WeDid:Salesforce Create Monthly Opportunity Automatically on Subscription Duration

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Challenges

The company sells product base on monthly subscription. There is a challenge for them to forecast their monthly revenue base on Account Industry.

At this moment, Salesforce only supports forecast by users or by products. In order for the forecast to work accordingly (by Account Industry), user has to manually create a series of opportunities base on the contract term of subscriptions

 

Solution:

Custom Trigger on Opportunity object. This trigger will relate the opportunity to the respective budget and, at the same time, automatically creates a series of related opportunities based on the contract term of subscriptions.

For example, If the term is for 2 years, 24 related opportunities will be created. Users are able to see the forecast revenue over a report which lists out all the related opportunities by month.

Related Objects Opportunity
Components Apex class
Apex trigger
Report
Complexity Low

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