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levi6dblevi6db 

Need help with a Trigger

Hi all,

 

I am trying to create a formula, but it is not working for the problem that I have.  I am just starting to learn about triggers and need some help with one.

 

The fields called "Forecast Category" and "Stage" on the Opportunity page, are the two fields I am using.

 

I am trying to override the auto update of the Forecast Category when I change the Opportunity stage.

 

Forecast Field = Committed

Stage = Proposal

 

If the Stage is changed from Proposal to Contract, the system auto updates the Forecast to "Upside". 

 

On Save = I would like for the Forecast to stay as "Committed", but only if the prior Stage was "Proposal" and the Forecast was "Committed".

 

 

I hope that makes sense.  Any help would be greatly appreciated!

 

Thanks,

Alex

 

 

Best Answer chosen by Admin (Salesforce Developers) 
levi6dblevi6db

I figured it out, but now I cannot deploy it.  Anyone have a how to guide on deploying triggers into Salesforce.com?

 

 

/*
Update Forecast field to Committed.
*/

trigger ForecastUpdate on Opportunity (before update) {

/*Loop every new location you enter*/
for(Opportunity l:trigger.new) {
Opportunity oldopp = trigger.old[0];

    if(l.StageName=='Contract' && l.ForecastCategoryName=='Upside' && 
    oldopp.StageName=='Proposal' && oldopp.ForecastCategoryName=='Committed'){
      l.ForecastCategoryName='Committed';  
     }
     }
}