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    Activity › Forums › Salesforce® Discussions › 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

    • Salesforce® Discussions

      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 7 years, 7 months ago by  Meddimala Ranjith.
      • This discussion was modified 7 years, 6 months ago by  Forcetalks.
      • This discussion was modified 7 years, 6 months ago by  Forcetalks.
      Shubham replied 7 years, 7 months ago 2 Members · 1 Reply
      • 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
    • 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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