-
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
-
This discussion was modified 8 years, 6 months ago by
Meddimala Ranjith.
-
This discussion was modified 8 years, 6 months ago by Forcetalks.
-
This discussion was modified 8 years, 6 months ago by Forcetalks.
-
This discussion was modified 8 years, 6 months ago by
-
1 Reply
-
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.
Log In to reply.
Popular Salesforce Blogs
Salesforce Lightning Web Components: The new way of creating robust components for modern browsers
Salesforce has been on a great journey with the Lightning modules. In 2014, Salesforce had launched the Lightning component framework that was supported by the…
The ABC's of Salesforce - All you Need to Know
When you’re new to Salesforce, it’s easy to get lost in the lingo. There’s just so much information to digest that it can be overwhelming…
What Sets Salesforce Apart as the Top CRM Choice?
In today’s competitive business landscape, choosing the right Customer Relationship Management (CRM) system is crucial for an organization’s success. With a multitude of CRM options…
Popular Salesforce Videos
How To Use Salesforce Marketing Cloud Automation Studio
In this video, you will learn how to use Salesforce Marketing Cloud Automation Studio which will help in automating various processes. The following points will…
Get Started with Salesforce Order Management in Commerce Cloud
This video will give you an overview of Salesforce Order Management and how to get started with implementing and using the application. In this session…
What is Data Management in Salesforce Admin?
Data Loader is a tool to process bulk records and we can process five million records with the data loader.
