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Lakshmi S Update Account status from Opportunity based on Contract Expiration Date?
Hi Team,
Requirement: Update Account status from Opportunity based on Contract Expiration Date.
1. Contract expiration date >Today - need to update Status=Active.
2. Suppose we have 10 opportunities to an Account, If any one of the opportunity contract expiration date > Today, need to update Account Status=Active else Expired.
Please advise how can we achieve this requirement?
Thanks,
Lakshmi S.
Requirement: Update Account status from Opportunity based on Contract Expiration Date.
1. Contract expiration date >Today - need to update Status=Active.
2. Suppose we have 10 opportunities to an Account, If any one of the opportunity contract expiration date > Today, need to update Account Status=Active else Expired.
Please advise how can we achieve this requirement?
Thanks,
Lakshmi S.
You can try to update the field via process builder if this doesn't work a trigger on the Contract will work.
Please let me know if you need any further help.
Thanks