12 Apex Triggers use cases (or) scenarios and its solutions
leelasairam
Posted on May 16, 2023
All the below triggers support the bulk nature of triggers while respecting the governor limits.
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Create a task record upon an opportunity stage change :
trigger CreateTaskUponOppStageChange on Opportunity (after update) { set<Id>ProcessOpp = new set<Id>(); for(Opportunity op : Trigger.New){ if(op.StageName!=Trigger.oldMap.get(op.Id).StageName){ ProcessOpp.add(op.Id); } } if(ProcessOpp.size()>0){ list<Opportunity>opps = [SELECT Id, Name, OwnerId FROM Opportunity WHERE Id IN : ProcessOpp]; list<Task>InsertTasks = new list<Task>(); for(Opportunity op : opps){ Task T = new Task(Subject='From Opportunity (Stage Changed) : '+'['+op.Name+']',ActivityDate=Date.today().addDays(1),WhatId=op.Id,OwnerId=op.OwnerId,Status='Not Started'); InsertTasks.add(T); } if(InsertTasks.size()>0){ Insert InsertTasks; } } }
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If the account owner changes, its contacts owner also should change :
trigger IfAccountOwnerChangesItsContactsOwnerShouldChange on Account (after Update) { set<Id>ProcessAccs = new set<Id>(); for(Account a : Trigger.New){ if(a.OwnerId != Trigger.oldMap.get(a.Id).OwnerId){ ProcessAccs.add(a.Id); } } if(ProcessAccs.size()>0){ list<Account>accs = [SELECT Id,(SELECT Id,OwnerId,Account.OwnerId FROM Contacts) FROM Account WHERE Id IN: ProcessAccs]; list<Contact>contacts= new list<Contact>(); for(Account a : accs){ if(a.Contacts.size()>0){ for(Contact c : a.Contacts){ c.OwnerId = c.Account.OwnerId; contacts.add(c); } } } if(contacts.size()>0){ update contacts; } } }
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Only the system administrator can delete the case record :
trigger OnlySysAdminCanDeleteCase on Case (before delete) { set<Id>ProcessCase = new set<Id>(); for(Case c : Trigger.Old){ ProcessCase.add(c.Id); } if(ProcessCase.size()>0){ Id UID = userinfo.getUserId(); User U = [SELECT Id,Profile.Name FROM User WHERE Id=:UID]; if(U.Profile.Name != 'System Administrator'){ Trigger.Old[0].Id.addError('You Cannot delete'); } } }
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Prevent account deletion if any case associated with it :
trigger PreventAccountDeleteIfCasesAssociatedWithIt on Account (before delete) { set<Id>ProcessAccount = new set<Id>(); for(Account a : Trigger.old){ ProcessAccount.add(a.Id); } if(ProcessAccount.size()>0){ list<Account>acc = [SELECT Id,(SELECT Id FROM Cases) FROM Account WHERE Id IN: ProcessAccount]; for(Account a : acc){ if(a.Cases.size()>0){ //Here added "Trigger.oldMap.get(a.Id)" because addError won't support if loop through list. Trigger.oldMap.get(a.Id).addError('You cannot delete this account beacuse this associated with cases'); } } } }
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Prevent account deletion if it is created 7+ days back :
trigger PreventAccountDeleteIfItIsCreated7DaysBack on Account (before delete) { list<Account>ProcessAccs = new list<Account>(); for(Account a : Trigger.old){ ProcessAccs.add(a); } if(ProcessAccs.size()>0){ for(Account a : ProcessAccs){ Integer Diff = (a.Createddate.date()).daysBetween(system.today()); if(Diff > 7){ a.addError('You cannot delete this account because it was created 7 days back'); } } } }
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Update the account field(Total_Contacts__c) with a count of total contacts associated with it upon contact creation or deletion :
trigger TotalContactsOnAccount on Contact (after insert,after delete) { set<Id>ProcessAccounts = new set<Id>(); if(Trigger.New!=null && Trigger.isInsert){ for(Contact c : Trigger.New){ if(c.AccountId!=null){ ProcessAccounts.add(c.AccountId); } } } if(Trigger.Old!=null && Trigger.isDelete){ for(Contact c : Trigger.Old){ ProcessAccounts.add(c.AccountId); } } if(ProcessAccounts.size()>0){ list<Account>UpdateAccounts = [SELECT Id,Total_Contacts__c,(SELECT Id FROM Contacts) FROM Account WHERE Id IN : ProcessAccounts]; for(Account a : UpdateAccounts){ a.Total_Contacts__c = a.Contacts.size(); } if(UpdateAccounts.size()>0){ update UpdateAccounts; } } }
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Update the account field(Latest_Opp_Amount__c) with the latest opportunity amount :
trigger UpdateAccFieldWithLatestOppAmount on Opportunity (after insert) { set<Id>ProcessOpp = new set<Id>(); for(Opportunity o : Trigger.New){ if(o.AccountId != null){ ProcessOpp.add(o.AccountId); } } if(ProcessOpp.size()>0){ list<Account>accs = [SELECT Id,Latest_Opp_Amount__c,(SELECT Id,Amount FROM Opportunities ORDER BY CreatedDate DESC LIMIT 1) FROM Account WHERE Id IN: ProcessOpp]; for(Account a : accs){ if(a.Opportunities.size()>0){ a.Latest_Opp_Amount__c = a.Opportunities[0].Amount; } } if(accs.size()>0){ update accs; } } }
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Update the account's annual revenue field with the sum of its opportunities amount :
trigger UpdateAnnualRevenueOnAccountWhenOppInserteOrDeleted on Opportunity (after insert,after delete) { set<Id>ProcessOpp = new set<Id>(); if(Trigger.isInsert){ for(Opportunity o : Trigger.New){ if(o.AccountId!=null){ ProcessOpp.add(o.AccountId); } } } if(Trigger.isDelete){ for(Opportunity o : Trigger.Old){ if(o.AccountId!=null){ ProcessOpp.add(o.AccountId); } } } if(ProcessOpp.size()>0){ list<Account>accs = [SELECT Id,AnnualRevenue,(SELECT Id,Amount FROM Opportunities) FROM Account WHERE Id IN: ProcessOpp]; Decimal Count = 0; for(Account a : accs){ for(Opportunity o : a.Opportunities){ Count+=o.Amount; } a.AnnualRevenue=Count; } if(accs.size()>0){ update accs; } } }
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Prevent account deletion if it is active :
trigger PreventDeleteIfAccountIsActive on Account (before delete) { list<Account>ProcessAccs = new list<Account>(); for(Account a : Trigger.Old){ ProcessAccs.add(a); } if(ProcessAccs.size()>0){ for(Account a : ProcessAccs){ if(a.Active__c=='Yes'){ Trigger.oldMap.get(a.Id).addError('Account ['+a.Name+'] is active you cannot delete'); } } } }
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Update the latest account's case number on the account :
trigger UpdateLatestCaseNumberOnAccount on Case (after insert) { set<Id>ProcessCase = new set<Id>(); for(Case c : Trigger.New){ ProcessCase.add(c.AccountId); } if(ProcessCase.size()>0){ list<Account>accs = [SELECT Id,Description,(SELECT Id,CaseNumber,CreatedDate FROM Cases ORDER BY CreatedDate DESC LIMIT 1) FROM Account WHERE Id IN: ProcessCase]; for(Account a : accs){ if(a.Cases.size()>0){ a.Description += '\n' + 'Case Number : ' + a.Cases[0].CaseNumber + ', ' + 'Created on : ' + a.Cases[0].CreatedDate; } } if(accs.size()>0){ update accs; } } }
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Prevent duplicate contacts based on contact email :
trigger PreventDuplicateContactsBasedOnContactEmail on Contact (before insert) { set<String>ProcessContacts = new set<String>(); for(Contact c : Trigger.New){ if(c.Email!=null){ ProcessContacts.add(c.Email); } } if(ProcessContacts.size()>0){ list<Contact>contacts = [SELECT Id, Email FROM Contact WHERE Email IN: ProcessContacts]; list<String>Emails = new list<String>(); if(contacts.size()>0){ for(Contact c : contacts){ Emails.add(c.Email); } for(Contact c : Trigger.New){ if(Emails.contains(c.Email)){ c.addError('Duplicate contacts are not allowed : '+ c.Email + ' already used'); } } } } }
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Update the opportunity stage name to 'closed lost' if the stage name is 'closed won' upon the account's active__c field changes to 'No' :
trigger UpdateOppsUponChangingAccountActiveFieldToFalse on Account (after update) { set<Id>ProcessAccounts = new set<Id>(); for(Account a : Trigger.New){ if(a.Active__c!=Trigger.oldMap.get(a.Id).Active__c && a.Active__c=='No'){ ProcessAccounts.add(a.Id); } } if(ProcessAccounts.size()>0){ list<Account>accs = [SELECT Id,(SELECT Id,StageName FROM Opportunities) FROM Account WHERE Id IN : ProcessAccounts]; list<Opportunity>UpdateOpps=new list<Opportunity>(); for(Account a : accs){ for(Opportunity o : a.Opportunities){ if(o.StageName!='Closed Won'){ o.StageName='Closed Lost'; UpdateOpps.add(o); } } } if(UpdateOpps.size()>0){ Update UpdateOpps; } } }
You can also find these codes in below GitHub repository :
https://github.com/leelasairam/SF-Triggers
Thanks for reading😊
Posted on May 16, 2023
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