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Need Help: Map Account Fields to Opportunity
We have Account Custom Roll-Up Summary Fields that we want to map to similar fields under the Opportunity for the Account. The Opportunity fields need to update automatically when and if the mapped Account fields are updated.
Any suggestions? We are also open to hiring a developer to accompish this for us.
Hi,
Blat-Lapidot are certified consulting partners of Salesforce.com. Our team has engaged several projects like the one you are describing.
Please contact me at omer@blat-lapidot.co.il so we can schedule a conversation with one of our Salesforce.com experts.
Best,
Omer Cygler.
VP, business development
www.blat-lapidot.com
Hi
I have had similar problems to your problem. I don't think a workflow rule will work because you can only make a Workflow in one object area.
The other alternative is to create a trigger or one could write API code that would update this data programmatically using a console app that updates your Salesforce application every few minutes
I charge $60.00 per hour and you can contact me on smoore10000@gmail.com
Thanks
Stephen
We have several developers on our staff, please let me know if we can assist.
I'm a sf freelance with experience of Web Api. Apex, S-Control.
And my hour rate is very cheap, If you need any help, please let me know.kunlun.software@gmail.com