• Skip to main content
StarrDataStarrDataStarrData
  • Technologies
    Salesforce Revenue Cloud
    Salesforce CPQ

    Deliver fast & accurate proposals that empowers your sales team and maximizes company revenue.

    Salesforce Billing

    Seamlessly integrate your entire billing process with powerful Salesforce technologies.

    Salesforce Products
    Sales Cloud

    Empower your sales team by leveraging best practices throughout the company.

    Experience Cloud

    Connect your customers, employees & partners with the power of Salesforce.

  • Services
    Salesforce Implementation

    We'll help you get up and running quickly - from simple implementations to fully customized instances.

    Salesforce Administration

    Stop worrying about the day to day details of Salesforce and outsource to a 5-star certified Salesforce team.

    Salesforce Optimization

    Get the most out of your Salesforce investment by fine tuning your instance specifically for your needs.

  • Industries
  • Blog
  • Company

    Since 2009, StarrData has helped hundreds of companies leverage the power of Salesforce. We are a 5-star certified partner with an experienced team of consultants, solution architects, engineers, and administrators.

    Testimonials

    See what our clients say.

    Partners

    Companies we partner with to provide ancillary services and integrations.

    Commitment to Equality

    At StarrData we believe that all humans are equal, and diversity is a strength. We are committed to providing equal employment opportunities and world-class service to anyone, regardless of sex, color, gender, religion, or sexual orientation.

  • Client Portal
  • Contact

Salesforce APEX Trigger Developement, Part of StarrForce Salesforce Support & Administration

By Darren Starr
Facebook
Twitter
Twitter

In this post we want to share a couple of brief use case studies which highlight some of the work we do with APEX triggers in Salesforce.

Design and create Apex trigger for new functionality

Problem: When a contact responds to a campaign, Salesforce has no way to automatically assign a task based on an area code territory so that it is automatically assigned to the appropriate sales person.

Solution: In just a few hours StarrForce designed a Custom Settings table in Salesforce to hold all area code assignments and then created, tested, and deployed a Saleforce APEX trigger to assign a task to the sales person based on the area code of the contact that responded to a campaign. This freed up the Salesforce Administrator at our client to focus on other projects and requests.

Modify an existing Apex Trigger to meet new requirements

Problem: An existing trigger that our client created would take the Contact from a custom lookup field on an Opportunity and add it as the Primary contact in the Contact Roles related list.

Salesforce has functionality that will create a Contact Role in the related list when an Opportunity is created from the Opportunities related list of a Contact record. It will also do this when converting a Lead and creating an Opportunity. But the Salesforce functionality does not mark the contact as Primary. So when the Salesforce functionality activated, the existing trigger would fire as well. This resulted in the contact being entered into the Contact Roles related list twice: once as a Primary Contact and once without the Primary flag.

Solution: StarrForce redesigned, created, tested, and deployed an APEX trigger to first look to see if the Contact was in the Contact Roles related list and if it was, the trigger would mark the Contact as Primary. If the Contact was not there, it would be added from the custom field as Primary.

Posted in APEX Development, Cloud Computing, CRM, Enterprise IT, Salesforce.com

Contact Us

888-391-4493 x101

1261 Locust St. #135, Walnut Creek, CA 94596

info@starrdata.com

Salesforce Partner Since 2009
Pledge1_ProudMember_Smallest

Additional Resources

  • Technologies
  • Services
  • Client Portal
  • Contact Us
  • Privacy Policy
  • Sitemap

About Us

StarrData is a 5-star rated salesforce.com partner who helps companies increase sales and productivity by providing Salesforce implementation and support services. Since 2009 we have helped hundreds of organizations to leverage the power of Salesforce.

© 2020 StarrData. All Rights Reserved.

Our Spring Sale Has Started

You can see how this popup was set up in our step-by-step guide: https://wppopupmaker.com/guides/auto-opening-announcement-popups/

Our Spring Sale Has Started

You can see how this popup was set up in our step-by-step guide: https://wppopupmaker.com/guides/auto-opening-announcement-popups/

Contact Us Today

To speak with someone right away, give us a call at (510) 984-3648.

  • This field is for validation purposes and should be left unchanged.