12 Apex Triggers use cases (or) scenarios and its solutions

#sfdc #apex #triggers #salesforce

All the below triggers support the bulk nature of triggers while respecting the governor limits.

Create a task record upon an opportunity stage change :

trigger CreateTaskUponOppStageChange on Opportunity (after update) {
    set<Id>ProcessOpp = new set<Id>();
    for(Opportunity op : Trigger.New){
        if(op.StageName!=Trigger.oldMap.get(op.Id).StageName){
            ProcessOpp.add(op.Id);
        }
    }
    if(ProcessOpp.size()>0){
        list<Opportunity>opps = [SELECT Id, Name, OwnerId FROM Opportunity WHERE Id IN : ProcessOpp];
        list<Task>InsertTasks = new list<Task>();
        for(Opportunity op : opps){
            Task T = new Task(Subject='From Opportunity (Stage Changed) : '+'['+op.Name+']',ActivityDate=Date.today().addDays(1),WhatId=op.Id,OwnerId=op.OwnerId,Status='Not Started');
            InsertTasks.add(T);
        }
        if(InsertTasks.size()>0){
            Insert InsertTasks;
        }
    }
}

If the account owner changes, its contacts owner also should change :

trigger IfAccountOwnerChangesItsContactsOwnerShouldChange on Account (after Update) {
    set<Id>ProcessAccs = new set<Id>();

    for(Account a : Trigger.New){
        if(a.OwnerId != Trigger.oldMap.get(a.Id).OwnerId){
            ProcessAccs.add(a.Id);
        }
    }

    if(ProcessAccs.size()>0){
        list<Account>accs = [SELECT Id,(SELECT Id,OwnerId,Account.OwnerId FROM Contacts) FROM Account WHERE Id IN: ProcessAccs];
        list<Contact>contacts= new list<Contact>();
        for(Account a : accs){
            if(a.Contacts.size()>0){
                for(Contact c : a.Contacts){
                    c.OwnerId = c.Account.OwnerId;
                    contacts.add(c);
                }
            } 
        }

        if(contacts.size()>0){
            update contacts;
        }
    }
}

Only the system administrator can delete the case record :

trigger OnlySysAdminCanDeleteCase on Case (before delete) {
    set<Id>ProcessCase = new set<Id>();

    for(Case c : Trigger.Old){
        ProcessCase.add(c.Id);
    }

    if(ProcessCase.size()>0){
        Id UID = userinfo.getUserId();
        User U = [SELECT Id,Profile.Name FROM User WHERE Id=:UID];
        if(U.Profile.Name != 'System Administrator'){
            Trigger.Old[0].Id.addError('You Cannot delete');
        }
    }
}

Prevent account deletion if any case associated with it :

trigger PreventAccountDeleteIfCasesAssociatedWithIt on Account (before delete) {
    set<Id>ProcessAccount = new set<Id>();
    for(Account a : Trigger.old){
        ProcessAccount.add(a.Id);
    }

    if(ProcessAccount.size()>0){
        list<Account>acc = [SELECT Id,(SELECT Id FROM Cases) FROM Account WHERE Id IN: ProcessAccount];
        for(Account a : acc){
            if(a.Cases.size()>0){
                //Here added "Trigger.oldMap.get(a.Id)" because addError won't support if loop through list.
                Trigger.oldMap.get(a.Id).addError('You cannot delete this account beacuse this associated with cases');
            }
        }
    }
}

Prevent account deletion if it is created 7+ days back :

trigger PreventAccountDeleteIfItIsCreated7DaysBack on Account (before delete) {
    list<Account>ProcessAccs = new list<Account>();

    for(Account a : Trigger.old){
        ProcessAccs.add(a);
    }

    if(ProcessAccs.size()>0){
        for(Account a : ProcessAccs){
            Integer Diff = (a.Createddate.date()).daysBetween(system.today());
            if(Diff > 7){
                a.addError('You cannot delete this account because it was created 7 days back');
            }
        }
    }
}

Update the account field(Total_Contacts__c) with a count of total contacts associated with it upon contact creation or deletion :

trigger TotalContactsOnAccount on Contact (after insert,after delete) {
    set<Id>ProcessAccounts = new set<Id>();
    if(Trigger.New!=null && Trigger.isInsert){
        for(Contact c : Trigger.New){
            if(c.AccountId!=null){
                ProcessAccounts.add(c.AccountId);
            }
        }
    }

    if(Trigger.Old!=null && Trigger.isDelete){
        for(Contact c : Trigger.Old){
            ProcessAccounts.add(c.AccountId);
        }
    }

    if(ProcessAccounts.size()>0){
        list<Account>UpdateAccounts = [SELECT Id,Total_Contacts__c,(SELECT Id FROM Contacts) FROM Account WHERE Id IN : ProcessAccounts];
        for(Account a : UpdateAccounts){
            a.Total_Contacts__c = a.Contacts.size();
        }
        if(UpdateAccounts.size()>0){
            update UpdateAccounts;
        }
    }
}

Update the account field(Latest_Opp_Amount__c) with the latest opportunity amount :

trigger UpdateAccFieldWithLatestOppAmount on Opportunity (after insert) {
    set<Id>ProcessOpp = new set<Id>();

    for(Opportunity o : Trigger.New){
        if(o.AccountId != null){
            ProcessOpp.add(o.AccountId);
        }
    }

    if(ProcessOpp.size()>0){
        list<Account>accs = [SELECT Id,Latest_Opp_Amount__c,(SELECT Id,Amount FROM Opportunities ORDER BY CreatedDate DESC LIMIT 1) FROM Account WHERE Id IN: ProcessOpp];
        for(Account a : accs){
            if(a.Opportunities.size()>0){
                a.Latest_Opp_Amount__c = a.Opportunities[0].Amount;
            }
        }
        if(accs.size()>0){
            update accs;
        }
    }
}

Update the account's annual revenue field with the sum of its opportunities amount :

trigger UpdateAnnualRevenueOnAccountWhenOppInserteOrDeleted on Opportunity (after insert,after delete) {
    set<Id>ProcessOpp = new set<Id>();
    if(Trigger.isInsert){
        for(Opportunity o : Trigger.New){
            if(o.AccountId!=null){
                ProcessOpp.add(o.AccountId);
            }
        }
    }

    if(Trigger.isDelete){
        for(Opportunity o : Trigger.Old){
            if(o.AccountId!=null){
                ProcessOpp.add(o.AccountId);
            }
        }
    }

    if(ProcessOpp.size()>0){
        list<Account>accs = [SELECT Id,AnnualRevenue,(SELECT Id,Amount FROM Opportunities) FROM Account WHERE Id IN: ProcessOpp];
        Decimal Count = 0;
        for(Account a : accs){
            for(Opportunity o : a.Opportunities){
                Count+=o.Amount;
            }
            a.AnnualRevenue=Count;
        }
        if(accs.size()>0){
            update accs;
        }
    }
}

Prevent account deletion if it is active :

trigger PreventDeleteIfAccountIsActive on Account (before delete) {
    list<Account>ProcessAccs = new list<Account>();

    for(Account a : Trigger.Old){
        ProcessAccs.add(a);
    }

    if(ProcessAccs.size()>0){
        for(Account a : ProcessAccs){
            if(a.Active__c=='Yes'){
                Trigger.oldMap.get(a.Id).addError('Account ['+a.Name+'] is active you cannot delete');
            }
        }
    }
}

Update the latest account's case number on the account :

trigger UpdateLatestCaseNumberOnAccount on Case (after insert) {
    set<Id>ProcessCase = new set<Id>();

    for(Case c : Trigger.New){
        ProcessCase.add(c.AccountId);
    }

    if(ProcessCase.size()>0){
        list<Account>accs = [SELECT Id,Description,(SELECT Id,CaseNumber,CreatedDate FROM Cases ORDER BY CreatedDate DESC LIMIT 1) FROM Account WHERE Id IN: ProcessCase];
        for(Account a : accs){
            if(a.Cases.size()>0){
                a.Description += '\n' + 'Case Number : ' + a.Cases[0].CaseNumber + ', ' + 'Created on : ' + a.Cases[0].CreatedDate;
            }
        }
        if(accs.size()>0){
            update accs;
        }
    }
}

Prevent duplicate contacts based on contact email :

trigger PreventDuplicateContactsBasedOnContactEmail on Contact (before insert) {
    set<String>ProcessContacts = new set<String>();

    for(Contact c : Trigger.New){
        if(c.Email!=null){
            ProcessContacts.add(c.Email);
        }
    }

    if(ProcessContacts.size()>0){
        list<Contact>contacts = [SELECT Id, Email FROM Contact WHERE Email IN: ProcessContacts];
        list<String>Emails = new list<String>();
        if(contacts.size()>0){
            for(Contact c : contacts){
                Emails.add(c.Email);
            }
            for(Contact c : Trigger.New){
                if(Emails.contains(c.Email)){
                    c.addError('Duplicate contacts are not allowed : '+ c.Email + ' already used');
                }
            }
        }
    }
}

Update the opportunity stage name to 'closed lost' if the stage name is 'closed won' upon the account's active__c field changes to 'No' :

trigger UpdateOppsUponChangingAccountActiveFieldToFalse on Account (after update) {
    set<Id>ProcessAccounts = new set<Id>();
    for(Account a : Trigger.New){
        if(a.Active__c!=Trigger.oldMap.get(a.Id).Active__c && a.Active__c=='No'){
            ProcessAccounts.add(a.Id);
        }
    }
    if(ProcessAccounts.size()>0){
        list<Account>accs = [SELECT Id,(SELECT Id,StageName FROM Opportunities) FROM Account WHERE Id IN : ProcessAccounts];
        list<Opportunity>UpdateOpps=new list<Opportunity>();
        for(Account a : accs){
            for(Opportunity o : a.Opportunities){
                if(o.StageName!='Closed Won'){
                    o.StageName='Closed Lost';
                    UpdateOpps.add(o);
                }
            }
        }
        if(UpdateOpps.size()>0){
            Update UpdateOpps;
        }

    }
}

You can also find these codes in below GitHub repository :

https://github.com/leelasairam/SF-Triggers

Thanks for reading😊

DEV Community

12 Apex Triggers use cases (or) scenarios and its solutions

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