I have a custom object that I would like to update based on several other custom object variables. Can someone help me get started on this? I want ONE FIELD (booked_revenue_by_Quarter IE: Q1-2014=$XXXXX) to have a Currency field with ALL ammounts of additional purchases summed up.

EXAMPLE: BOOKED_REVENUE_Quarter_C Field needs to be updated when

  1. Add'l purchase of A_object_c (checkbox) is marked OR
  2. Add'l purchase of B_object_c (checkbox) is marked OR
  3. Add'l Purchase of C_object_c (checkbox) is marked.

IN addition to

  1. Add'l purchase date_c of D_object_c (date field) is either Q1, Q2, Q3, Q4 OR
  2. Add'l purchase date_c of E_object_c (date field) is either Q1, Q2, Q3, Q4 OR
  3. Add'l purchase date_c of F_object_c (date field) is either Q1, Q2, Q3, Q4


  1. Add'l purchase ammount_c of G_object_c (date field) is $XXXXXX OR
  2. Add'l purchase ammount_c of H_object_c (date field) is $XXXXXX OR
  3. Add'l purchase ammount_c of I_object_c (date field) is $XXXXXX
  • 1
    Are there relations between these objects and records ? This looks like a combination of triggers, but that may depend on your overall use case and datamodel. As this is quite a broad question, trying to specify it to the generic essential question would improve the likelyhood of a solution being answered. – Samuel De Rycke Jul 8 '14 at 19:29

Is this for a trigger of a field update? I'm going to assume field update, but the same logic would apply for trigger, just with different syntax. For the Q1-Q4 part, it seems like you're trying to say if the date is this year? How does this look?

        YEAR(D_object_c) == YEAR( TODAY() ),
        YEAR(E_object_c) == YEAR( TODAY() ),
        YEAR(F_object_c) == YEAR( TODAY() )
  • I've updated my original post to help with the specifics. – B-Roge Jul 8 '14 at 20:18

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