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Jim Norden
Update a product/service if an certain Opportunity record type is selected
At our company we have 2 record types for Opportunty pages (Page A and Page B). What I am trying to do is that when a sales person is creating a new opportunity if they select the "Page B" Opportunity record type I want a specific Product (at our company we call them Services) to be automatically selected for that new opportunity.
I have tried to use a workflow but that does not work because it can't reference two different object (the Opportunity object and the Product object). I am assuming I will need to create a trigger for this but I pretty new to using triggers, I have tried for quite a while and haven't gotten anywhere close. Any help is greatly appreciated!
I have tried to use a workflow but that does not work because it can't reference two different object (the Opportunity object and the Product object). I am assuming I will need to create a trigger for this but I pretty new to using triggers, I have tried for quite a while and haven't gotten anywhere close. Any help is greatly appreciated!
You cannot achieve this requirement using a workflow and need to extend it to a trigger on opportunity to save product, once you save the opportunity. Can you share if you have written any trigger and we can modify it to help you.
Also standard products cannot be inserted directly under Opportunities they are used as OpportunityLineItems, is your Product object a custom object.