Howdy Folks! I am trying to write a trigger that will work like a roll up summary field. I have to run this through a trigger as I cannot create a master detail relationship with a managed custom object. This is using docusign.
The use case is this. When a doc is marked as completed in the custom object Docusign status (dsfs__DocuSign_Status__c). I need to get a count of items either completed or Denied and use that data to manage the Opportunity stage.
If status =complete, stage = Closed Won
if Status=Denied, Stage = Closed Lost
Has anyone run into this issue?! I cannot believe I am the first one to need this automation. Thanks folks!