• amit pandey 9
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i have a work scenario where i have to check first duplicate lead , if lead is not duplicate then send twilio SMS to lead mobile number.

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!