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Bussiness logic in BatchAPex or Reports
HI All: i have one scenario
Oppoerunity is closed/won then we need to create one child Record for Opportunity.we are captruring Closed/won date.
when closed/won date (28/8/2015) then user within 10days(8/9/2015) user unable to create child record send email to salesmanagaer.
In mail we need send minimum oppoerutnity details to salesmanager
How can i do it ?help me out
Oppoerunity is closed/won then we need to create one child Record for Opportunity.we are captruring Closed/won date.
when closed/won date (28/8/2015) then user within 10days(8/9/2015) user unable to create child record send email to salesmanagaer.
In mail we need send minimum oppoerutnity details to salesmanager
How can i do it ?help me out
Can you cinfirm one thing.
1) first you have to create one child Record whenever the Opportunity stage as Closed won Automatically.This is the first scenarion am i correct?
2)Then user try to create the next child record within 10 days salemanger will get mail with the Opportunity deatils am i correct?
I am giving the solution for above mentioned criteria.
1)Create after insert Trigger on Opportunity to create a child Record.
2)Now create a Roll up summry field on Oppty to count childs.
3)Now write a Before Insert trigger on Opptyproduct to stop the Child creation
give a condition if(AND(Today() -Opportunity.CloseDate <= 10,
Opportunity.childcount__c >1) Disply errort message and make one check box field as True.
4)now write a Standard Email alert based on check box field. if it is true send mail with the desired field you want.
2)Then user try to create the next child record within 10 days salemanger will get mail with the Opportunity deatils am i correct?
User not create child record my closedate+10days then salesmanager will receive email,still ur sales not created child record.without creating any new field .if user can create no problem if not created then sent mail
2)yes.
Do you want to send mail to salesmanager after 11 days daily am i corrcet.
yes,with opportunity details like table name,accountnumber,staus,closedate.we need to send