Course Content
Introduction to Apex Triggers
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Introduction
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Apex Triggers – Use Cases
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Whenever a Task is created, set the Priority to High | Use Case #1
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Whenever a Lead record is updated, set the Lead Status to Working-Contacted | Use Case #2
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Whenever a Case is created & Case Origin is Phone, Set Priority as High, else set Priority as Low | Use Case #3
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Whenever a Lead is updated and Industry is Healthcare, set Lead Source, SIC Code and Primary | Use Case #4
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Whenever an Opportunity is Closed Won, create a Task for the Opportunity Owner to split revenue | Use Case #5
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When a Lead record is created, create a Task for the Lead Owner to follow up with the Customer | Use Case #6
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If Opportunity Stage is Modified, update Opportunity Amount | Use Case #7
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If a Contact is created without a parent Account, do not allow user to create the contact record | Use Case #8
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If an Account is updated and Ownership is set to Private, do not allow user to save the record | Use Case #9
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Every time an account website is updated, update the website field on all its child contacts | Use Case #10
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Create Contact records based on Create N Contacts field on the Account record | Use Case #11
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Do not allow Lead deletion if the status is Working Contacted | Use Case #12
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As soon as an Opportunity is deleted, create a Task for the Opportunity’s parent Account Owner | Use Case #13
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Do not allow contact creation if a contact already exists with the same last name, email & phone | Use Case #14
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As soon as Opportunity is Closed Lost, remove all Opportunity Team Members from the Opportunity | Use Case #15
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Allow Case Deletion only by System Admin users | Use Case #16
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Share the contact record with a public group as soon as a record is created | Use Case #17
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As soon as Opportunity Stage reaches Needs Analysis, add all users of role Opportunists to the Team | Use Case #18
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Whenever a new Task is assigned to a Contact, increment the Number of Tasks field value by 1 | Use Case #19
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Send an email to the Account Owner when email or phone of a child contact is modified | Use Case #20
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Whenever a Contact record is created, copy BillingAddress of Account to MailingAddress on Contact | Use Case #21
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Allow updating the Task record only if the parent Contact’s Account has the Permission checked | Use Case #22
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Do not allow Contact association if Max Contacts Allowed value is exceeded on the Account record | Use Case #23
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Whenever Create N Locations field is updated, add or delete locations record under a contact record | Use Case #24
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If an Opportunity is Closed Won, send email to opportunity owner, account owner & team members | Use Case #25
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Set the Account Owner’s Name as the Sales Rep field value when an Account is created | Use Case #26
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Do not allow a user to modify the Lead record if the Lead is created before 8 days from today | Use Case #27
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When the Opportunity Stage is changed to a specific stage, create a Reminder Task | Use Case #28
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When an account record is restored from the bin, update its name, prefix it with “Restored” keyword | Use Case #29
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Course End
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Use Async apex to update related contacts when parent account industry is changed to Biotechnology | Use Case #30
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Salesforce Apex Triggers – 30 Use Cases
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