Issues with account and opportunities in Salesforce

Tagged: Accounts in Salesforce, Automatic Sharing, Automation Rules, Opportunity Component, Opportunity Detail, Opportunity Object, Opportunity Record, Salesforce Accounts, Salesforce Automation, Salesforce Customization, Salesforce Opportunity, Task, Task Field

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Issues with account and opportunities in Salesforce

Posted by Meddimala Ranjith on April 26, 2018 at 9:49 AM
If an account has 3 or more than 3 opportunities, then one task will automatically get created, the task should be related to account
- This discussion was modified 8 years, 3 months ago by Meddimala Ranjith.
- This discussion was modified 8 years, 3 months ago by Forcetalks.
- This discussion was modified 8 years, 3 months ago by Forcetalks.
Shubham replied 8 years, 3 months ago 2 Members · 1 Reply
1 Reply

Shubham

Member
April 26, 2018 at 11:24 AM

To solve this scenario, you can create after insert trigger on opportunity and add simple logic to Insert a task to the related account when Opportunity's account have more than or equal to 3 opportunities.

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