Custom function examples

In this section, we will work through examples for you to try that will add value to your CRM and also help you understand some of the practical uses of functions. This will help you realize what is possible.

Example 1 – updating the amount deal record

This is an extremely useful example that updates the amount deal record with the total of the related quote whenever a quote is created or edited. Here are the details that you need to consider:

• Function Type: Function
• Function Description: Updates the deal amount with the total of any related quote. This will work only when a user has associated a Deal record to a quote (by updating the Deal lookup field in the Quote record).

Now, let's see how to get it to work:

1. Click Setup | Automations | Actions | Functions | Configure Function.
2. Select Write your own, then complete the pop-up box that appears as follows:

   Figure 8.3 – Creating a custom function

3. Copy...