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Challenge: Create a Salesforce trigger that automates the creation of Refill Opportunities as follows: When an Opportunity is updated to Closed Won, check if a
Challenge: Create a Salesforce trigger that automates the creation of Refill Opportunities as follows:
When an Opportunity is updated to "Closed Won," check if a custom field called "Next Order Date" is created on the Opportunity object.
If the "Next Order Date" custom field exists, check if it has a future date date greater than the current date
If the Opportunity meets the criteria of having the "Next Order Date" field, being "Closed Won," and having a future "Next Order Date," create a new Refill Opportunity. Copy relevant information from the original Opportunity.
Ensure that the Refill Opportunity is assigned to the same owner of existing opportunity.
Log a record of the creation of Refill Opportunities, including details such as the original Opportunity ID Opportunity details, assigned representatives and timestamp.
New Opportunity Definition:
Opportunity Name: Existing Opportunity Account Name Refill
Account Name: Existing Opportunity Account
Closed Date: Enter the Next Order Date value from existing opportunuity
Stage: Needs Analysis
Amount: Existing Opportunity Amount
Description: Renewal opportunity from
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