Trigger on Salesforce File Upload
When the users upload files, it will be stored in ContentDocument Entity. So, develop a trigger on ContentDocument entity to fire when the users upload files in Salesforce. Sample Trigger: ....
Tag: Salesforce Apex Trigger
Asynchronous Trigger in Salesforce using Change Data Capture
1. Setup/Enable Change Data Capture. https://www.infallibletechie.com/2019/05/change-data-capture-in-salesforce.html In this example, I have enabled Case object. 2. Create a Trigger. Sample Trigger: trigger CaseChangeEventTrigger on CaseChangeEvent ( after insert ) { ....
How to update the Case Owner to Chat agent when the Chat is accepted using Trigger in Salesforce?
We can use a trigger on the AgentWork entity to update the Case Owner to Chat agent when the Chat is accepted in Salesforce. Sample Trigger: trigger AgentWork on AgentWork ....
Common scenarios of Apex Trigger in Salesforce
For Common scenarios for Apex Trigger in Salesforce, check the following1. How to avoid closing Parent Case when child(related) cases are still open in Salesforce?https://www.infallibletechie.com/2022/02/how-to-avoid-closing-parent-case-when.html 2. How to update parent records ....
How to create Draft Knowledge Article with related records from Published Knowledge Article using Trigger in Salesforce?
KnowledgeArticle is parent entity. KnowledgeArticleVersion is child entity. When a new Knowledge Article is created, it creates an entry in KnowledgeArticle and also in KnowledgeArticleVersion. When a new Knowledge Article ....
How to prevent users updating Notes in Salesforce?
To prevent users from updating Notes in Salesforce, develop a trigger on Note object and throw an error when someone tries to update the notes. Sample Trigger:trigger NoteTrigger on Note ( ....
How to avoid closing Parent Case when child(related) cases are still open in Salesforce?
Sample Trigger:trigger CaseTrigger on Case ( before update ) { Set < Id > setCaseIds = new Set < Id >(); Map < Id, Integer > mapOpenCaseCount = new ....
How to prevent users to select Price Book while creating Opportunity in Salesforce for specific record type?
To disable "Price Book" book selection while creating an Opportunity, the Pricebook2Id field should be populated. If the Pricebook2Id field is blank, it will prompt to select the Price Book. ....
Trigger to update Account when Contact is Created in Salesforce
Custom Field in Account to update when Contact is created: Sample Trigger: trigger ContactTrigger on Contact ( after insert ) { Set < Id > setAccountIds = new Set < ....
How to complete a Milestone on a case through Automation in Salesforce?
Requirement: Mark First Response Milestone as completed when the agent changes the status of the Case from New to Working. Note: IsCompleted field in CaseMilestone is not Writeable/Editable. So, this ....