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Issues with account and opportunities in Salesforce
If an account has 3 or more than 3 opportunities, then one task will automatically get created, the task should be related to account
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This discussion was modified 7 years, 11 months ago by
Meddimala Ranjith.
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This discussion was modified 7 years, 10 months ago by Forcetalks.
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This discussion was modified 7 years, 10 months ago by Forcetalks.
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This discussion was modified 7 years, 11 months ago by
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1 Reply
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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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