1. Create a custom field on the Account.
2. Create a Workflow Rule on the Opportunity Object.
3. Create a Field Update on Opportunity Object.
4. Create a Validation Rule on the Opportunity Object.
Output:
For doing the same development using Apex Trigger, check the below
Sample Trigger:
trigger OpportunityTrigger on Opportunity ( before insert ) {
Set < Id > setAccountIds = new Set < Id >();
Map < Id, List < Opportunity > > mapAccIdNewOpptyList = new Map < Id, List < Opportunity > >();
Map < Id, List < Opportunity > > mapAccIdOldOpptyList = new Map < Id, List < Opportunity > >();
for ( Opportunity objOppty : trigger.new ) {
if ( String.isNotBlank( objOppty.AccountId ) ) {
setAccountIds.add( objOppty.AccountId );
if ( !mapAccIdNewOpptyList.containsKey( objOppty.AccountId ) )
mapAccIdNewOpptyList.put( objOppty.AccountId, new List < Opportunity > () );
mapAccIdNewOpptyList.get( objOppty.AccountId ).add( objOppty );
}
}
if ( setAccountIds.size() > 0 ) {
for ( Opportunity objOppty : [ SELECT Id, AccountId FROM Opportunity WHERE AccountId IN: setAccountIds AND CreatedDate = TODAY ] ) {
if ( !mapAccIdOldOpptyList.containsKey( objOppty.AccountId ) )
mapAccIdOldOpptyList.put( objOppty.AccountId, new List < Opportunity > () );
mapAccIdOldOpptyList.get( objOppty.AccountId ).add( objOppty );
}
for ( Opportunity objOppty : trigger.new ) {
if ( String.isNotBlank( objOppty.AccountId ) ) {
if ( mapAccIdOldOpptyList.containsKey( objOppty.AccountId ) )
objOppty.addError( 'Opportunity already added for this Account today' );
else if ( mapAccIdNewOpptyList.containsKey( objOppty.AccountId ) && mapAccIdNewOpptyList.get( objOppty.AccountId ).size() > 1 )
objOppty.addError( 'You cannot import multiple opportunities to the same account at the same day' );
}
}
}
}To check multiple opportunities getting inserted at the same time for an account, use the below code and execute in Anonymous Window.
List < Opportunity > listOppty = new List < Opportunity >();
listOppty.add( new Opportunity( Name = 'Testing 1', StageName = 'Qualification', CloseDate = System.today(), AccountId = '0014x00000FE6CEAA1' ) );
listOppty.add( new Opportunity( Name = 'Testing 2', StageName = 'Qualification', CloseDate = System.today(), AccountId = '0014x00000FE6CEAA1' ) );
insert listOppty;