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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
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';
}
}
}