[SalesForce] How to change opportunities stageName depending on account status

I need to change opportunity stageName depending on account status, if it's active or inactive. If it's inactive stageName needs to be changed to 'Closed Lost'. Otherwise, if the stageName is 'Closed Won' it doesn't need to change. We've been tying with this code but it doesn't work.

trigger OpportunityUpdate on Account (before insert,before update) {
    for(Account a : Trigger.new){
        if(a.Active__c == 'No'){
            Opportunity o = new Opportunity();
            if(o.StageName != 'Closed Won'){
                o.StageName = 'Closed Lost';
            }
        }
    }
}

Best Answer

There is no need for writing trigger on before insert. use only update event

trigger OpportunityUpdate on Account ( after update) {
    set<Id> setAccountId = new set<Id>();
    for(Account a : Trigger.new){
        if(a.Active__c == 'No'){
            setAccountId.add(a.Id);
        }
    }
    List<Opportunity> lstOpportunity = [SELECT Id, StageName FROM Opportunity WHERE AccountId IN: setAccountId];
    for(Opportunity objOpp: lstOpportunity)
    {
        if(objOpp.StageName != 'Closed Won'){
                objOpp.StageName = 'Closed Lost';
        }
    }
    update lstOpportunity;
}

Related Solutions

[SalesForce] Make Validation Rule bypass if TRIGGER is run

Use a hierarchical custom setting.

The setting just has two fields.

Location -> Lookup to user/profile
Skip_Validation__c -> Set it to true to skip validation.

Update your validation rules to not fire when Skip validation = true for the custom setting.

&& NOT($Setup.MyCustomSetting__c.Skip_Validation__c)

As the last step, your trigger shuts off validation at the start and enables it at the end.

MyCustomSetting__c tempSkipValidation = 
  MyCustomSetting__c.getInstance();

if(tempSkipValidation == null) {
  tempSkipValidation = new MyCustomSetting__c();
}

tempSkipValidation.Skip_Validation__c = true;
upsert tempSkipValidation;

//WHATEVER TRIGGER NORMALLY DOES HERE

tempSkipValidation.Skip_Validation__c = false;
update tempSkipValidation;

[SalesForce] How to update the status of an Account based on opportunities

Since you are trying to update a parent record based on the entire group of related child records it seems to me you will need to use a query inside of an apex class or trigger.

The way I would likely go about solving this would be to put a trigger on the opportunity object. Any time an opportunity is inserted or updated with a different status you will need to add the parent account ID to a set. After all your trigger logic fires, you will need to query all opps related to any parent account in your set and loop through all of the opp statuses like Maneesh said.

There may be some way to muscle in a solution using workflows or rollups, but anytime you are trying to do logic with a group of child records I have found that code and a query is required.

Best Answer

Related Solutions

[SalesForce] Make Validation Rule bypass if TRIGGER is run

[SalesForce] How to update the status of an Account based on opportunities

Related Topic