Create Contact or Opportunity Based on Checkbox
When an Account is created, this trigger checks for custom checkboxes to determine if a related Contact or Opportunity should be created. Opportunities are only created if the Acco
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Populate Recent Opportunity Amount on Account
This trigger updates an Account’s “Recent Opportunity Amount” field with the amount of the most recently created Opportunity linked to it. It ensures accounts alw
Log Phone Updates in Description Field
This trigger logs changes to an Account’s Phone field in its Description. It displays the old and new phone numbers, maintaining an audit trail. Explore more examples via thi
Set Hot Rating for Media Industry Accounts
This trigger updates an Account’s Rating to “Hot” whenever its Industry field is set to “Media,” whether during creation or updates. For additional ex
Copy Billing to Shipping Address on Update
Solution: If the “CopyBillingToShipping” checkbox is selected, this trigger ensures that any update to the billing address is mirrored in the shipping address for consi
Update Opportunity Description Based on Stage
This trigger updates an Opportunity’s Description to indicate its status: “Opp is Closed Lost,” “Opp is Closed Won,” or “Opp is Open,” based o
Update Contact Phone with Account Phone
When an Account’s Phone field is updated, this trigger propagates the change to the Home Phone field of all related Contacts using Map logic for efficiency. Practice similar use
Sync Contact Mailing Address with Account Billing
This trigger updates the Mailing Address of all Contacts when an Account’s Billing Address is modified, ensuring data consistency. Learn about similar automation here: YouTub
Update Contacts’ Phone via Parent-Child SOQL
Using Parent-Child SOQL queries, this trigger updates all related Contacts’ Home Phone fields when an Account’s Phone field changes. Explore more scenarios via this YouTube pla