Comments on: Set Defaults for Opportunity Contact Roles (when converting)

By: Tom

Tom — Wed, 02 May 2012 21:53:55 +0000

I figured out my issue. Duh. Missing the list name:

By: Tom

Tom — Wed, 02 May 2012 20:57:09 +0000

@Eric Gronholz, I like this approach. However, I get an “unexpected token” error on the List line (line 5 in my case). Any idea why that is happening?

By: Corinne

Corinne — Thu, 03 Nov 2011 23:02:49 +0000

Hi Scott,

Thanks for an awesome trigger and being so helpful in the comments! Quick question, since I’m a novice Salesforce user: how would I modify this trigger so it only applies to leads that had a certain value when converted? For example, if I only wanted the Role set if the original lead had “Do Not Call” checked off? Thanks in advance!

By: Scott Hemmeter

Scott Hemmeter — Thu, 31 Mar 2011 20:53:49 +0000

@mike, I think you’d just need to change the class and test class to not use Decision Maker and to use your new role value.

By: Scott Hemmeter

Scott Hemmeter — Thu, 31 Mar 2011 20:30:48 +0000

@mike, the only thing I can think of is that you have fields required on your objects and the test code isn’t populating enough fields. perhaps it’s hitting a validation rule. The lead I have being created is only populating the minimum. Also, if you allow for validation rules and triggers on convert, it’s possible that the trigger is not firing when the test code converts the lead.

I’d suggest running the test code of that one class and look in its log for the word “EXCEPTION”. It will show any errors you may have in there.

By: mike

mike — Thu, 31 Mar 2011 20:29:20 +0000

Scott,
Sorry i forgot to mention that i created new role “primary role” so instead of decision maker i included this , your code covers 100% for decision maker but if i include this primary role it just covers 2% do i have to change anything in code?

By: mike

mike — Thu, 31 Mar 2011 20:21:21 +0000

Hi Scott,
i exactly copied ur code and test class in my instance but the test class covers only 2%, i been trying this since yesterday but couldn’t get enough coverage.Any help for covering my class is appreciated

By: Scott Hemmeter

Scott Hemmeter — Wed, 02 Mar 2011 00:32:29 +0000

@mike, this trigger is only for converting a lead. You’d have to do a trigger on the insert of a new oppty to solve the other issue.

By: mike

mike — Wed, 02 Mar 2011 00:18:14 +0000

Scott,
That is a gr8 trigger but when i tried implementing this in my sandbox i came across i doubt how can we set the role to decision maker when i create a new opportunity from the existing account , right now this only works if you convert a lead but i want to update the opp which iam creating from the existing accounts

By: gow

gow — Mon, 24 Jan 2011 23:33:49 +0000

How do I simulate creating opportunity from Contact Detail page in my test code. Can anyone help with this?

Thanks

By: Scott Hemmeter

Scott Hemmeter — Thu, 23 Sep 2010 00:43:54 +0000

@wen, if you literally copied and pasted from this site, try replacing any ‘ and ” characters you copied and re-type them. This site makes them look nicer, so you might have actually copied a different character from here than you thought.