Apex Code Development You need to sign in to do that
Don't have an account?
Choccy New to Apex. Create account with pre-populated fields and also create associated opportunity
Hi, I'm trying to learn so decided to write a trigger that pre-populated the SLA field when an account was created, and also created an opportunity with pre-populated fields.
I have managed to either:
Create an account WITHOUT the pre-populated SLA field and WITH an associated opportunity,
OR
Create an account WITH the pre-populated SLA field and create an opportunity that is NOT associated with the account.
I can't work out how to combine the two, can anyone help please?
This is my code:
This version creates both correctly, but excludes the auto completion of the SLA field (used After insert as Before causes read only error):
trigger NewAccountOppTEST on Account (After insert) {
List<Opportunity> OppList = new List<Opportunity>();
//Auto populate SLA field for new account
for (account acc : Trigger.new ){
{
//Create opportunity
Opportunity opp = new Opportunity();
opp.name = 'Auto Created again';
opp.CloseDate = Date.today()+7;
opp.Stagename = 'Prospecting';
opp.AccountID = acc.id;
OppList.add(opp);
}
Insert OppList;
}
}
This version creates everything but the opportunity is orphaned:
trigger NewAccountOppTEST on Account (Before insert, after update) {
List<Opportunity> OppList = new List<Opportunity>();
//Auto populate SLA field for new account
for (account acc : Trigger.new ){
acc.SLA__c = 'Gold';
{
//Create opportunity
Opportunity opp = new Opportunity();
opp.name = 'Auto Created again';
opp.CloseDate = Date.today()+7;
opp.Stagename = 'Prospecting';
opp.AccountID = acc.id;
OppList.add(opp);
}
Insert OppList;
}
}
I have managed to either:
Create an account WITHOUT the pre-populated SLA field and WITH an associated opportunity,
OR
Create an account WITH the pre-populated SLA field and create an opportunity that is NOT associated with the account.
I can't work out how to combine the two, can anyone help please?
This is my code:
This version creates both correctly, but excludes the auto completion of the SLA field (used After insert as Before causes read only error):
trigger NewAccountOppTEST on Account (After insert) {
List<Opportunity> OppList = new List<Opportunity>();
//Auto populate SLA field for new account
for (account acc : Trigger.new ){
{
//Create opportunity
Opportunity opp = new Opportunity();
opp.name = 'Auto Created again';
opp.CloseDate = Date.today()+7;
opp.Stagename = 'Prospecting';
opp.AccountID = acc.id;
OppList.add(opp);
}
Insert OppList;
}
}
This version creates everything but the opportunity is orphaned:
trigger NewAccountOppTEST on Account (Before insert, after update) {
List<Opportunity> OppList = new List<Opportunity>();
//Auto populate SLA field for new account
for (account acc : Trigger.new ){
acc.SLA__c = 'Gold';
{
//Create opportunity
Opportunity opp = new Opportunity();
opp.name = 'Auto Created again';
opp.CloseDate = Date.today()+7;
opp.Stagename = 'Prospecting';
opp.AccountID = acc.id;
OppList.add(opp);
}
Insert OppList;
}
}
I have written the same code in another way, hope this one works
trigger NewAccountOppTEST on Account (After insert) {
List<Opportunity> OppList = new List<Opportunity>();
List<Account> accList = [select Id, SLA__c from Account where Id IN:Trigger.new];
//Auto populate SLA field for new account and create related opportunity
for (account acc : accList ){
acc.SLA__c = 'Gold';
Opportunity opp = new Opportunity();
opp.name = 'Auto Created again';
opp.CloseDate = Date.today()+7;
opp.Stagename = 'Prospecting';
opp.AccountID = acc.id;
OppList.add(opp);
}
update accList;
if(OppList.size() >0) {
Insert OppList;
}
}
Thanks
Surya G
All Answers
Greetings!
You don't need DML to update current records in before insert triggers.
To auto-populate SLA Field in Account.
In a for loop.
for (account acc : Trigger.new ) { //After the Opportunity code, write this code //Populate SLA acc.SLA_Field__c = 'Value you want'; }If you find your Solution then mark this as the best answer.
Thank you!
Regards,
Suraj Tripathi
I have written the same code in another way, hope this one works
trigger NewAccountOppTEST on Account (After insert) {
List<Opportunity> OppList = new List<Opportunity>();
List<Account> accList = [select Id, SLA__c from Account where Id IN:Trigger.new];
//Auto populate SLA field for new account and create related opportunity
for (account acc : accList ){
acc.SLA__c = 'Gold';
Opportunity opp = new Opportunity();
opp.name = 'Auto Created again';
opp.CloseDate = Date.today()+7;
opp.Stagename = 'Prospecting';
opp.AccountID = acc.id;
OppList.add(opp);
}
update accList;
if(OppList.size() >0) {
Insert OppList;
}
}
Thanks
Surya G
you might find this thread helpful
https://developer.salesforce.com/forums/?id=906F00000008ztOIAQ