Apex Trigger Solved Scenarios

Apex Trigger
Solved Scenarios
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Trigger Use Cases with Solutions
1. Upon Account Creation if Industry is not null and having value as ‘Media’ then
populate Rating as Hot.
Solution:
trigger AccountTrigger on Account (before insert) {
if(Trigger.isInsert){
if(Trigger.isBefore){
AccountTriggerHandler.updateRating(Trigger.New);
}
}
}
public class AccountTriggerHandler {
public static void updateRating(List<Account> accList){

for(Account acc:accList){
if(acc.Industry!=null && acc.Industry=='Media'){
acc.Rating='Hot';
}
}
}
}
2. Upon Opportunity Creation if Amount is not null and is greater than 100000 then
populate ‘Hot Opportunity’ in description field.
Solution:
trigger OpportunityTrigger on Opportunity (before insert) {
OpportunityTriggerHandler.updateDesc(Trigger.New);
}
}
}
public class OpportunityTriggerHandler {
public static void updateDesc(List<Opportunity> oppList){

for(Opportunity opp:oppList){
if(opp.Amount!=null && opp.Amount>100000){
opp.Description='Hot Opportunity';
}
}
}
}
3. When an account inserts and CopyBillingToShipping (Custom Field) checkbox is

checked then automatically copy account billing address into account shipping
address.
Solution:
trigger AccountTrigger on Account (before insert) {
AccountTriggerHandler.updateRating(Trigger.New);
}
}
}
public static void updateAddres(List<Account> accList){

if(acc.CopyBillingToShipping__c && acc.acc.BillingCity!= null
&& acc.BillingCountry!= null && acc.BillingPostalCode != null
&& acc.BillingState != null && acc.BillingStreet != null){
acc.ShippingCity=acc.BillingCity;
acc.ShippingCountry=acc.BillingCountry;
acc.ShippingPostalCode=acc.BillingPostalCode;
acc.ShippingState=acc.BillingState;
acc.ShippingStreet=acc.BillingStreet;
}
}
}
}
4. Upon Creation of Position (Custom Object) if it is a New Position and Open Date,
Min Pay & Max Pay are not populated then populated them with below values:
a. Open Date = Today’s Date
b. Min Pay = 10000
c. Max Pay = 15000
Solution:
trigger PositionTrigger on Position__c (before insert) {
PositionTriggerHandler.populateDateAndPay(Trigger.New);
}
}
}
public class PositionTriggerHandler {
public static void populateDateAndPay(List<Position__c> posList){

for(Position__c pos:posList){
if(pos.status__c=='New Position' && pos.Min_Pay__c ==null
&& pos.Max_Pay__c==null &&
pos.Open_Date__c==null){
pos.Open_Date__c=System.today();
pos.Min_Pay__c=10000;
pos.Max_Pay__c=15000;
}
}
}
}
5. Create a related Contact when an Account is created.
Solution:
trigger AccountTrigger on Account (after insert) {
if(Trigger.isAfter){
AccountTriggerHandler.createContact(Trigger.New);
}
}
}
public static void createContact(List<Account> accList){

List<Contact> conList = new List<Contact>();
for(Account acc: accList){
Contact con= new Contact();
con.FirstName = acc.Name + 'FN';
con.LastName = acc.Name + 'LN';
con.AccountId = acc.Id;
conList.add(con);
}
if(!conList.isEmpty()){
insert conList;
}
}
}
6. Create a related Opportunity when an Account is created.
Solution:
AccountTriggerHandler.createRelatedOpp(Trigger.New);
}
}
}
public static void createRelatedOpp(List<Account> accList){

List<Opportunity> oppList = new List<Opportunity>();
for(Account acc: accList){
Opportunity opp = new Opportunity();
opp.Name = acc.Name + 'opp';
opp.AccountId = acc.Id;
opp.StageName = 'Prospecting';
opp.CloseDate = System.today();
oppList.add(opp);
}
if(!oppList.isEmpty()){
insert oppList;
}
}
}
}
7. When a Case is created on any Account, put the latest case number on the
Account in the ‘Latest Case Number’ field.
Solution:
trigger CaseTrigger on Case (after insert) {
CaseTriggerHandler.populateLatestCaseNum(Trigger.New);
}
}
}
public class CaseTriggerHandler {
public static void populateLatestCaseNum(List<Case> caseList){

List<Account> accLIst = new List<Account>();
for(Case cs : caseList){
if(cs.AccountId != null){
Account acc = new Account();
acc.id = cs.AccountId;
acc.Latest_Case_Number__c = cs.CaseNumber;
accList.add(acc);
}
}
if(!accList.isEmpty()){
update accList;
}
}
}
8. Account records should have a field named ‘Recent Opportunity Amount’. It

should contain the opportunity amount of the latest created opportunity on
account.
Solution:
trigger OpportunityTrigger on Opportunity (after insert) {
OpportunityTriggerHandler.populateAmount(Trigger.New);
}
}
}
public static void populateAmount(List<Opportunity> oppList){

List<Account> accList= new List<Account>();
if(opp.Amount!=null && opp.AccountId!=null){
Account acc = new Account();
acc.Id=opp.AccountId;
acc.Recent_Opp_Amount__c=opp.Amount;
accList.add(acc);
}
}
update accList;
}
}
}
9. On Account create two checkbox fields labeled as Contact and Opportunity.

Now when a new Account record is created and if a particular Contact or
Opportunity checkbox is checked then create that related record. Also
Opportunity record should be created only if the Account record Active picklist is
populated with a Yes.
Solution:
AccountTriggerHandler.createContactOrOpp(Trigger.New);
}
}
}
public static void createContactOrOpp(List<Account> accList){

List<Contact> conList= new List<Contact>();
List<Opportunity> oppList= new List<Opportunity>();
if(acc.Contact__c){
Contact con = new Contact();
con.FirstName = 'con1';
con.LastName = 'last';
con.AccountId = acc.Id;
conList.add(con);
}
if(acc.Opportunity__c && acc.Active__c == 'Yes'){
Opportunity opp = new Opportunity();

opp.AccountId = acc.Id;
opp.StageName = 'Prospecting';
opp.CloseDate = System.today();
opp.Name = 'Opp1';
oppList.add(opp);
}
}
if(oppList.size()>0){
insert oppList;
}
if(conList.size()>0){
insert conList;
}
}
}
10. If the Account phone is updated then populate below message in

description.
Description = Phone is Updated! Old Value : XXX & New Value : XXX
Solution:
trigger AccountTrigger on Account (before update) {
if(Trigger.isUpdate){
AccountTriggerHandler.updateDescription(Trigger.New,
Trigger.oldMap);
}
}
}
public static void updateDescription(List<Account>

accList,Map<Id,Account> oldMap){
if(acc.Phone!=oldMap.get(acc.Id).Phone){
acc.Description='Phone is updated! Old Value :
'+oldMap.get(acc.Id).Phone+' & New Value :
'+acc.Phone;
}
}
}
}
11. When an account is inserted or updated and the CopyBillingToShipping

checkbox is checked then automatically copy the account billing address
into account shipping address.
Solution:
AccountTriggerHandler.copyBillToShip(Trigger.New,
Trigger.oldMap);
}
}
}
public static void copyBillToShip(List<Account> accList,Map<Id,Account>
oldMap){
if((oldMap==null && acc.CopyBillingToShipping__c) ||
(!oldMap.get(acc.Id).CopyBillingToShipping__c &&
acc.CopyBillingToShipping__c)){
acc.ShippingCity=acc.BillingCity;
acc.ShippingCountry=acc.BillingCountry;
acc.ShippingPostalCode=acc.BillingPostalCode;
acc.ShippingState=acc.BillingState;
acc.ShippingStreet=acc.BillingStreet;
}
}
}
}
12. Upon Account Creation or updation if Industry is not null and having value
as ‘Media’ then populate Rating as Hot.
Solution:
AccountTriggerHandler.updateIndustryRating(Trigger.New,
Trigger.oldMap);
}
}
}
public static void updateIndustryRating(List<Account>

if((oldMap==null &&acc.Industry=='Media') ||
(acc.Industry=='Media' && acc.Industry !=
oldMap.get(acc.Id).Industry)){
acc.Rating='Hot';
}
}
}
}
13. If opportunity Stage is updated upon its creation or update then update
description as either 'Opp is Closed Lost' or 'Opp is Closed Won' or 'Opp is
Open'.
Solution:
trigger OpportunityTrigger on Opportunity (before update) {
OpportunityTriggerHandler.updateDesc(Trigger.New,
Trigger.oldMap);
}
}
}
public static void updateDesc(List<Opportunity>
oppList,Map<Id,Opportunity> oldMap){
if((oldMap==null)||(opp.StageName!=oldMap.get(opp.Id).Stage
Name)){
if(opp.StageName=='Closed Won'){
opp.Description='Opportunity is Closed won';
}else if(opp.StageName=='Closed Lost'){
opp.Description='Opportunity is closed lost';
}else{
opp.Description='Opportunity is open';
}
}
}
}
}
14. If the Account phone is updated then populate the phone number on all
related Contacts (Home Phone field). [Using Map]
Solution:
trigger AccountTrigger on Account (after update) {
AccountTriggerHandler.updateRelatedConts(Trigger.New,
Trigger.oldMap);
}
}
}
public static void updateRelatedConts(List<Account>
List<Contact> conList=new List<Contact>();
Map<Id,Account> accToAccountMap= new Map<Id,Account>();
if((acc.Phone!=null && acc.Phone!=(oldMap.get(acc.Id).Phone))
&& oldMap!=null){
accToAccountMap.put(acc.Id,acc);
}
}
for(Contact cont:[SELECT Id, HomePhone, AccountId FROM Contact

WHERE AccountId IN: accTOAccountMap.keySet()]){
if(accToAccountMap.containsKey(cont.AccountId)){
cont.HomePhone=accToAccountMap.get(cont.AccountId).
Phone;
conList.add(cont);
}
}
update conList;
}
OR
if(conList.size() > 0){
update conList;
}
}
}
15. If the Account phone is updated then populate the phone number on all
related Contacts (Home Phone field). [Using Parent-Child SOQL]
Solution:
Trigger.oldMap);
}
}
}
public static void updateRelatedContsWithoutMap(List<Account>

Set<Id> accIds = new Set<Id>();
if((acc.Phone!=null && acc.Phone!=(oldMap.get(acc.Id).Phone))
&& oldMap!=null){
accIds.add(acc.Id);
}
}
for(Account acc : [SELECT Id, Phone, (SELECT HomePhone FROM

Contacts) FROM Account WHERE Id IN: accIds]){
if(acc.Contacts != null){
for(Contact con : acc.Contacts){
con.HomePhone=acc.Phone;
conList.add(con);
}
}
}
update conList;
}
}
}
16. If the Account billing address is updated then update related contacts
mailing address. [Using Map]
Solution:
Trigger.oldMap);
}
}
}
public static void updateRelatedContactMail(List<Account>
if( (!acc.BillingCity.equals(oldMap.get(acc.Id).BillingCity) ||
!acc.BillingCountry.equals(oldMap.get(acc.Id).BillingCountry) ||
!acc.BillingPostalCode.equals(oldMap.get(acc.Id).BillingPostalC
ode) ||c!acc.BillingState.equals(oldMap.get(acc.Id).BillingState)
|| !acc.BillingStreet.equals(oldMap.get(acc.Id).BillingStreet) )
&& oldMap!=null){
}
}
for(Contact con:[SELECT Id,AccountId FROM Contact WHERE

AccountId IN: accTOAccountMap.keySet()]){
if(accToAccountMap.containsKey(cont.AccountId)){
con.MailingCountry =
accToAccountMap.get(cont.AccountId).BillingCountry;
con.MailingCity =
accToAccountMap.get(cont.AccountId).BillingCity;
con.MailingState =
accToAccountMap.get(cont.AccountId).BillingState;
con.MailingPostalCode =
accToAccountMap.get(cont.AccountId).BillingPostalCode;
con.MailingStreet =
accToAccountMap.get(cont.AccountId).BillingStreet;
conList.add(con);
}
}
update conList;
}
}
}
17. If the Account billing address is updated then update related contacts
mailing address. [Using Parent-Child SOQL]
Solution:
Trigger.oldMap);
}
}
}
public static void updateRelatedContactMailWithoutMap(List<Account>

Set<Id> idSet= new Set<Id>();
if((!acc.BillingCity.equals(oldMap.get(acc.Id).BillingCity) ||
!acc.BillingCountry.equals(oldMap.get(acc.Id).BillingCountry) ||
!acc.BillingPostalCode.equals(oldMap.get(acc.Id).BillingPostalCode)
|| !acc.BillingState.equals(oldMap.get(acc.Id).BillingState) ||
!acc.BillingStreet.equals(oldMap.get(acc.Id).BillingStreet) ) && oldMap!=null){
idSet.add(acc.Id);
}
}
for(Account acc:[SELECT Id, BillingCountry, BillingCity, BillingState,

BillingPostalCode, BillingStreet, (SELECT Id FROM Contacts) FROM
Account WHERE Id IN:idSet]) {
if(acc.Contacts!=null){
for(Contact cont:acc.Contacts){
cont.MailingCountry=acc.BillingCountry;
cont.MailingCity= acc.BillingCity;
cont.MailingState=acc.BillingState;
cont.MailingPostalCode=acc.BillingPostalCode;
cont.MailingStreet=acc.BillingStreet;
conList.add(cont);
}
}
}
update conList;
}
}
}
18. When a Opportunity Stage (field) is changed, create a Task record on

Opportunity and assign it to Logged In User/Opportunity Owner / Any User.
Solution:
trigger OpportunityTrigger on Opportunity (after update) {
OpportunityTriggerHandler.createTask(Trigger.New,
Trigger.oldMap);
}
}
}
public static void createTask(List<Opportunity>
List<Task> tList= new List<Task>();
if(opp.StageName!=oldMap.get(opp.Id).StageName){
Task t = new Task();
t.WhatId = opp.Id;
t.Subject = 'Email';
t.Priority = 'Normal';
T.status = 'Not Started';
t.OwnerId = UserInfo.getUserId();
tList.add(t);
}
}
If(tList.size( ) > 0){
insert tList;
}
}}
19. Write a trigger on Account when Account Active field is updated from ‘Yes’
to ‘No’ then check all opportunities associated with the account. Update all
Opportunities Stage to close lost if stage not equal to close won.
Solution:
AccountTriggerHandler.updateOpportunityStage(Trigger.New,
Trigger.oldMap);
}
}
}
public static void updateOpportunityStage(List<Account>

List<Opportunity> oppList=new List<Opportunity>();
if(acc.Active__c == 'No' && acc.Active__c !=
oldMap.get(acc.Id).Active__c){
idSet.add(acc.Id);
}
}
for(Account a:[SELECT Id,Active__c,(SELECT Id,StageName FROM
Opportunities) FROM Account WHERE Id IN:idSet]){
if(acc.Opportunities!=null){
for(Opportunity opp:a.Opportunities){
if(opp.StageName!='Closed
Won'&&opp.StageName!='Closed Lost'){
opp.StageName='Closed Lost';
oppList.add(opp);
}
}
}
}
if(oppList.size( ) > 0){
update oppList;
}
}
}
20. Account records cannot be deleted if active is Yes.
Solution:
trigger AccountTrigger on Account (before delete) {
if(Trigger.isDelete){
AccountTriggerHandle.preventDel(Trigger.old);
}
}
}
public class AccountTriggerHandle{

public static void preventDel(List<Account> accList){
for(Account acc : accList){
if(acc.Active__c == 'Yes'){
acc.addError(Label.Prevent_Account_Deletion);
}
}
}
}
21. Prevent account record from being edited if the record is created 7 days
back.
Solution:
AccountTriggerHandle.preventAccEdit(Trigger.new);
}
}
}
public class AccountTriggerHandle{

public static void preventAccEdit(List<Account> accList){
if(acc.CreatedDate<System.today()-6){
acc.addError('You cannot update account created 7 days
back');
}
}
}
}
22. Apply validation using addError( ) method in trigger. While Creation of

Opportunity is Amount is null then throw an error message.
Solution:
trigger OpportunityTrigger on Opportunity (before insert) {
OpportunityTriggerHandler.validateAmount(Trigger.New);
}
}
}
public static void validateAmount(List<Opportunity> oppList){

if(opp.Amount == null){
opp.addError('Amount field can not be null');
}
}
}
}
23. When an opportunity is updated to Closed Lost and Closed Lost Reason
(field) is not populated then throw validation error that ‘Please populate
Closed Lost Reason’ on opportunity. [before update]
Solution:
trigger OpportunityTrigger on Opportunity (before update) {

OpportunityTriggerHandler.populateClosedReason(Trigger.New
, Trigger.oldMap);
}
}
}
public static void populateClosedReason(List<Opportunity> oppList,
Map<Id,Opportunity> oldMap){
if(opp.StageName == 'Closed Lost' && opp.StageName !=
oldMap.get(opp.Id).StageName &&
opp.Closed_Lost_Reason__c == null){
opp.addError('Please populate Closed Lost Reason');
}
}
}
}
24. Write a trigger on Account and check only System Administrator profile
users should be able to delete an account.
Solution:

AccountTriggerHandler.checkProfileForDeletion(Trigger.old);
}
}
}
public class AccountTriggerHandler{
public static void checkProfileForDeletion(List<Account> accList){
Profile p = [SELECT Id FROM Profile WHERE Name = 'System

Administrator'];
if(UserInfo.getProfileId() != p.Id){
acc.addError('Only System Administrator can delete
Account');
}
}
}
}
25. If an opportunity is closed then, no one should be able to delete it except

the user having a System Administrator profile.
Solution:
trigger OpportunityTrigger on Opportunity (before delete) {
OpportunityTriggerHandler.checkProfileForDeletion(Trigger.old);
}
}
}
public static void checkProfileForDeletion(List<Opportunity> oppList){
Profile p = [SELECT Id FROM Profile WHERE Name = 'System

Administrator'];
if(opp.StageName == 'Closed Won' || opp.StageName ==
'Closed Lost')
if(UserInfo.getProfileId() != p.Id){
opp.addError('Only System administrator can delete
opportunity');
}
}
}
}
26. Prevent deletion of an account if there is any opportunity related to that

account.
Solution:
AccountTriggerHandler.preventDelIfHasRelatedOpp(Trigger.old);
}
}
}
public static void preventDelIfHasRelatedOpp(List<Account> accList){

idSet.add(acc.Id);
}
for(Account acc:[SELECT Id,(SELECT Id FROM Opportunities)FROM
Account WHERE Id IN:idSet]){
if(acc.Opportunities.size( ) > 0){
acc.addError('You can not delete account where
opportunities are available ');
}
}
}
}
27. Prevent deletion of an account if there is any case related to that account.
Solution:
AccountTriggerHandler.preventDelIfHasRelatedOpp(Trigger.old);
}
}
}
public static void preventDelIfHasRelatedCase(List<Account> accList){

idSet.add(acc.Id);
}
for(Account acc:[SELECT Id,(SELECT Id FROM Cases)FROM Account
WHERE Id IN:idSet]){
if(acc.Cases.size() > 0){
acc.addError('You can not delete account where cases are
available ');
}
}
}
}
28. When the Employee record is deleted then update ‘Left Employee Count’
on Account.
Solution:
trigger EmployeeTrigger on Employee__c (After delete) {
EmployeeTriggerHandler.leftEmpCount(Trigger.old);
}
}
}
public class EmployeeTriggerHandler{
public static void leftEmpCount(List<Employee__c> oldEmpList){

Set<Id> accIds=new Set<Id>();
List<Account> accToBeUpdated=new List<Account>();
Map<Id,Account> accIdToAccMap;
List<Employee__c> empList= new List<Employee__c>();
Map<Id,Decimal> accIdToTotalCount= new Map<Id,Decimal>();
for(Employee__c emp:oldEmpList){
if(emp.Account__c!=null){
accIds.add(emp.Account__c);
empList.add(emp);
}
}
if(!accIds.isEmpty()){
accIdToAccMap= new Map<Id,Account>([SELECT
Id,Left_Employee_Count__c FROM Account WHERE Id
IN:accIds]);
}
if(!empList.isEmpty()){
for(Employee__c emp:empList){
if(accIdToAccMap.containsKey(emp.Account__c)){
if(accIdToTotalCount.containsKey(emp.Account__c)){
Decimal count =
accIdToTotalCount.get(emp.Account__c)+1;
accIdToTotalCount.put(emp.Account__c,count);
}else{
accIdToTotalCount.put(emp.Account__c,accIdToAcc
Map.get(emp.Account__c).Left_Employee_Count__c+1);
}
}
}
}
for(Id accId:accIdToTotalCount.keySet()){
Account acc= new Account();
acc.Id=accId;
acc.Left_Employee_Count__c=accIdToTotalCount.get(accId);
accToBeUpdated.add(acc);
}
if(!accToBeUpdated.isEmpty()){
update accToBeUpdated;
}
}
}
29. Undelete Employee record and set Active as true.

Solution:
trigger EmployeeTrigger on Employee__c (After undelete) {
if(Trigger.isUnDelete){
EmployeeTriggerHandler.unDeletionofEmp(Trigger.New);
}
}
}
public static void unDeletionofEmp(List<Employee__c> empList){

List<Employee__c> empListToBeUpdated = new
List<Employee__c>();
for(Employee__c emp : empList){
Employee__c e = new Employee__c();
e.Id = emp.Id;
e.Active__c = true;
empListToBeUpdated.add(e);
}
if(!empListToBeUpdated.isEmpty()){
update empListToBeUpdated;
}
}
}
30. When the Employee record is undeleted then update ‘Left Employee Count’
on Account.
Solution:
trigger EmployeeTrigger on Employee__c (After undelete) {
EmployeeTriggerHandler.updateLeftEmpCountUndeletedOnes(Trigger.New);
}
}
}
public static void updateLeftEmpCountUndeletedOnes(List<Employee__c>

oldEmpList){
Set<Id> accIds=new Set<Id>();
List<Account> accToBeUpdated=new List<Account>();
Map<Id,Account> accIdToAccMap;
List<Employee__c> empList= new List<Employee__c>();
Map<Id,Decimal> accIdToTotalCount= new Map<Id,Decimal>();
for(Employee__c emp:oldEmpList){
accIds.add(emp.Account__c);
empList.add(emp);
}
}
if(!accIds.isEmpty()){
accIdToAccMap= new Map<Id,Account>([SELECT

Id,Left_Employee_Count__c FROM Account WHERE Id IN:accIds]);
}
if(!empList.isEmpty()){
if(accIdToAccMap.containsKey(emp.Account__c)){
if(accIdToTotalCount.containsKey(emp.Account__c)){
Decimal count=accIdToTotalCount.get(emp.Account__c)-1;
accIdToTotalCount.put(emp.Account__c,count);
}else{
accIdToTotalCount.put(emp.Account__c,accIdToAccMap.get(emp.Account__c).L
eft_Employee_Count__c-1);
}
}
}
}
for(Id accId:accIdToTotalCount.keySet()){
Account acc= new Account();

acc.Id=accId;
acc.Left_Employee_Count__c=accIdToTotalCount.get(accId);
accToBeUpdated.add(acc);
}
if(!accToBeUpdated.isEmpty()){
update accToBeUpdated;
}
}
}
31. When the Employee record is inserted, deleted and undeleted then update
‘Present Employee Count’ on related Account. [Parent-Child SOQL]
Solution:
//Same code will work for insert, delete and undelete
trigger EmployeeTrigger on Employee__c(after insert,after delete,after undelete) {
EmployeeTriggerHandler.updatePresentEmpCount(Trigger.New);
}
}
}
}
}
}
}
public static void updatePresentEmpCount(List<Employee__c> empList){

idSet.add(emp.Account__c);
}
}
for(Account acc:[SELECT Id, Name,(SELECT Id FROM Employees__r)

FROM Account WHERE Id IN:idSet]){
acc.Present_Employee_Count__c=acc.Employees__r.size();
accList.add(acc);
}
update accList;
}
}
32. Upon contact creation an email should be sent to email populated on

Contact with specified template.
Solution:
trigger ContactTrigger on Contact (after insert) {
ContactTriggerHandler.sendEmailToContact(Trigger.new);
}
}
}
public class ContactTriggerHandler{
public static void sendEmailToContact(List<Contact> conList){
List<Messaging.Email> emailList=new List<Messaging.Email>();
for(Contact con:conList){
if(con.Email!=null){
Messaging.SingleEmailMessage emailMsg= new
Messaging.SingleEmailMessage();
String[] toAddress= new String[]{con.Email};
emailMsg.setToAddresses(toAddress);
String emailSubject='Welcome '+con.FirstName;
emailMsg.setSubject(emailSubject);
String disName='Sanjay Gupta';
emailMsg.setSenderDisplayName(disName);
String content= 'Hi '+con.FirstName+ ', '+
'Welcome to SalesForce EcoSystem! '+
'Happy learning! '+
'Thank you! ';
emailMsg.setHtmlBody(content);
emailList.add(emailMsg);
}
}
Messaging.sendEmail(emailList);
}
}
33. Create two record types named as “Partner Case” and “Customer Case” on
Case Object. On creation of Case, as per the record type populate the total
number of Partner Case or Customer Case on Account object. Create
Custom Fields on Account to have total numbers.
Solution:
trigger CaseTrigger on Case (after insert) {
CaseTriggerHandler.countCases(Trigger.new);
}
}
}
public class CaseTriggerHandler{
public static void countCases(List<Case> cList){
Id partnerCaseRecordTypeId = [Select Id From RecordType Where
DeveloperName = 'Partner_Case'].Id;//1.way to do with
DeveloperName which is API name
Id customerCaseRecordTypeId=[Select Id From RecordType Where
Name = 'Customer Case'].Id;//2.way to do with Name
for(Case c:cList){
if(c.AccountId!=null){
idSet.add(c.AccountId);
}
}
for(Account acc:[SELECT
Id,Total_Case__c,Customer_Case__c,Partner_Case__c,(SELE
CT Id,RecordTypeId FROM Cases) FROM Account WHERE Id
IN:idSet]){
decimal countPartner=0;
decimal countCustomer=0;
for(Case c:acc.Cases){
if(c.RecordTypeId==partnerCaseRecordTypeId){
countPartner++;
}else if(c.RecordTypeId==customerCaseRecordTypeId){
countCustomer++;
}
}
acc.Customer_Case__c=countCustomer;
acc.Partner_Case__c=countPartner;
acc.Total_Case__c=acc.Customer_Case__c+acc.Partner_Case
__c;
accList.add(acc);
}
update accList;
}
}
}
34. When any Opportunity is created with amount populated or Opportunity

Amount is updated then populate total Amount on Account Level for all
related opportunities in Annual Revenue Field. If opportunity is deleted or
undeleted then update Amount on Account as well. (Hint: rollup summary)
Solution:
//Call this method for insert, update, delete and undelete event
public static void populateAmountOnAccount(List<Opportunity>
Set<Id> accIds = new Set<Id>();
for(Opportunity opp : oppList){
if(oldMap != null){
if(opp.AccountId!=null&&opp.Amount!=null&&opp.Amount!=old
Map.get(opp.Id).Amount){
accIds.add(opp.AccountId);
}
}else{
if(opp.AccountId != null && opp.Amount != null){
accIds.add(opp.AccountId);
}
}
}
List<Account> accList=[SELECT Id,AnnualRevenue,(SELECT Id, Amount

FROM Opportunities) FROM Account WHERE Id IN: accIds];
Decimal total=0;
for(Opportunity opp:acc.Opportunities){
total=total+opp.Amount;
}
acc.AnnualRevenue=total;
}
}
update accList;
}
}
35. Database class and addError( ) method in trigger.
Solution:
AccountTriggerHandler.createOpp(Trigger.new);
}
}
}
public static void createOpp(List<Account> accList){

List<Opportunity> oppList= new List<Opportunity>();
Opportunity opp= new Opportunity();
opp.Name=acc.Name;
opp.AccountId=acc.Id;
opp.StageName='Prospecting';
// opp.CloseDate=System.today();
oppList.add(opp);
}
Database.SaveResult[] srList= DataBase.insert(oppList,false);

for(Integer i=0;i<srList.size();i++){
if(!srList[i].isSuccess()){
String errors='';
for(DataBase.Error err:srList[i].getErrors()){
errors=errors+err.getMessage();
}
accList[i].addError(errors);
}
}
}
}
36. Prevent Recursion in Apex Trigger.

Solution: https://www.youtube.com/watch?v=9R4y3CENJcs
37. When an opportunity is updated to closed won or closed lost then update
description having value 'Opportunity is Closed Won' or 'Opportunity is
Closed Lost' accordingly. (Hint: Recursion)
Solution:
public class preventRecursion {

public static Boolean firstCall=false;
}
trigger OpportunityTrigger on Opportunity(after update){

if(!preventRecursion.firstCall){
preventRecursion.firstCall=true;
OpportunityTriggerHandler.updateStage(Trigger.New,Trig
ger.oldMap);
}
}
}
public class OpportunityTriggerHandler{
public static void updateStageRecursion(List<Opportunity>
oppList,Map<Id,Opportunity>oldMap){
List<Opportunity> oppToBeUpdated= new List<Opportunity>();
for(Opportunity opp: oppList){
if(opp.StageName=='Closed Won'||opp.StageName=='Closed
Lost'){
Opportunity o= new Opportunity(id=opp.Id);
if(opp.StageName=='Closed Won'){
o.Description='Opportunity is Closed Won';
}else if(opp.StageName=='Closed Lost'){
o.Description='Opportunity is Closed Lost';
}
oppToBeUpdated.add(o);
}
}
if(!oppToBeUpdated.isEmpty()){
update oppToBeUpdated;
}
}
}
38. Write a trigger, if the owner of an account is changed then the owner for the
related contacts should also be updated. [Without Map]
Solution:
AccountTriggerHandler.updateOwnerOfRelatedContact(Trigger.
new, Trigger.oldMap);
}
}
}
public static void updateOwnerOfRelatedContact(List<Account>

accList,Map<Id,Account>oldMap){
Set<Id>idSet= new Set<Id>();
if(acc.OwnerId!=oldMap.get(acc.Id).OwnerId){
idSet.add(acc.Id);
}
}
for(Account acc:[SELECT Id,OwnerId, (SELECT OwnerId FROM

Contacts) FROM Account WHERE Id IN:idSet]){
if(acc.Contacts!=null){
for(Contact c:acc.Contacts){
c.OwnerId=acc.OwnerId;
conList.add(c);
}
}
}
update conList;
}
}
}
39. Write a trigger, if the owner of an account is changed then the owner for the
related contacts should also be updated. [Using Map]
Solution:
AccountTriggerHandler.updateOwnerOfRelatedContact(Trigger.
new, Trigger.oldMap);
}
}
}

public static void updateOwnerOfRelatedContact(List<Account>
accList,Map<Id,Account>oldMap){

if(acc.OwnerId!=oldMap.get(acc.Id).OwnerId){
}
}
for(Contact con:[SELECT AccountId,OwnerId FROM Contact

WHERE AccountId IN:accToAccountMap.keySet()]){
con.OwnerId=accToAccountMap.get(con.AccountId).OwnerId;
conList.add(con);
}
update conList;
}
}
}
40. Whenever a new User having profile “System Administrator” is inserted and
is Active, add the user to the public group “Admins”. Create a public group
named Admins.
Solution:
trigger UserTrigger on User (after insert) {
UserTriggerHandler.addUserToGroup(Trigger.new);
}
}
}
public class UserTriggerHandler{
public static void addUserToGroup(List<User> usList){
Id systemAdminId= [SELECT Id FROM Profile WHERE

Name='System Administrator'].Id;
Id groupId=[SELECT Id FROM Group WHERE Name='Admins'].Id;

List<GroupMember> groupList = new List<GroupMember>();
for(User us : usList){
if(us.ProfileId == systemAdminId && us.IsActive){
GroupMember grp= new GroupMember();
grp.GroupId=groupId;
grp.UserOrGroupId=us.Id;
groupList.add(grp);
}
}
if(!groupList.isEmpty()){
insert groupList;
}
}
}
41. Write a trigger on contact to prevent duplicate records based on Contact

Email.
Solution:
public static void preventDuplicateEmail(List<Contact> conList,Map<Id,Contact>
oldMap){
Set<String> emailSet= new Set<String>();
if(oldMap==null && con.Email!=null){
emailSet.add(con.Email);
}else{
if(con.Email!=null && con.Email!=oldMap.get(con.Id).Email){
emailSet.add(con.Email);
}
}
}
List<Contact> existingContactList= new List<Contact>([SELECT Id,Email

FROM Contact WHERE Email IN:emailSet]);
Set<String> emailListForExisting= new Set<String>();
if(!existingContactList.isempty()){
for(Contact con:existingContactList){
emailListForExisting.add(con.Email);
}
}
if(emailListForExisting.contains(con.Email)){
con.addError('Duplicate email');
}
}
}
42. Set OWD as Private for Account. Once an Account record is created, it
should be automatically shared with any one user who belongs to Standard
User profile.
Solution:
AccountTriggerHandler.shareAccWithStdUser(Trigger.new);
}
}
}
public static void shareAccWithStdUser(List<Account> accList){
Id standartUserId = [SELECT Id FROM Profile WHERE

Name='Standard User'].Id;
List<User> listOfUserId = [SELECT Id FROM User WHERE

ProfileId= :standartUserId AND IsActive=True LIMIT 1];
List<AccountShare> accShareList=new List<AccountShare>();
AccountShare aShare= new AccountShare();
aShare.UserOrGroupId=listOfUserId[0].Id;
aShare.AccountId=acc.Id;
aShare.RowCause='Manual';
aShare.AccountAccessLevel='Edit';
aShare.OpportunityAccessLevel='Edit';
accShareList.add(aShare);
}
if(!accShareList.isEmpty()){
insert accShareList;
}
}
}
43. Demo Trigger.isExecuting Context Variable.

Solution:
public class AccountHandler{
public Boolean handleAccount(List<Account> accList){
System.debug('Trigger is executing : ' + Trigger.isExecuting);
if(Trigger.isExecuting){
//do whatever you want to do as part of the trigger invocation
}
else{
//do whatever you want to do if the call originated from a
different context, such as from the controller.
}
return Trigger.isExecuting;
}
}
Note:
● If you find any bug in any of the code snippets then please share in
the comments.
● A problem can be solved through more than one way. If you know any
other way then please share it as well in comments

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Apex Trigger

Learn Salesforce Live & Free!

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Trigger Use Cases with Solutions

trigger AccountTrigger on Account (before insert) {

public class AccountTriggerHandler {

public static void updateRating(List<Account> accList){

trigger OpportunityTrigger on Opportunity (before insert) {

public class OpportunityTriggerHandler {

public static void updateDesc(List<Opportunity> oppList){

3. When an account inserts and CopyBillingToShipping (Custom Field) checkbox is

trigger AccountTrigger on Account (before insert) {

public class AccountTriggerHandler {

public static void updateAddres(List<Account> accList){

public static void populateDateAndPay(List<Position__c> posList){

5. Create a related Contact when an Account is created.

public class AccountTriggerHandler {

public static void createContact(List<Account> accList){

6. Create a related Opportunity when an Account is created.

public class AccountTriggerHandler {

public static void createRelatedOpp(List<Account> accList){

public class CaseTriggerHandler {

public static void populateLatestCaseNum(List<Case> caseList){

8. Account records should have a field named ‘Recent Opportunity Amount’. It

public class OpportunityTriggerHandler {

public static void populateAmount(List<Opportunity> oppList){

9. On Account create two checkbox fields labeled as Contact and Opportunity.

public class AccountTriggerHandler {

public static void createContactOrOpp(List<Account> accList){

Opportunity opp = new Opportunity();

10. If the Account phone is updated then populate below message in

public class AccountTriggerHandler {

public static void updateDescription(List<Account>

11. When an account is inserted or updated and the CopyBillingToShipping

public static void updateIndustryRating(List<Account>

for(Contact cont:[SELECT Id, HomePhone, AccountId FROM Contact

public static void updateRelatedContsWithoutMap(List<Account>

for(Account acc : [SELECT Id, Phone, (SELECT HomePhone FROM

for(Contact con:[SELECT Id,AccountId FROM Contact WHERE

public static void updateRelatedContactMailWithoutMap(List<Account>

for(Account acc:[SELECT Id, BillingCountry, BillingCity, BillingState,

18. When a Opportunity Stage (field) is changed, create a Task record on

public static void updateOpportunityStage(List<Account>

20. Account records cannot be deleted if active is Yes.

public class AccountTriggerHandle{

public class AccountTriggerHandle{

22. Apply validation using addError( ) method in trigger. While Creation of

public static void validateAmount(List<Opportunity> oppList){

trigger OpportunityTrigger on Opportunity (before update) {

trigger AccountTrigger on Account (before delete) {

public class AccountTriggerHandler{

public static void checkProfileForDeletion(List<Account> accList){

Profile p = [SELECT Id FROM Profile WHERE Name = 'System

25. If an opportunity is closed then, no one should be able to delete it except

public static void checkProfileForDeletion(List<Opportunity> oppList){

Profile p = [SELECT Id FROM Profile WHERE Name = 'System

26. Prevent deletion of an account if there is any opportunity related to that

public class AccountTriggerHandler{

public static void preventDelIfHasRelatedOpp(List<Account> accList){

public class AccountTriggerHandler{