Lesson: 87 | Update Account Annual Revenue Based on Opportunity Amount Summaries

User Story

As a Salesforce administrator,

I want to update the annual revenue of each account based on the sum of amounts from associated opportunities, So that the account records reflect the aggregated financial data accurately.

Codes

List<AggregateResult> result = [SELECT AccountId Idd, sum(Amount) sum FROM Opportunity Group BY AccountId];

List<Account> acList = new List<Account>();

for(AggregateResult res : result){
    
    Id acId = (Id)res.get('Idd');
    
    Account ac = [SELECT Id, AnnualRevenue FROM Account WHERE Id =: acId];
    
    ac.AnnualRevenue = (Decimal)res.get('sum');
    
    acList.add(ac);
    
}

update acList;

By Dilek Uslu

List<Account> acList = [SELECT Id FROM Account];

for(Account ac : acList){
    
    List<AggregateResult> result = [SELECT SUM(Amount) FROM Opportunity 
                                    WHERE AccountId =: acId];
    
    ac.AnnualRevenue = (Decimal)result[0].get('expr0');

}

update acList;

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Mastered by 5 users.

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Lesson: 87 | Update Account Annual Revenue Based on Opportunity Amount Summaries

User Story

Exercises