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link id of new object record to the record which triggered the creation though they are not parent/child
Hello,
I've created the below trigger so that our Telemarketing (Inside Sales) initiatives will open an Opportunity if the Inside Sales record's outcome__c field = "Meeting Scheduled". I have a lookup field for each object linking them. I have code to pass the originating record's id to the lookup field of the created record, but I need to get the new record's id sent back to the lookup field on the originating record. The lookup field on the originating record is Opportunity__c. Any assistance is appreciated.
trigger OpportunityCreate on Inside_Sales__c (after Update) {
//The purpose of this trigger is to automatically create an open opportunity when a telemarketer
//has successfully scheduled a meeting or presentation in reference to an inside sales initiative
//This trigger kicks off when an inside sales initiative has an outcome of meeting scheduled or present. scheduled
//Here we are creating a list of Opportunity records
//We create a lists or batches so that we can avoid exceeding governor limits
List<Opportunity> Opps = new List<Opportunity>();
//Here we are specifying to run the trigger only if the if statemenet is met
//We have multiple if statements
for (Inside_Sales__c updatedInsideSales : Trigger.New){
//Here we are stating to run the trigger if outcome equals meeting scheduled
if(updatedInsideSales.CreateOpp__c == True){
//If the above if statement was met the below parameters will be passed
Opps.add(new Opportunity(
AccountId = updatedInsideSales.Account_Name__c,
OwnerID = updatedInsideSales.Sales_Manager__c,
InsideSales__c = updatedInsideSales.Id,
Telemarketing__c = 'Yes',
Name = updatedInsideSales.Account_Name_Text__c,
Owner_s_Region__c = updatedInsideSales.PDX_Region__c,
StageName = 'Presentation',
CloseDate = date.today()+60));
}
}
//Here we are inserting the opportunity records
insert Opps;
}
I've created the below trigger so that our Telemarketing (Inside Sales) initiatives will open an Opportunity if the Inside Sales record's outcome__c field = "Meeting Scheduled". I have a lookup field for each object linking them. I have code to pass the originating record's id to the lookup field of the created record, but I need to get the new record's id sent back to the lookup field on the originating record. The lookup field on the originating record is Opportunity__c. Any assistance is appreciated.
trigger OpportunityCreate on Inside_Sales__c (after Update) {
//The purpose of this trigger is to automatically create an open opportunity when a telemarketer
//has successfully scheduled a meeting or presentation in reference to an inside sales initiative
//This trigger kicks off when an inside sales initiative has an outcome of meeting scheduled or present. scheduled
//Here we are creating a list of Opportunity records
//We create a lists or batches so that we can avoid exceeding governor limits
List<Opportunity> Opps = new List<Opportunity>();
//Here we are specifying to run the trigger only if the if statemenet is met
//We have multiple if statements
for (Inside_Sales__c updatedInsideSales : Trigger.New){
//Here we are stating to run the trigger if outcome equals meeting scheduled
if(updatedInsideSales.CreateOpp__c == True){
//If the above if statement was met the below parameters will be passed
Opps.add(new Opportunity(
AccountId = updatedInsideSales.Account_Name__c,
OwnerID = updatedInsideSales.Sales_Manager__c,
InsideSales__c = updatedInsideSales.Id,
Telemarketing__c = 'Yes',
Name = updatedInsideSales.Account_Name_Text__c,
Owner_s_Region__c = updatedInsideSales.PDX_Region__c,
StageName = 'Presentation',
CloseDate = date.today()+60));
}
}
//Here we are inserting the opportunity records
insert Opps;
}
Map<Id,Id> insideSalesANDOppMap = new Map<Id,Id>();
for(Opportunity o : Opps){
insideSalesANDOppMap.put(o.InsideSales__c,o.Id);
}
List<InsideSales__c> toUpdate = new List<InsideSales__c>();
for(Id i :insideSalesANDOppMap.keySet()){
toUpdate.add(new InsideSales__c(Id=i,Opportunity__c=insideSalesANDOppMap.get(i)));
}
update toUpdate;
This update would cause recursion of the trigger so please prevent that from happening. You can refer the below link for that ,
https://help.salesforce.com/apex/HTViewSolution?id=000133752&language=en_US
trigger OpportunityCreate on Inside_Sales__c (after Update) {
if(checkRecursive.runOnce()){
//The purpose of this trigger is to automatically create an open opportunity when a telemarketer
//has successfully scheduled a meeting or presentation in reference to an inside sales initiative
//This trigger kicks off when an inside sales initiative has an outcome of meeting scheduled
//Here we are creating a list of Opportunity records
//We create a lists or batches so that we can avoid exceeding governor limits
List<Opportunity> Opps = new List<Opportunity>();
//Here we are specifying to run the trigger only if the if statemenet is met
//We have multiple if statements
for (Inside_Sales__c updatedInsideSales : Trigger.New){
//Here we are stating to run the trigger if outcome equals meeting scheduled
if(updatedInsideSales.CreateOpp__c == True){
//If the above if statement was met the below parameters will be passed
Opps.add(new Opportunity(
AccountId = updatedInsideSales.Account_Name__c,
OwnerID = updatedInsideSales.Sales_Manager__c,
InsideSales__c = updatedInsideSales.Id,
Telemarketing__c = 'Yes',
Name = updatedInsideSales.Account_Name_Text__c,
Owner_s_Region__c = updatedInsideSales.PDX_Region__c,
StageName = 'Presentation',
CloseDate = date.today()+60));
}
}
//Here we are inserting the opportunity records
insert Opps;
Map<Id,Id> insideSalesANDOppMap = new Map<Id,Id>();
for(Opportunity o : Opps){
insideSalesANDOppMap.put(o.InsideSales__c,o.Id);
}
List<Inside_Sales__c> toUpdate = new List<Inside_Sales__c>();
for(Id i :insideSalesANDOppMap.keySet()){
toUpdate.add(new Inside_Sales__c(Id=i,Opportunity__c=insideSalesANDOppMap.get(i)));
}
update toUpdate;
}
}