-
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
Formula to Get Time Zone Based on Area Code in Salesforce
In this article, you will learn to create a formula to get the time zone based on Area Code in the phone number field in…
Questions to Ask Before Hiring the Services of a Salesforce Partner
To sustain in this era of cutthroat competition, maintaining superior customer relationships has become the need of the hour. This can be possible by providing…
Read this before you perform your Salesforce Data Migration
Salesforce Data Migration — Imagine if you were traveling to an exotic new destination for the holidays. You want to make sure that everything is…
Popular Salesforce Videos
Creating an Approval Process in Salesforce with Example
Approval Process in Salesforce is an automated process that automates how Salesforce records are approved in your org. Approval Process in Salesforce is a combination…
Integrate Salesforce and Active Directory Step by Step
The prospect of implementing Single Sign-on in your Salesforce org can seem daunting if you are unfamiliar with the process. In this live step-by-step demo…
Happy 2021 to the Salesforce Ohana
As 2020 comes to a close, the challenges of the past year give way to hopes of a new year full of love, cheer, &…
