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Raymond Airey Automatically add product based on total?
HI All,
We have decided to include a 'Postage and Handling' fee for all opportunities that are created under $100.
By that I want any opportunity that is created and saved under $100 to automatically added an opportunity product of 'POSTAGEHANDLING' with a price of $9.95.
What (if any) would be the easiest way to achieve this? I have tried using a workflow but couldnt achieve the correct outcome.
Any ideas would be greatly appreicated.
Ray
We have decided to include a 'Postage and Handling' fee for all opportunities that are created under $100.
By that I want any opportunity that is created and saved under $100 to automatically added an opportunity product of 'POSTAGEHANDLING' with a price of $9.95.
What (if any) would be the easiest way to achieve this? I have tried using a workflow but couldnt achieve the correct outcome.
Any ideas would be greatly appreicated.
Ray
Trigger is a piece of code that gets executed whenever a DML event occurs. Triggers are object specific and can handle all the DML events. You can find more information on trigggers here: https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_triggers.htm
All Answers
Do you want to add product ,If opportunity amount greater than 100 $ or Do you want to update "PostageHandling " field if amount greater than 100 $?
Regards,
Raja.
You cannot create records through workflow. There are 2 ways to achieve this (ie create a new OpportunityProduct record when Opportunity amount is greter than 100$):
1) Try exploring Process builder. It allows you to create new records. You can keep an entry criteria as if Oppty amount is greater then 100$, then only execute the process builder action. In the action, select create a new record.
2) The second way to achieve this is using a trigger.
Hope this helps. Thanks.
HI All,
Due to the backend system we use, we need to add a product rather than using the stock Salesforce field.
Just to clarify, we want to add the $9.95 postage charge to any orders under $100.
I will have a look at the process builder but could you clrify what a trigger is?
Appreicate all of the help,
Ray
Trigger is a piece of code that gets executed whenever a DML event occurs. Triggers are object specific and can handle all the DML events. You can find more information on trigggers here: https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_triggers.htm