How to prevent users updating Notes in Salesforce?
To prevent users from updating Notes in Salesforce, develop a trigger on Note object and throw an error when someone tries to update the notes. Sample Trigger:trigger NoteTrigger on Note ( ....
Tag: Salesforce Trigger
How to avoid closing Parent Case when child(related) cases are still open in Salesforce?
Sample Trigger:trigger CaseTrigger on Case ( before update ) { Set < Id > setCaseIds = new Set < Id >(); Map < Id, Integer > mapOpenCaseCount = new ....
How to prevent users to select Price Book while creating Opportunity in Salesforce for specific record type?
To disable "Price Book" book selection while creating an Opportunity, the Pricebook2Id field should be populated. If the Pricebook2Id field is blank, it will prompt to select the Price Book. ....
Trigger to update Account when Contact is Created in Salesforce
Custom Field in Account to update when Contact is created: Sample Trigger: trigger ContactTrigger on Contact ( after insert ) { Set < Id > setAccountIds = new Set < ....
How to complete a Milestone on a case through Automation in Salesforce?
Requirement:Mark First Response Milestone as completed when the agent changes the status of the Case from New to Working. Note: IsCompleted field in CaseMilestone is not Writeable/Editable.So, this cannot be updated. But, ....
Email Notification to Contact after lead conversion in Salesforce
Sample Code: trigger LeadTrigger on Lead ( after update ) { Set < Id > setContactIds = new Set < Id >(); for ( Lead objLead : trigger.new ) { ....
Custom Notification using Apex in Salesforce
In the below example Notification will be sent to the Account owner when the file is attached to their Account records. Notification Type in Setup: Sample Code:trigger ContentDocumentLinkTrigger on ContentDocumentLink ( ....
Order of events when a merge occurs in Salesforce
For example, if two contacts are merged, only the delete and update contact triggers fire. No triggers for records related to the contacts, such as accounts or opportunities, fire.1. The ....
Sample Trigger to update Account after Lead Conversion in Salesforce
Below trigger fetches the Accounts of the converted Leads. It sets the Record Type Id to External Account Record Type Id if the Account's Record Type Id is not External Account ....
Callout from triggers are currently not supported exception/error in Salesforce
In certain scenarios, we need to make the callout from the trigger to call an external webservice however we are not able to do so as it gives the below ....
