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Populate Rating as Hot for Media Accounts
When an Account is created and its Industry is set to “Media,” this trigger automatically sets the Rating to “Hot,” enforcing specific business logic for su
Copy Billing Address to Shipping Address
If the “CopyBillingToShipping” checkbox is selected, this trigger copies the Account’s billing address to its shipping address. It automates address management fo
Default Position Fields for New Records
This trigger populates default values for fields like Open Date, Min Pay, and Max Pay when a new Position record is created and marked as a “New Position.” Learn how to
Create Related Opportunity on Account Creation
This trigger creates a new Opportunity with default values whenever an Account is created, automating Opportunity setup for new Accounts. For similar examples, visit this YouTube p
Create Related Contact on Account Creation
When a new Account is created, this trigger automatically generates a related Contact record, reducing manual effort and ensuring consistency between records. Explore this concept
Update Latest Case Number on Account
When a new Case is created for an Account, this trigger updates the Account’s “Latest Case Number” field with the newly created Case’s number. Practice simi
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
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