create
If Opportunity.Account has a Partner where Role=Reseller
Add the Partner to the Opportunity with Role=Reseller
I think that's it. I don't believe there's any "else" logic.
If you have code that you're willing to share, I will be extremely grateful. I'm not a developer, but if I can get some code that is close to what I need I can usually modify it for my specific needs.
Thanks in advance, for any assistance!!!
In our org
Accounts have a Partner related list (this is an account to account relationship with a "role" of "Reseller")
Opportunities have a Partner related list (this is an opportunity to account relationship with a "role" of "Reseller")
I need a trigger, such that when an opportunity is created on an account that has a "Reseller" Partner, the Opportunity gets created with the same "Reseller" Partner
I believe the Opportunity Trigger will need to do the following:
On Opportunity Create
If Opportunity.Account has a Partner where Role=Reseller
Add the Partner to the Opportunity with Role=Reseller
I think that's it. I don't believe there's any "else" logic.
If you have code that you're willing to share, I will be extremely grateful. I'm not a developer, but if I can get some code that is close to what I need I can usually modify it for my specific needs.
Thanks in advance, for any assistance!!!
Seems like we cannt update these field :
https://success.salesforce.com/ideaView?id=08730000000BqP8 I have develped this code.
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