User Story
As a sales manager for ABC Company, I want to be able to quickly and easily view the most recent opportunity amount for each Account record in Salesforce. This will help me identify which Accounts are most likely to convert to revenue and prioritize my sales efforts accordingly.
To achieve this, I would like to create a new field on the Account object called 'Recent Opportunity Amount'. This field should automatically populate with the amount of the most recent opportunity associated with the Account.
Whenever a new Opportunity is created or updated, the system should check to see if it is associated with an Account. If it is, the system should update the value of the 'Recent Opportunity Amount' field on the associated Account record to reflect the amount of the new Opportunity. If there are multiple Opportunities associated with an Account, the system should use the most recently created Opportunity to update the 'Recent Opportunity Amount' field.
Code
Apex Trigger
trigger UpdateAccountWithLatestOpportunityAmount on Opportunity (after insert, after update) {
Set<Id> accountIds = new Set<Id>();
for(Opportunity opp : Trigger.new){
if(opp.AccountId != null){
accountIds.add(opp.AccountId);
}
}
Map<Id, Opportunity> latestOpps = new Map<Id, Opportunity>([
SELECT AccountId, Amount, CloseDate
FROM Opportunity
WHERE AccountId IN :accountIds
ORDER BY CloseDate DESC
]);
List<Account> updatedAccounts = new List<Account>();
for(Account acc : [SELECT Id, Recent_Opportunity_Amount__c FROM Account WHERE Id IN :accountIds]){
if(latestOpps.containsKey(acc.Id)){
acc.Recent_Opportunity_Amount__c = latestOpps.get(acc.Id).Amount;
updatedAccounts.add(acc);
}
}
if(updatedAccounts.size() > 0){
update updatedAccounts;
}
}
