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trigger to create quote problem, Please
Hi everybody, I have a problem on my project, because I am new, so please help me, thank you a lot:)
My problem:
I need automatically create a quote on opportyunity by trigger, and I need use some data from custom object which are from OrderFromWeb__c and Orders__c. So, once I create an order__c, will trigger an new opportunity and then according to this opportunity to create an quote.
could any one can give me a example code for this, thank you:)
My problem:
I need automatically create a quote on opportyunity by trigger, and I need use some data from custom object which are from OrderFromWeb__c and Orders__c. So, once I create an order__c, will trigger an new opportunity and then according to this opportunity to create an quote.
could any one can give me a example code for this, thank you:)
1. Create a Lighning process builder for ht Order whenever record is created then selecte the action as 'Create record' and create the Opportunity record.
2. Create a another process builder for the object Opportunity with same criteria and create your quote object in the action.
To know, more about lighning builder take a look into this Trailhead module - https://developer.salesforce.com/trailhead/force_com_admin_intermediate/business_process_automation/process_builder
{
if(Trigger.isAfter)
{
List<Opportunity> oppCreatelist=new List<Opportunity>();
List<Quote> quoteCreatelist=new List<Quote>();
for(ChildObj__c c: Trigger.new)
{
//Create opportunity based on your requirement i.e assign values form your custom object to opportumnity
//You can use your OrderFromWeb__c data to create opportunity.
Opportunity opp=new Opportunity();
opp.name=c.name;
opp.StageName='Prospecting';
opp.CloseDate=date.today().addDays(30);
oppCreatelist.add(opp);
//Create opportunity based on your requirement i.e assign values form your custom object to opportumnity
Quote qt=new Quote();
qt.name=c.name;
quoteCreatelist.add(qt);
}
if(!oppCreatelist.isEmpty())
insert oppCreatelist;
Integer numberOfRecords=oppCreatelist.size();
// Assign opportunity to Quote
for(Integer i=0; i<numberOfRecords;i++)
{
quoteCreatelist[i].Opportunityid=oppCreatelist[i].id;
}
if(!quoteCreatelist.isEmpty())
insert quoteCreatelist;
}
}
Let me know if this works for you.