Activity Forums Salesforce® Discussions Re-assign open opportunity and send email notification in salesforce

  • Suraj

    Member
    March 27, 2017 at 8:21 am

    Hi Madhavi,

    You can achieve this by making a class which implements Database.Batchable Interface then you need to define 3 methods start,execute and finish method.

    • In start method method you can fetch all the opportunity records which is open(except ClosedWon and ClosedLost).
    • In execute Method
    1.  First get all users by soql query.
    2. Check the user role name if role name is CEO change the Opportunity owner name
    • In finish method Write Email Notification logic.

     

     

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