Sign Up ›

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
Amruta ChaudharyAmruta Chaudhary 

how can we update compact layout field with others object field ?


There are three object
Opportunity, workflow and quote
Flow is
.Create Opportunity>Create Workflows(we can create more than 1) from Opportunity>Create a Proposal/Quote from Opportunity(we can create more than quote but only one quote will be primary)


Requirement
1- We want to update the field on the Workflow object
quote number-
quote status-
and these field will fetch the value from quote object field
quote number-
quote status-
 
PriyaPriya (Salesforce Developers) 
Hey Amruta,

If the objects have lookup relationship among themselves, then develop a trigger to create opportunity and create the child object record(here workflow) from the opportunity. 

Here is the sample code :- (While creating the account, create the child record -opportunity) 
trigger CreateOppOnAccount on Account (after insert) {
    
    Opportunity op = new Opportunity();
    
    for (Account a:trigger.new){
        if(a.Industry=='Apparel'){
            
            op.name= a.Name;
            op.CloseDate = system.today()+15;
            op.StageName='Prospecting';
            op.AccountId=a.Id;
             
        }
        
    }

Thanks!