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Blogs

Block Account Deletion with Related Opportunities

This trigger prevents deletion of an Account if it has any related Opportunities, ensuring no critical relationships are accidentally removed. Practice similar use cases with this

Update Left Employee Count on Deletion

When an Employee record is deleted, this trigger updates the “Left Employee Count” field on the related Account, keeping employee metrics accurate. Explore similar trig

Block Account Deletion with Related Cases

This trigger restricts Account deletion if there are any related Case records, maintaining data dependencies and relationships. Learn more here: YouTube playlist. Solution: trigger

Undelete Employee and Set Active Status

This trigger ensures that when an Employee record is undeleted, the “Active” field is automatically set to “True,” restoring the record’s operational

Track Present Employee Count on Events

This trigger updates the “Present Employee Count” on the related Account whenever Employee records are inserted, deleted, or undeleted. Explore related triggers here: Y

Adjust Left Employee Count on Undelete

When an Employee record is undeleted, this trigger decreases the “Left Employee Count” on the related Account, maintaining accurate employee metrics. Learn more with th

Send Welcome Email on Contact Creation

When a new Contact is created, this trigger sends a welcome email to the email address provided, using a specified email template. For similar examples, visit this YouTube playlist

Count Partner and Customer Cases on Account

This trigger tracks and updates the total number of Partner Cases and Customer Cases linked to an Account when new Cases are created. Practice scenarios like this here: YouTube pla

Roll Up Opportunity Amount to Account

This trigger calculates the total Opportunity Amount for all related Opportunities and updates the Account’s Annual Revenue field whenever an Opportunity is created, updated, or

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

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

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Featured Courses

Blogs

Block Account Deletion with Related Opportunities

Update Left Employee Count on Deletion

Block Account Deletion with Related Cases

Undelete Employee and Set Active Status

Track Present Employee Count on Events

Adjust Left Employee Count on Undelete

Send Welcome Email on Contact Creation

Count Partner and Customer Cases on Account

Roll Up Opportunity Amount to Account

Create Task for Lead Owner on Lead Creation

Create Task for Opportunity Owner on Stage Change

Set Case Priority Based on Case Origin

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