Practical Implementation of Apex Triggers?

In the previous blog post/session, we learned the basics of apex trigger. If you have missed the important first step here is the link for you.

Table of Contents

Introduction

Before we start solving the problems, we would like to discuss the mantra to solve any problem. So, here is my mantra that I always use to solve any problem

Mantra to solve any problem

• Read the problem, Again read the problem, and Again read the problem
  • Able to understand the problem?
    • YES
• Ask Question ( The person who has given the problem )
  • Remember – No questions is a silly or dumb question
• Again read the problem
  • Repeat until not able to understand
• Got a good understanding of the problem
  • Start Solving
    • Break the problem into multiple small problems ( Apple Problem / Divide & Conquer / Devide, Solve & Merge )
      • Solve the individual problem
      • Merge all the problems into a single unit ( Class / Trigger / LWC )

Questions to develop an Apex Trigger

• Which object
  • Account
• What Event
  • before insert
  • before update
• What functionality
  • You only need to update the Shipping Address information with Billing Address if the Shipping Address is having blank value.

→ Apex Trigger 1

Develop an Apex Trigger so that every time any account is inserted then set the value of the Industry field to Education if the Industry field is blank. Also, check if the Description is blank then set the value for the description field to “Account Description is blank”

1. Industry = Education
2. Description = Account Description is blank if Description is null

Questions to be asked for above problem

• Which object
  • Account
• What Event
  • before
• Which DML
  • insert
• What functionality
  • The industry should be an Education
  • if the Description is black then set the value for the description to “Account Description is blank”

Trigger Code

→ Apex Trigger 1.2

Develop an Apex Trigger so that every time when any account is created or updated then Set the Value of the Billing Address is to Shipping Address.

Shipping Address

• ShippingStreet
• ShippingCity
• ShippingState
• ShippingPostalCode
• ShippingCountry

Billing Address

• BillingStreet
• BillingCity
• BillingState
• BillingPostalCode
• BillingCountry

Questions

• Which object
  • Account
• What Event
  • before
• Which DML
  • insert
  • update
• What functionality
  • Set the Value of the Billing Address to the Shipping Address.

Code

→ Apex Trigger 1.3

Develop an Apex Trigger so that every time when any account is created or updated then Set the Value of the Billing Address is to Shipping Address.

You only need to update the Shipping Address information with Billing Address if the Shipping Address (Compound Field) is having blank value.

Ask Questions if there are any

• Shall we need to check all the fields are blank and then only update – YES ( AND && )
• OR if any field is blank then update all the fields – YES ( OR || )
• OR if any field is blank then only update that field value
  • nested if else for individual fields

→ Apex Trigger 2

When the Account is Created, create a Task Record under that Account and assign the Task to the Account Owner. Use the below information

• Subject – Created from Apex Trigger
• Comments – Created from Apex Trigger
• Due Date – Todays Date + 7
• Status – Not Started
• Priority – High
• Related To (What) – Account Id
• Assigned To (OwnerId) – Account Owner Id

Questions –

• Which object
  • Account
• What Event
  • after
• Which DML
  • insert
• What functionality ( Want to Achieve )
  • Task Record under that Account and assign the Task to the Account Owner

Assignments

• Develop an Apex Trigger that will update the Contact Phone Value to Contact Fax every time a Contact is updated.
• Develop an Apex Trigger so that when an opportunity is created and the account is blank, create a task under Opportunity. Hint: – AccountId == null
  • Subject – Opportunity is created without Account
  • Description – Opportunity is created without Account, Please assign the Correct account to Opportunity.
  • Due Date – Todays Date + 7
  • Status – Not Started
  • Priority – High
  • Related To (What) – Opportunity Id
  • Assigned To (OwnerId) – Opportunity Owner Id
• Create an Apex Trigger on Case Object and print all the Trigger Context Variable

Watch Complete Video

Resources

• https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_triggers.htm
• https://trailhead.salesforce.com/content/learn/modules/apex_triggers
• https://trailhead.salesforce.com/content/learn/projects/quick-start-apex-coding-for-admins/create-a-trigger
• https://trailhead.salesforce.com/content/learn/modules/apex_testing/apex_testing_triggers
• https://trailhead.salesforce.com/content/learn/modules/apex_triggers/apex_triggers_bulk