Apex Code Development You need to sign in to do that
Don't have an account?
Carlos Tasayco Silva Update an opportunity field with the same data from product field
Dear Friends,
We are trying to implement a new opportunity field based on a field from product object. Basically in product we have a field where is the brand of the product (A,B,C), however we need this field in the opportunity object because we are trying to implement a new field which will depend of the brand but because the brand is not in opportunity object we cannot do this.
I look forward hearing from you soon.
Warm regards
We are trying to implement a new opportunity field based on a field from product object. Basically in product we have a field where is the brand of the product (A,B,C), however we need this field in the opportunity object because we are trying to implement a new field which will depend of the brand but because the brand is not in opportunity object we cannot do this.
I look forward hearing from you soon.
Warm regards
If this solution helps, Please mark it as best answer.
Thanks,
All Answers
As per my understanding you want a field to be copied from product to opportunity. But we usually have multiple products for the opportunity . In this scenerio which product it should consider?
Thanks,
Thanks for your fast response, you are right the field from Product is the brand, it means I don't want the name of the product, in the company we only sell 3 brands (A,B,C). Basically I want in opportunity 3 fields as Brand_A (yes,no), Brand_B(yes_no) and Brand_C(yes_no), if in the opportunity we are selling 2 of the 3 brands I would expect this: Brand_A YES, Brand_B NO and Brand_C YES.
The field BRAND is already done in Product object with only those 3 options.
Warm regards
if you need any assistanse, Please let me know!!
Kindly mark my solution as the best answer if it helps you.
Thanks
Mukesh
By writing a record trigger flow on opportunity line item we can copy that from product to opportunity . Please find the below.
Continuing in another comment as maximum no of images exceeded.
If this solution helps, Please mark it as best answer.
Thanks,
1. I am inserting here Record, Opportunity ID, Opportunity ID (I don't know if is correct) please could help me with what exactly I should insert here.
2. My flow ends in this way, not like you are showing:
3. When I run, this warning appears
I appreciate your help
I lok forward hearing from you soon guys.
Warm regards
Try to use the Auto Layout Beta version while creating the flow.
In update record the opportunity id should be equal to Record->Opportunity->id as shown below.
Once you save the flow we have to activate it . Let me know if you need any other clarifications.
If this solution helps, Please mark it as best answer.
Thanks,
Thanks for your help, Apparently I did all what you are explaining, however I am seeing the same mistake:
My flow now is similar than you:
Maybe the fields I created are wrong:
- Marca is a picklist in object Product
- Marca A,B,C are text fields in opportunity product and opportunity objects
- The same in opportunity
I look forward hearing from you soon.
Warm regards
The flows seems to be good now. Can i know if the flow is activated? if activated now try to update the product value picklist and check this fields need to be updated in opportunity. Just we need to activate the flow.
Thanks,
K. Sai Praveen Kumar
Definitely is activated
The option of the picklist in the Product Object:
In the rest as I mentioned, I have created 3 new fields as I am showing here:
I don't what can i am doing wrong.
Thanks