-
Help me on the given Salesforce Trigger Scenario
Scenario 1.
1) Make two number fields on contact object Amount_X Amount_Y
2) Make one picklist field "Type" , values ('Positive', 'Negative')
3) Make two number fields on account Rollup_Amount_X Rollup_Amount_Y Rollup_Amount
4) Make one trigger on contact object, which will do following: --> Sum all child of contact's field "Amount_X" and store in parent account's "Rollup_Amount_X" Where Type is "Positive" --> Sum all child of contact's field "Amount_Y" and store in parent account's "Rollup_Amount_Y" Where Type is "Negative" --> Sum all child of contact's field "Amount_X" + "Amount_Y" and store in parent account's "Rollup_Amount"
5) Make trigger as bulk / Test class
-
2 Replies
-
Hi Sajid,
You can have a trigger something like --
trigger calculateAmount on Contact(after update,after insert){
set<Id> idList = new set<Id>();
List<Account> accList = new List<Account>();
for(Contact con: Trigger.new){idList.add(con.AccountId);
}
List<Account> accList = [Select Id,Rollup_Amount_X__c,Rollup_Amount_Y__c (Select Id,Amount_X__c, Amount_Y__c, Type__c from Contacts) from Account where Id in:idList];for(Account acc: accList){
Integer amountx=0;
Integer amounty=0;
for(Contact con: acc.Contacts){if(con.Type__c=='Positive'){
amountx += con.Amount_X__c;
}else{amounty += con.Amount_Y__c;
}
}
acc.Rollup_Amount_X__c = amountx;
acc.Rollup_Amount_Y__c = amounty;
accList.add(acc)
}update accList;
}Hope this helps.
Thanks,
Subhendu -
Hey sajid,
trigger sumcontact on Contact (after insert , after update) {
list<account> updateacc = new list<account>();
set<id> aid = new set<id>();
for(contact con : trigger.new)
{
aid.add(con.accountid);
}
list<account> acclist =[select id , name,Rollup_Amount__c ,(select id, name,Amount_X__c,Type__c ,Amount_Y__c from contacts ), Rollup_Amount_X__c ,Rollup_Amount_Y__c from account where id in : aid];
for(account acc : acclist)
{
decimal amountx =0.0;
decimal amounty =0.0;
decimal totalsum ;
for(contact con:acc.contacts)
{
if(con.Type__c == 'positive')
{
amountx += con.Amount_X__c;
acc.Rollup_Amount_X__c = amountx;
}
else{
amounty += con.Amount_Y__c;
acc.Rollup_Amount_Y__c = amounty;
}
}
totalsum = amountx + amounty ;
acc.Rollup_Amount__c = totalsum ;
updateacc.add(acc);
}
update updateacc;
}Hope this help for others.
Thanks
Ashi
Log In to reply.
Popular Salesforce Blogs
Why Get Your Business Started with Salesforce Sustainability Cloud?
Salesforce Sustainability Cloud is a powerful platform designed to help companies track, analyze, and report on their sustainability performance. The tool provides a comprehensive set…
Learn Salesforce Einstein – Chapter 7 (What is Training in Machine Learning?)
Training a process where we create a model using our datasets. Every prediction query goes to Model, not to the dataset. Let's assume we have…
Salesforce Year 2021 Highlights
As we come to a year-end, we cannot wrap up the year without acknowledging all the significant and game-changing work Salesforce has done in the…
Popular Salesforce Videos
What is Approval Process in Salesforce?
Automated process that approves records for the organization and it can be defined with a sequence of steps. Watch the video to learn and if…
Deleting Contacts in Salesforce Marketing Cloud
Delete contacts to remove contact information from your Marketing Cloud Contact Builder account. Delete contact information to meet data compliance regulations. In this episode, Eliot…
Deep Dive into Salesforce Connected App
In this session, we will deep dive into Salesforce Connected app, its usage for Salesforce developers and admins, various options and configurations provided for Authentication…
