If you looking to update your open Opportunity Amount on Account in Salesforce, you have arrived at the right place!
You can update an open opportunity on Account in the following ways
- Using the Rollup Summary field
- Using Apex Trigger
A Rollup summary field shows the sum, minimum, or maximum value of a field in a related list. However, there is a limitation of 25 rollup summary fields per object, but this number can be increased up to 40.
So, in this blog, we have shared the Apex Trigger to update the opportunity amount on Account and the steps to accomplish so using the roll-up summary.
Let’s begin with the Roll Up Summary field.
1. Rollup Summary Field
1. Create New Field on the Account
2. Select type as rollup summary and click next
3. Give a name to the field and click on next
4. Select opportunity object, rollup type to sum and you condition in our case opportunity not equal to closed
5. Now Next, Next and Save.
2. Using Apex Trigger Code
Conclusion
There you have it! Feel free to try the above solution to update your open opportunity on Account in Salesforce and share your thoughts with us.
And, Stay tuned to our next coverage to learn about another interesting Salesforce development solution! Till then, Happy learning!
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