Auto populate lookup field

Question

Can Someone help with a scenario. I have a region picklist field with 7 to 9 and we have a sales director lookup field whenever region is selected salesdirector for that region should be auto populated. If you can help me with this scenario it would be really appreciated

Answer 1

You can use before insert trigger. Your code will be something like this. I have bukified the trigger so that it wont break even if you try to insert update in chunks of 100 using data loader.

trigger OpportunityTrigger on Opportunity(before insert, before update) {
 List < Opportunity > opOpps = Trigger.new;
 //Finding regions for which we need a salesdirector.
 Set < String > regionString = new Set < String > ();
 for (Opportunity op: opOpps) {
  regionString.add(op.Support_Region__c);
 }
 //Adding a SOQL to find the salesdirector from the regions we got from above code

 List < User > listSalesDirector = [Select id, name from User where region__C in : regionString];

 //Creating Map for Bulkification when using the bulk update/insert or batch

 Map < String, String > mapOfRegionVsSalesDirectorID = new Map < String, String > ();
 for (User sd: listSalesDirector) {
  mapOfRegionVsSalesDirectorID.put(sd.region__C, sd.id);
 }

 //Now populating the opobject's Sales director field
 for (Opportunity op: opOpps) {
  op.Sales_Director__c = mapOfRegionVsSalesDirectorID.get(op.Support_Region__c);
 }
}

As this code runs before update or before insert you don't have to explicitly write any DML statement.