Posts Tagged ‘apex trigger’

Advanced Feature Management in Salesforce and why its so important

At WDCi we’ve developed a framework for advanced feature management, we call this TDTM (Table Driven Trigger Management)and it’s a solution to manage Salesforce Apex Triggers. Salesforce introduced this concept with their Nonprofit Starter Pack (NPSP). TDTM is new to the majority of Salesforce users, which is why you haven’t heard much chatter about it. Salesforce has not released a…

Read More

WeDid: Custom Lead Convert on Related Lists

Challenges There are additional information being tracked by the user under leads. These information are stored in custom objects linked against the leads (the lead related list). These additional information are required to be brought over on lead conversion however,  Salesforce out-of-the-box does not convert custom related list. Sample scenario: There are booking records created against a lead.…

Read More

WeDid: Custom Related List Record Creation

Challenges The client would like to ensure that every time a project record is created, all the relevant and related default records are automatically created. The related default records created are based on the different types of options selected at the master record (see below).   Option (User selection on the master object) Related List Records (Auto created as…

Read More

Salesforce Apex Trigger Lead Conversion

In Salesforce, we can convert the Lead to Account, Contact and/or Opportunity with the  “Convert” button from the front end. However, this can also be done by using the Database.LeadConvertResult Database method in Apex Class.   Here’s a sample lead conversion trigger scenario: Convert Lead to Contact when the contact value is created or updated. Use…

Read More

Salesforce: Maintaining Case Creator Access After Assignment Rules

Problem Fred is a Salesforce User. Fred goes into Salesforce and create a case and check the checkbox “Assign using active assignment rules”. Once the case is created, the assignment rules kick in and Fred (the Creator) has no longer access to this case.   Why When the Case sharing rules are set to private,…

Read More