Master Apex Trigger Scenarios with Salesforce

Introduction

Apex Triggers are essential for automating business processes and ensuring data consistency within Salesforce. This guide covers real-world Apex Trigger scenarios to help developers streamline their workflows and enhance Salesforce efficiency.

1. Update Latest Case Number on Account

Scenario:

When a new Case is created, update the Latest Case Number field on the associated Account.

Trigger Example:

trigger UpdateLatestCaseNumber on Case (after insert) {
    Set<Id> accountIds = new Set<Id>();
    for (Case c : Trigger.new) {
        if (c.AccountId != null) {
            accountIds.add(c.AccountId);
        }
    }
    
    List<Account> accountsToUpdate = [SELECT Id FROM Account WHERE Id IN :accountIds];
    for (Account acc : accountsToUpdate) {
        acc.Latest_Case_Number__c = [SELECT CaseNumber FROM Case WHERE AccountId = :acc.Id ORDER BY CreatedDate DESC LIMIT 1].CaseNumber;
    }
    update accountsToUpdate;
}

2. Populate Recent Opportunity Amount on Account

Scenario:

When a new Opportunity is created, update the Recent Opportunity Amount field on the related Account.

Trigger Example:

trigger UpdateRecentOpportunityAmount on Opportunity (after insert) {
    Set<Id> accountIds = new Set<Id>();
    for (Opportunity opp : Trigger.new) {
        if (opp.AccountId != null) {
            accountIds.add(opp.AccountId);
        }
    }
    
    List<Account> accountsToUpdate = [SELECT Id FROM Account WHERE Id IN :accountIds];
    for (Account acc : accountsToUpdate) {
        acc.Recent_Opportunity_Amount__c = [SELECT Amount FROM Opportunity WHERE AccountId = :acc.Id ORDER BY CloseDate DESC LIMIT 1].Amount;
    }
    update accountsToUpdate;
}

3. Create Related Records Based on Checkbox Fields

Scenario:

When an Account is created with specific checkboxes selected, automatically create related Contact or Opportunity records.

Trigger Example:

trigger CreateRelatedRecords on Account (after insert) {
    List<Contact> contactsToCreate = new List<Contact>();
    List<Opportunity> opportunitiesToCreate = new List<Opportunity>();
    
    for (Account acc : Trigger.new) {
        if (acc.Create_Contact__c) {
            contactsToCreate.add(new Contact(FirstName = 'Auto', LastName = 'Created', AccountId = acc.Id));
        }
        if (acc.Create_Opportunity__c) {
            opportunitiesToCreate.add(new Opportunity(Name = 'Auto Opportunity', AccountId = acc.Id, CloseDate = Date.today().addDays(30), StageName = 'Prospecting'));
        }
    }
    insert contactsToCreate;
    insert opportunitiesToCreate;
}

4. Populate Rating as 'Hot' for Media Industry Accounts

Scenario:

When a new Account is created in the Media Industry, set the Rating field to 'Hot'.

Trigger Example:

trigger SetHotRatingForMediaAccounts on Account (before insert) {
    for (Account acc : Trigger.new) {
        if (acc.Industry == 'Media') {
            acc.Rating = 'Hot';
        }
    }
}

5. Populate Description for High-Value Opportunities

Scenario:

When an Opportunity is created with an Amount greater than $100,000, populate the Description field with 'Hot Opportunity'.

Trigger Example:

trigger HighlightHighValueOpportunities on Opportunity (before insert) {
    for (Opportunity opp : Trigger.new) {
        if (opp.Amount != null && opp.Amount > 100000) {
            opp.Description = 'Hot Opportunity';
        }
    }
}

6. Copy Billing Address to Shipping Address

Scenario:

If the CopyBillingToShipping checkbox is checked during Account creation, copy the Billing Address to Shipping Address.

Trigger Example:

trigger CopyBillingToShipping on Account (before insert, before update) {
    for (Account acc : Trigger.new) {
        if (acc.CopyBillingToShipping__c) {
            acc.ShippingStreet = acc.BillingStreet;
            acc.ShippingCity = acc.BillingCity;
            acc.ShippingState = acc.BillingState;
            acc.ShippingPostalCode = acc.BillingPostalCode;
            acc.ShippingCountry = acc.BillingCountry;
        }
    }
}

7. Populate Default Values for New Positions

Scenario:

When a new Position record is created, set default values for Open Date, Min Pay, and Max Pay.

Trigger Example:

trigger SetDefaultValuesForPositions on Position__c (before insert) {
    for (Position__c pos : Trigger.new) {
        if (pos.Open_Date__c == null) {
            pos.Open_Date__c = Date.today();
        }
        if (pos.Min_Pay__c == null) {
            pos.Min_Pay__c = 50000;
        }
        if (pos.Max_Pay__c == null) {
            pos.Max_Pay__c = 100000;
        }
    }
}

8. Create Related Contact on Account Creation

Scenario:

When a new Account is created, automatically create a related Contact.

Trigger Example:

trigger CreateContactOnAccountCreation on Account (after insert) {
    List<Contact> contactsToCreate = new List<Contact>();
    for (Account acc : Trigger.new) {
        contactsToCreate.add(new Contact(FirstName = 'Default', LastName = 'Contact', AccountId = acc.Id));
    }
    insert contactsToCreate;
}

9. Create Related Opportunity on Account Creation

Scenario:

When a new Account is created, automatically create a related Opportunity.

Trigger Example:

trigger CreateOpportunityOnAccountCreation on Account (after insert) {
    List<Opportunity> opportunitiesToCreate = new List<Opportunity>();
    for (Account acc : Trigger.new) {
        opportunitiesToCreate.add(new Opportunity(Name = 'New Business', AccountId = acc.Id, CloseDate = Date.today().addDays(30), StageName = 'Prospecting'));
    }
    insert opportunitiesToCreate;
}

Conclusion

By mastering these Apex Trigger Scenarios, you can automate Salesforce processes, improve efficiency, and ensure data accuracy. Implement these triggers to elevate your Salesforce expertise and streamline workflows!

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