Create Task for Lead Owner on Lead Creation
This trigger generates a follow-up Task for the Lead Owner when a new Lead record is created. It ensures timely engagement with prospects and automates task assignments. Explore si
Blogs
Create Task for Opportunity Owner on Stage Change
This trigger creates a Task for the Opportunity Owner to split revenue when an Opportunity’s Stage is updated to “Closed Won.” It facilitates post-sales follow-up
Set Case Priority Based on Case Origin
This trigger dynamically sets the Priority of a Case based on its Origin. If the Origin is “Phone,” the Priority is set to “High.” Otherwise, it defaults to
Handle Recursion in Opportunity Stage Updates
This trigger updates the Opportunity Description based on its Stage while preventing recursive updates, ensuring data consistency without infinite loops. Learn more about triggers
Validate Opportunity Creation with Database Methods
This example demonstrates using Database methods and addError() in triggers to validate Opportunities during insertion and handle errors gracefully. For further learning, check thi
Sync Contact Owner with Account Owner
This trigger ensures that when the owner of an Account changes, the owners of all related Contacts are updated to match the new Account owner. Explore similar triggers in this YouT
Sync Contact Owner Using Maps
This trigger achieves the same functionality as entry 50 but uses Map logic for efficient updates when syncing Contact owners with Account owners. For more examples, visit this You
Add Active Admin Users to Group
When a new active user with the “System Administrator” profile is created, this trigger automatically adds them to the “Admins” public group, streamlining g
Set Lead Source and Fields for Healthcare Industry
This trigger updates specific fields (Lead Source, SIC Code, and Primary) for Leads in the Healthcare industry when their records are updated. It enforces industry-specific field v