Triggers: 10 Proven Strategies for Automation Success

Triggers: 10 Proven Strategies for Automation Success

What are Triggers?

A trigger is essentially a piece of Apex code that gets executed before or after a specific event occurs, such as the insertion, update, or deletion of records. These events are often referred to as Data Manipulation Language (DML) operations. Triggers serve as powerful automation tools, allowing you to define custom logic and execute complex business processes.

Types of Triggers:

There are two main types of triggers.

  1. After Trigger
  2. Before Trigger

Before Triggers: Before triggers are executed before the record is saved to the database, If you want to update a field value in a before trigger, you can modify the value directly in the trigger.

After Trigger: After triggers are executed after the record has been saved to the database, If you want to update a field value in an after trigger, you need to perform a DML operation (such as update) on the record.

Types of Trigger Events:

  • before insert – Executed before new records are inserted into the database.
  • before update – Executed before existing records are updated in the database.
  • before delete – Executed before records are deleted from the database.
  • after insert – Executed after new records have been inserted into the database.
  • after update – Executed after existing records have been updated in the database.
  • after delete – Executed after records have been deleted from the database.
  • after undelete – Executed after records are restored from the Recycle Bin.

trigger MyTrigger on ObjectName (before insert, after update) {
    // Trigger logic goes here
}

Understanding trigger context variables is fundamental to working with triggers effectively. These include:

  • Trigger.new: Contains the new versions of the sObjects (records) under operation.

List<Account> newAccounts = Trigger.new;

  • Trigger.old: Contains the old versions of the sObjects, helpful for making comparisons.

List<Account> newAccounts = Trigger.old;

  • Trigger.newMap and Trigger.oldMap: Map representations of records, facilitating easy data manipulation.

Map<Id, Account> newAccountMap = Trigger.newMap;
Map<Id, Account> newAccountMap = Trigger.oldMap;

if (Trigger.isBefore) {
    // Code specific to before trigger execution
}
if (Trigger.isAfter) {
    // Code specific to before trigger execution
}

  • Trigger.isInsert, Trigger.isUpdate, Trigger.isDelete: Returns true if the trigger was fired due to an insert, update, or delete operation, respectively.

if (Trigger.isInsert) {
    // Code specific to insert operation
}if (Trigger.isUpdate) {    // Code specific to insert operation}if (Trigger.isdelete) {    // Code specific to insert operation}

  • Trigger.isExecuting: Returns true if the current context for the Apex code is a trigger, not a Visualforce page, a Web service, or an executeanonymous() API call.

if (Trigger.isExecuting) {
    // Code specific to trigger execution context
}

  • Trigger.isUndelete: Returns true if the trigger was fired due to an undelete operation.

if (Trigger.isUndelete) {
    // Code specific to undelete operation
}

  • Size: Returns the total number of records in the trigger context.

Integer triggerSize = Trigger.size;

  • operationType: Returns a string representing the type of operation that fired the trigger (insert, update, delete, merge, undelete).

Integer triggerSize = Trigger.size;

Best Practices for Trigger Development

Triggers: 10 Proven Strategies for Automation Success

Best Practices for Trigger Development
  1. Bulkify Your Code
  2. Use Trigger Handler Patterns
  3. Error Handling

How we will write the Before Trigger or After Trigger

Syntax of Before Trigger:

trigger TriggerName on ObjectName (Before Insert, Before Update, Before Delete ) {

    // Before Insert
    if (Trigger.isInsert && Trigger.isBefore) {
        // Logic for before insert
        // Access new records using Trigger.new
    }

    // Before Update
    if (Trigger.isUpdate && Trigger.isBefore) {
        // Logic for before update
        // Access new records using Trigger.new and old records using Trigger.old
    }

    // Before Delete
    if (Trigger.isDelete && Trigger.isBefore) {
        // Logic for before delete
        // Access old records using Trigger.old
    }

}

Syntax of After Trigger:

trigger TriggerName on ObjectName (After Insert, After Update, After Delete, After Undelete) {
    // After Insert
    if (Trigger.isInsert && Trigger.isAfter) {
        // Logic for after insert
        // Access new records using Trigger.new
    }

    // After Update
    if (Trigger.isUpdate && Trigger.isAfter) {
        // Logic for after update
        // Access new records using Trigger.new and old records using Trigger.old
    }

    // After Delete
    if (Trigger.isDelete && Trigger.isAfter) {
        // Logic for after delete
        // Access old records using Trigger.old
    }

    // After Undelete
    if (Trigger.isUndelete && Trigger.isAfter) {
        // Logic for after undelete
        // Access new records using Trigger.new
    }
}

Benefits of Triggers

  1. Automation of Business Processes
  2. Real-time Data Validation
  3. Dynamic Record Modification
  4. Asynchronous Processing
  5. Custom Error Handling
  6. Custom Business Logic

Conclusion

Triggers are a fundamental part of the Salesforce customization toolkit, offering a wide range of benefits that empower organizations to automate processes, maintain data integrity, and create tailored solutions to meet their unique business needs. Triggers in Salesforce are the backbone of automation. Triggers empower Salesforce administrators and developers to create a seamless and efficient environment. 

Whether you’re a seasoned Salesforce administrator or a newcomer to the platform, understanding triggers and incorporating them into your customization strategy can open up a world of possibilities for optimizing your business processes and elevating your overall CRM experience.

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