• Atangudu
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We have an after update and insert, trigger on Opportunities which fetches a valude from an account field and updates back on opportunity. It works perfectly fine when any opportunity recorde is created or updated from UI. However the trigger is not getting fired when an opportunity record is updated using excel connector.

Can some one please throw some light on this. Thanks. 

  • April 12, 2009
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We are a service based company. When we sell a service (product) we can sell it at a Base Fee, Contingent Fee, or Hourly fee. We also have a couple of standard prices. The Contingent fee model is a calculator in which the sales person has to enter client spend, how much of spend the client will save and then how much of that savings we get as our fee. We could also have a base fee.

For example, we could charge a client $20,000 to do data collection and analysis. This could be a Base Fee (one time fee) and we would recognize our revenue on Nov 1 2008. Then we could also have a contingent fee based on the savings. If we save the client 100,000 a month (calculated by taking client monthly spend * savings %) and we get 20% of that, we would get $20,000 revenue. This revenue may not start until May 2009 and would go for 12 months.

I want to be able to utilize forecasting, quotas and products. So, I create a product called Base fee, one called contingent fee and one called hourly fee. (we do re-sale products as well, so I would have some standard product costs). I want the sales rep to create an opportunity for Company ABC. Maybe this is a packaging sourcing opportunity where we will save the manufacturer (our client) money on their packaging. The sales rep would add a base fee product to the opportunity and would also add a contingent fee product to the opportunity. They would have to be separate since they both have different revenue schedules.

The problem is, that when they add 'Base Fee'  product I only want them to see 'Base Fee' fields. When they add 'Contingent' Fee product, I only want them to see Contingent fields. We will possibly have more complex models built as well. I can't have one pagelayout for Opportunity product with Base Fee section, Contingent Fee section, hourly fee section, and other section and rely on our sales rep to fill out just the Base fee portion when adding the base fee product and just the contingent portion when adding the contingent product.

I NEED a record type by Opportunity, but from what I see on the blogs it doesn't exist.

Any ideas on how to get around this?