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cpo87 High level guidance for choosing correct developer solution to problem.
I am new to S-Controls and Apex and am looking for a nudge in the correct direction regarding solving a problem.
Problem: I would like to copy the Partner Name and Partner Role from an opportunity when the opportunity is marked as Closed - Won and then populate those values into a custom object that is also associated to that same opportunity. The reason for doing this is that I want a status field associated to that partner connection so I would also have a status field in that custom object.
Please direct me toward the correct techology to solve this problem. Thanks!
werewolfAn Apex trigger would likely be your best bet.