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field from previous opportunities
Dear Team,
when creating a new Opportunity record for a specific account, I would need to access the value of a custom field from the most recent closed-won opportunity of a certain deal type.
What would be the best approach here? Building an Opportunity Trigger and use SOQL to access the most recent opportunity?
Thank you.
GC
Here you need to update a field on Opportunity while creating a record so the best approach is to create a trigger.
Below code will help you: Mark as solved if found helpful.
Thanks