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rishi jaykar 1 Condidate Trigger for portal user
Hi
Create object : Condidate__c
Fields : (All Text fields)
First Name
Last Name
Email
Brokerage
Manage Brokerage
Condidate Status (Webinar - Attended , Webinar -Not Attended)
User Created ( checkbox)
On insert:
1. Create Account if Brokerage !=null
2. Create another account if Manage Brokerage != null and set parentId = Brokerage account id (created in 1 point)
3. Create new contact record and set accountId = Manage Brokerage account id (created in 2 point)
create new field condidate__c(lookup) on contact and fill it with Condidate__c record id
4. Create task record for contact record (created in point 3)
Task.WhoId = contactId
Task.WhatId = Condidate__c
Task.Subject = 'Portal Contact Setup';
On Update :
if Condidate__c Status = Webinar - Attended and User Created = false ,
1. Create Portal user for Condidate child contact created in 3 point.
Create object : Condidate__c
Fields : (All Text fields)
First Name
Last Name
Brokerage
Manage Brokerage
Condidate Status (Webinar - Attended , Webinar -Not Attended)
User Created ( checkbox)
On insert:
1. Create Account if Brokerage !=null
2. Create another account if Manage Brokerage != null and set parentId = Brokerage account id (created in 1 point)
3. Create new contact record and set accountId = Manage Brokerage account id (created in 2 point)
create new field condidate__c(lookup) on contact and fill it with Condidate__c record id
4. Create task record for contact record (created in point 3)
Task.WhoId = contactId
Task.WhatId = Condidate__c
Task.Subject = 'Portal Contact Setup';
On Update :
if Condidate__c Status = Webinar - Attended and User Created = false ,
1. Create Portal user for Condidate child contact created in 3 point.