-
Help me on the given Salesforce Trigger Scenario
Scenario 1.
1) Make two number fields on contact object Amount_X Amount_Y
2) Make one picklist field "Type" , values ('Positive', 'Negative')
3) Make two number fields on account Rollup_Amount_X Rollup_Amount_Y Rollup_Amount
4) Make one trigger on contact object, which will do following: --> Sum all child of contact's field "Amount_X" and store in parent account's "Rollup_Amount_X" Where Type is "Positive" --> Sum all child of contact's field "Amount_Y" and store in parent account's "Rollup_Amount_Y" Where Type is "Negative" --> Sum all child of contact's field "Amount_X" + "Amount_Y" and store in parent account's "Rollup_Amount"
5) Make trigger as bulk / Test class
-
2 Replies
-
Hi Sajid,
You can have a trigger something like --
trigger calculateAmount on Contact(after update,after insert){
set<Id> idList = new set<Id>();
List<Account> accList = new List<Account>();
for(Contact con: Trigger.new){idList.add(con.AccountId);
}
List<Account> accList = [Select Id,Rollup_Amount_X__c,Rollup_Amount_Y__c (Select Id,Amount_X__c, Amount_Y__c, Type__c from Contacts) from Account where Id in:idList];for(Account acc: accList){
Integer amountx=0;
Integer amounty=0;
for(Contact con: acc.Contacts){if(con.Type__c=='Positive'){
amountx += con.Amount_X__c;
}else{amounty += con.Amount_Y__c;
}
}
acc.Rollup_Amount_X__c = amountx;
acc.Rollup_Amount_Y__c = amounty;
accList.add(acc)
}update accList;
}Hope this helps.
Thanks,
Subhendu -
Hey sajid,
trigger sumcontact on Contact (after insert , after update) {
list<account> updateacc = new list<account>();
set<id> aid = new set<id>();
for(contact con : trigger.new)
{
aid.add(con.accountid);
}
list<account> acclist =[select id , name,Rollup_Amount__c ,(select id, name,Amount_X__c,Type__c ,Amount_Y__c from contacts ), Rollup_Amount_X__c ,Rollup_Amount_Y__c from account where id in : aid];
for(account acc : acclist)
{
decimal amountx =0.0;
decimal amounty =0.0;
decimal totalsum ;
for(contact con:acc.contacts)
{
if(con.Type__c == 'positive')
{
amountx += con.Amount_X__c;
acc.Rollup_Amount_X__c = amountx;
}
else{
amounty += con.Amount_Y__c;
acc.Rollup_Amount_Y__c = amounty;
}
}
totalsum = amountx + amounty ;
acc.Rollup_Amount__c = totalsum ;
updateacc.add(acc);
}
update updateacc;
}Hope this help for others.
Thanks
Ashi
Log In to reply.
Popular Salesforce Blogs
How to Become a Salesforce Developer in 2024?
The world of customer relationship management (CRM) is undergoing a revolution, and at the forefront stands Salesforce, the undisputed king of cloud-based CRM solutions. But…
Convert Accounts and Contacts to Leads Easily With the Blink App
Converting accounts or contacts back to leads in Salesforce can be a challenging process as it goes against the standard Salesforce data model. That’s why ENWAY has…
Salesforce Distributed Marketing – Enabling the last mile to connect!
Salesforce Distributed Marketing – When you utter the name of a brand and people are able to instantly recognize, it’s not just because they know…
Popular Salesforce Videos
How to Get Experience Without the Job? | Salesforce Learning
Want to get experience without the job? Watch the full episode here: https://youtu.be/oG8sHOW8GI4 Shrey is a Chief Executive Officer at Cyntexa, a SILVER Salesforce Consulting…
SelectList, select Option & Action Function in Salesforce Apex Language
If you work upon salesforce and VF Pages, you have seen these words one is rendered, reRender, ActionFunction, param, onclick, onchange, In this video, you…
Salesforce Nonprofit Success Pack Implementation Guide
There are so many things to consider when using Salesforce Nonprofit Success Pack for your nonprofit organization that it can be tricky to know where…
