Salesforce Apex Triggers - 30 Use Cases

About Course

Are you looking to take your Salesforce skills to the next level? Our Apex Triggers course is the perfect opportunity for you to do just that!

Apex Triggers are an essential part of the Salesforce platform, allowing users to automate certain processes and actions within their organization. With the help of Apex code, you can create custom triggers that respond to changes in your data, perform calculations and updates, and even send notifications to users.

In this course, you’ll learn everything you need to know to start building your own Apex Triggers. Our expert instructors will guide you through the process, from the basics of Apex code to advanced trigger development techniques. You’ll also have the opportunity to work on hands-on exercises to practice what you’ve learned and see the results of your code in action.

But that’s not all! Our Apex Triggers course also covers important topics like testing and debugging, so you can be confident that your triggers are working correctly and delivering the results you want.

Whether you’re a developer looking to add Apex Triggers to your toolkit or a business user looking to streamline your organization’s processes, this course has something for everyone. So don’t wait – sign up today and start taking advantage of the power of Apex Triggers!

Course Content

Introduction to Apex Triggers

Introduction

00:00

Apex Triggers – Use Cases

Whenever a Task is created, set the Priority to High | Use Case #1

00:00
Whenever a Lead record is updated, set the Lead Status to Working-Contacted | Use Case #2

00:00
Whenever a Case is created & Case Origin is Phone, Set Priority as High, else set Priority as Low | Use Case #3

00:00
Whenever a Lead is updated and Industry is Healthcare, set Lead Source, SIC Code and Primary | Use Case #4

00:00
Whenever an Opportunity is Closed Won, create a Task for the Opportunity Owner to split revenue | Use Case #5

00:00
When a Lead record is created, create a Task for the Lead Owner to follow up with the Customer | Use Case #6

00:00
If Opportunity Stage is Modified, update Opportunity Amount | Use Case #7

00:00
If a Contact is created without a parent Account, do not allow user to create the contact record | Use Case #8

00:00
If an Account is updated and Ownership is set to Private, do not allow user to save the record | Use Case #9

00:00
Every time an account website is updated, update the website field on all its child contacts | Use Case #10

00:00
Create Contact records based on Create N Contacts field on the Account record | Use Case #11

00:00
Do not allow Lead deletion if the status is Working Contacted | Use Case #12

00:00
As soon as an Opportunity is deleted, create a Task for the Opportunity’s parent Account Owner | Use Case #13

00:00
Do not allow contact creation if a contact already exists with the same last name, email & phone | Use Case #14

00:00
As soon as Opportunity is Closed Lost, remove all Opportunity Team Members from the Opportunity | Use Case #15

00:00
Allow Case Deletion only by System Admin users | Use Case #16

00:00
Share the contact record with a public group as soon as a record is created | Use Case #17

00:00
As soon as Opportunity Stage reaches Needs Analysis, add all users of role Opportunists to the Team | Use Case #18

00:00
Whenever a new Task is assigned to a Contact, increment the Number of Tasks field value by 1 | Use Case #19

00:00
Send an email to the Account Owner when email or phone of a child contact is modified | Use Case #20

00:00
Whenever a Contact record is created, copy BillingAddress of Account to MailingAddress on Contact | Use Case #21

00:00
Allow updating the Task record only if the parent Contact’s Account has the Permission checked | Use Case #22

00:00
Do not allow Contact association if Max Contacts Allowed value is exceeded on the Account record | Use Case #23

00:00
Whenever Create N Locations field is updated, add or delete locations record under a contact record | Use Case #24

00:00
If an Opportunity is Closed Won, send email to opportunity owner, account owner & team members | Use Case #25

00:00
Set the Account Owner’s Name as the Sales Rep field value when an Account is created | Use Case #26

00:00
Do not allow a user to modify the Lead record if the Lead is created before 8 days from today | Use Case #27

00:00
When the Opportunity Stage is changed to a specific stage, create a Reminder Task | Use Case #28

00:00
When an account record is restored from the bin, update its name, prefix it with “Restored” keyword | Use Case #29

00:00

Course End

Student Ratings & Reviews

No Review Yet

Salesforce Apex Triggers – 30 Use Cases

About Course

What Will You Learn?

Course Content

Introduction to Apex Triggers

Introduction

Apex Triggers – Use Cases

Whenever a Task is created, set the Priority to High | Use Case #1

Whenever a Lead record is updated, set the Lead Status to Working-Contacted | Use Case #2

Whenever a Case is created & Case Origin is Phone, Set Priority as High, else set Priority as Low | Use Case #3

Whenever a Lead is updated and Industry is Healthcare, set Lead Source, SIC Code and Primary | Use Case #4

Whenever an Opportunity is Closed Won, create a Task for the Opportunity Owner to split revenue | Use Case #5

When a Lead record is created, create a Task for the Lead Owner to follow up with the Customer | Use Case #6

If Opportunity Stage is Modified, update Opportunity Amount | Use Case #7

If a Contact is created without a parent Account, do not allow user to create the contact record | Use Case #8

If an Account is updated and Ownership is set to Private, do not allow user to save the record | Use Case #9

Every time an account website is updated, update the website field on all its child contacts | Use Case #10

Create Contact records based on Create N Contacts field on the Account record | Use Case #11

Do not allow Lead deletion if the status is Working Contacted | Use Case #12

As soon as an Opportunity is deleted, create a Task for the Opportunity’s parent Account Owner | Use Case #13

Do not allow contact creation if a contact already exists with the same last name, email & phone | Use Case #14

As soon as Opportunity is Closed Lost, remove all Opportunity Team Members from the Opportunity | Use Case #15

Allow Case Deletion only by System Admin users | Use Case #16

Share the contact record with a public group as soon as a record is created | Use Case #17

As soon as Opportunity Stage reaches Needs Analysis, add all users of role Opportunists to the Team | Use Case #18

Whenever a new Task is assigned to a Contact, increment the Number of Tasks field value by 1 | Use Case #19

Send an email to the Account Owner when email or phone of a child contact is modified | Use Case #20

Whenever a Contact record is created, copy BillingAddress of Account to MailingAddress on Contact | Use Case #21

Allow updating the Task record only if the parent Contact’s Account has the Permission checked | Use Case #22

Do not allow Contact association if Max Contacts Allowed value is exceeded on the Account record | Use Case #23

Whenever Create N Locations field is updated, add or delete locations record under a contact record | Use Case #24

If an Opportunity is Closed Won, send email to opportunity owner, account owner & team members | Use Case #25

Set the Account Owner’s Name as the Sales Rep field value when an Account is created | Use Case #26

Do not allow a user to modify the Lead record if the Lead is created before 8 days from today | Use Case #27

When the Opportunity Stage is changed to a specific stage, create a Reminder Task | Use Case #28

When an account record is restored from the bin, update its name, prefix it with “Restored” keyword | Use Case #29

Course End

Use Async apex to update related contacts when parent account industry is changed to Biotechnology | Use Case #30