Trigger
Scenario 1:
Create “Top X Designation” custom object which is related list
to Opportunity (Look up Relationship). In the Top X Designation object,
create the fields
· Type (Picklist),
· Document Attached (Checkbox)
Create one field Handoff Attached with picklist type with values
are Yes, No on Opportunity Object.
Logic :- If Type (Top X Designation) = “Contract Flow
Down/Handoff”, and “Document Attached” = True then “Handoff Attached” = True,
otherwise false.
Code:-
triggerUpdateHandoffAttached on Top_X_Designation__c(after
insert, after update,
after delete) {
List<Opportunity>listoppUpdate=new
List<Opportunity>();
List<Opportunity>listopp=new
List<Opportunity>();
Set<Id>setOppId=new
Set<Id>();
Set<Id>setOppDelete=new
Set<Id>();
map<id,id>mapDocAttchTrue = new map<id,id>();
map<id,id>mapDocAttchFalse = new map<id,id>();
map<id,id>mapDelete = new map<id,id>();
if(Trigger.isInsert || Trigger.isUpdate){
for(Top_X_Designation__cada:Trigger.New){
if(ada.Document_Attached__c==True
&&ada.Item_Type__c=='Contract Flow
Down/Handoff'){
mapDocAttchTrue.put(ada.Opportunity,ada.id);
setOppId.add(ada.Opportunity);
}
else
mapDocAttchFalse.put(ada.Opportunity,ada.id);
setOppId.add(ada.Opportunity);
}
}
if(Trigger.isDelete){
for(Top_X_Designation__cada:Trigger.old){
mapDelete.put(ada.Opportunity,ada.id);
setOppId.add(ada.Opportunity);
setOppDelete.add(ada.Opportunity);
}
}
listopp = “select id,Handoff_Attached__c from Opportunity where
id in: setOppId”;
if(listopp.size()>0 &&listopp !=null){
for(Opportunity opp:listopp){
if(mapDocAttchTrue.containskey(opp.id)){
opp.Handoff_Attached__c='Yes';
}
if(mapDocAttchFalse.containskey(opp.id)){
opp.Handoff_Attached__c='No';
}
if(setOppDelete.contains(opp.id)){
opp.Handoff_Attached__c='';
}
listoppUpdate.add(opp);
}
}
if(listoppUpdate.size()>0 &&listoppUpdate!=null){
updatelistoppUpdate;
system.debug('LLLLLLLLLLLLLLL'+listoppUpdate);
}
}
Trigger
Scenario 2:-
The following Trigger will fires when we try to create the
account with same name i.e Preventing the users to create Duplicate Accounts
triggerAccountDuplicateTrigger on Account (before insert, before
update)
{
for(Account a:Trigger.new)
{
List<Account>acc=“Select id from Account
where Name=:a.Name and Rating=:a.Rating
“;
if(acc.size()>0)
{
acc.Name.addError('You Cannot Create the Duplicate Account');
}
}
}
Trigger
Scenario 3:-
The following trigger updates the field called “Hello” by the
value “World”whenever we are creating an account or updating an account record.
Create the field called “Hello” on the Account Object (Data Type = Text)
triggerHelloWorld on Account (before insert, before update)
{
List<Account>accs =
Trigger.new;
MyHelloWorld my= new MyHelloWorld(); //creating instance of apex
class
my.addHelloWorld(accs); // calling method from the apex class
}
Class:
public class MyHelloWorld
{
public void addHelloWorld(List<Account>accs)
{
for (Account a:accs)
{
if (a.Hello__c != 'World')
{
a.Hello__c = 'World';
}
}
}
}
Trigger
Scenario 4:-
The following trigger describes about when the leads are
inserted into the data base it would add Doctor prefixed for all lead names.
This is applicable for both inserting and updating the lead records.
triggerPrefixDoctor on Lead (before insert,before update)
{
List<Lead>leadList
= trigger.new;
for(Lead l: leadList)
{
l.firstname = 'Dr.'+ l.firstname;
}
}
Trigger
Scenario 5:-
The following trigger adds the Opportunity Owner into the sales
team automatically whenever the Opportunity is created.
triggerOppTeam on Opportunity (after insert) {
List<OpportunityShare>sharesToCreate =
new List<OpportunityShare>();
List<OpportunityTeamMember>oppteam = new
List<OpportunityTeamMember
> ();
OpportunityShareoshare = new OpportunityShare();
oshare.OpportunityAccessLevel = 'Edit';
oshare.OpportunityId = trigger.new”0”.Id;
oshare.UserOrGroupId = trigger.new”0”.createdbyid;
sharesToCreate.add(oshare);
OpportunityTeamMemberot = new OpportunityTeamMember();
ot.OpportunityId = trigger.new”0”.Id;
ot.UserId = trigger.new”0”.OwnerId;
ot.TeamMemberRole = 'Account Manager';
oppteam.add(ot);
if(Oppteam!=null &&Oppteam.size()>0)
{
insertOppteam;
}
if(sharesToCreate!=null &&sharesToCreate.size()>0)
{
list<Database.SaveResult>sr =
Database.insert(sharesToCreate,false);
}
}
Trigger
Scenario 6:-
Create the object called “Books” and create field “Price”(data
type is Currrency) under this object.
Whenever we enter some amount of money in the Price field and once we click on save
button, the value we entered in the Price field is 10% less than the actual price. This is
applicable for while both inserting and updating records.
Whenever we enter some amount of money in the Price field and once we click on save
button, the value we entered in the Price field is 10% less than the actual price. This is
applicable for while both inserting and updating records.
triggerDiscountTrigger on Book__c (before insert, before update)
{
List<Book__c> books
= Trigger.new;
PriceDiscount.applyDiscount(books);
}
[1]
Class
public class PriceDiscount {
public static void applyDiscount(List<Book__c> books) {
for (Book__c b :books){
b.Price__c *= 0.9;
}
}
}
Trigger
Scenario 7:-
The following trigger will prevent the users from deleting the
Accounts. This is because System Administrator has all the permissions, we
cannot change the permissions.
triggerAccountDelete on Account (before delete) {
for(Account Acc:trigger.old)
{
acc.adderror('You Cannot Delete the Account Record');
}
}
Trigger
Scenario 8:-
Create Custom field called “Number of Locations” on the Account
Object (Data Type=Number)
The following trigger creates the number of contacts which are
equal to the number which we will enter in the Number of Locations field
on the Account Object
Code:
triggerContactsCreation on Account (after insert) {
list<contact>listContact = new list<contact>();
map<id,decimal>mapAcc=new map<id,decimal>();
for(Account acc:trigger.new){
mapAcc.put(acc.id,acc.Number_of_Locations__c);
}
if(mapAcc.size()>0 &&mapAcc!=null){
for(Id accId:mapAcc.keyset()){
for(integer i=0;i<mapAcc.get(accId);i++){
contactnewContact=new contact();
newContact.accountid=accId;
newContact.lastname='contact'+i;
listContact.add(newContact);
}
}
}
if(listContact.size()>0 &&listContact!=null)
insertlistContact;
}
Trigger
Scenario 9:-
Create the object called “Customer Project” and create Status
field under this object with picklist data type (Values=Active, Inactive).
Create the relationship between this custom object and Opportunity so that
Customer Project is related list to the Opportunity.
Create Active Customer project‑ field on Opportunity object (Data Type=Checkbox)
The logic is when we create Customer Project for an Opportunity with the Status=Active, then Active Customer project check box on the Opportunity detail page is automatically
checked.
Create Active Customer project‑ field on Opportunity object (Data Type=Checkbox)
The logic is when we create Customer Project for an Opportunity with the Status=Active, then Active Customer project check box on the Opportunity detail page is automatically
checked.
Code:-
triggerUpdateCPActivenOnOppty on Customer_Project__c (after
insert)
{
List<Opportunity>opps=new
List<Opportunity>();
for(Customer_Project__ccp:Trigger.New){
if(cp.Status__c=='Active'){
Opportunity opp= new
Opportunity(id=cp.Opportunity__c);
opp.Active_Customer_Project__c = True;
opps.add(opp);
}
}
updateopps;
}
Trigger
Scenario 10:-
Description:
We have Stakeholder object that is related list to Opportunity
and Contact. On Contact detail page, we have NPS ID field on the Contact
detail page that is look up to the Voice of NPS object (Customer Object).
The following code will get the NPS ID field value from the Contact detail
page in the Stackholder’s page which we can able to clickable.
Create NPS Id 1 field on the stackholder object which is the look up to the Voice of NPS object (Customer Object)
Note:-
‑we can also get the NPS Id 1 on the Stakeholder’s page using the formula field but will not able to clickable.
Create NPS Id 1 field on the stackholder object which is the look up to the Voice of NPS object (Customer Object)
Note:-
‑we can also get the NPS Id 1 on the Stakeholder’s page using the formula field but will not able to clickable.
Code Single Record:-
triggerUpdateNPSid on Stakeholder__c (before insert, before
update){
List<id>ConList=new
List<id>();
for(Stakeholder__csh:Trigger.New){
ConList.add(sh.Contact_Name__c);
}
List<Contact>lc=“Select NPS_Id__c From
Contact Where id IN :ConList”;
for(Stakeholder__csh:Trigger.New){
sh.NPS_Id1__c=lc”0”.NPS_Id__c;
}
}
Code Bulk Records:-
triggerUpdateNPSid on Stakeholder__c (before insert, before
update){
List<id>ConList=new
List<id>();
map<id,id>map_NPS_Cont = new map<id,id>();
for(Stakeholder__csh:Trigger.New)
{
if(sh.Contact_Name__c!=null)
ConList.add(sh.Contact_Name__c);
}
List<Contact>lc=“Select Id,NPS_Id__c
From Contact Where id IN : ConList”;
if(lc!=null &&lc.size()>0)
{
for(Contact c:lc){
If(c.NPS_Id__c!=null){
map_NPS_Cont.put(c.Id,c.NPS_Id__c);
}
}
for(Stakeholder__csh:Trigger.New){
if(sh.Contact_Name__c!=null)
sh.NPS_Id1__c =
map_NPS_Cont.get(sh.Contact_Name__c);
else
sh.NPS_Id1__c = null;
}
}
}
Trigger
Scenario 11:-
Create “Sales Rep” field with data type (Text) on the Account
Object. When we create the Account record, the Account Owner will be
automatically added to Sales Rep field. When we update the Account owner
of the record, then also the Sales Rep will be automatically updated.
triggerUpdateSalesRep on Account (Before insert,Before Update){
Set<Id>setAccOwner=new Set<Id>();
for(Account Acc: trigger.new)
{
setAccOwner.add(Acc.OwnerId);
}
Map<Id,User>User_map = new
Map<Id,User>(“select Name from User where id
in:setAccOwner”);
for(Account Acc: Trigger.new)
{
User
usr=User_map.get(Acc.OwnerId);
Acc.sales_Rep1__c=usr.Name;
}
}
Trigger
Scenario 12:-
Create the field called “Contact Relationship” checkbox on the
Contact Object and Create the object called “Contact Relationship” which
is related list to the Contacts.(Look Up Relationship).
Now logic is when we create contact by checking Contact Relationship checkbox, then Contact Relationship will be created automatically for that contact.
Now logic is when we create contact by checking Contact Relationship checkbox, then Contact Relationship will be created automatically for that contact.
Code:
triggerCreateCRonContactCreation on Contact (after insert) {
if(trigger.isAfter)
{
if(trigger.isInsert)
{
ContactMasterHandlerConIns = New ContactMasterHandler();
ConIns.createContactRelationshipByContact(trigger.New);
}
}
}
Class:
Public Class ContactMasterHandler {
public void
createContactRelationshipByContact(list<Contact>List_Contacts)
{
list<Contact_Relationship__c>ConList= new list<Contact_Relationship__c>();
for(Contact newconts:List_Contacts)
{
if(newconts.Contact_Relationship__c== true)
{
Contact_Relationship__c CR = new Contact_Relationship__c();
CR.Name=newconts.Lastname;
CR.Contact__c= newconts.id;
ConList.add(CR);
}
}
insertConList;
}
Trigger
Scenario 13:-
When we change the Owner of the Contact Relationship, then the
Owner name will be automatically populated in the Contact Relationship
Name field.
Trigger:
triggerContactRelationshipMasterTrigger on Contact_Relationship__c(before
update)
{
if(trigger.isBefore)
{
if(trigger.isUpdate)
{
//call the handler for
the before update trigger event
updateCROwnerNameConRelUpd = New updateCROwnerName();
ConRelUpd.updateContactRelationshipNameByOwner(trigger.New);
}
}
}
Class:
Public Class updateCROwnerName{
public void
updateContactRelationshipNameByOwner(list<Contact_Relationship__c> co
nt_Rel)
{
map<Id,Id>map_Id_Own = new map<id,id>();
map<Id,string>map_id_Name = new map<id,string>();
set<id>Idset = new set<id>();
for(Contact_Relationship__cList_recs:cont_Rel)
{
Idset.add(List_recs.Ownerid);
}
list<user> u=“select id,Name from user where id in:Idset”;
for(user list_users:u)
{
map_id_Name.put(list_users.Id,list_users.Name);
}
if(u!=null &&u.size()>0)
{
for(Contact_Relationship__cList_recs:cont_Rel)
{
if (List_recs.Ownerid!=null)
{
List_recs.Name = map_id_Name.get(List_recs.Ownerid);
}
}
}
}
}
Trigger
Scenario 14:-
Create the field called “Contact Relationship” checkbox on the
Contact Object and Create the object called “Contact Relationship” which
is related list to the Contacts.(Look Up Relationship).
Trigger Scenario 12 logic will says that when we create contact by checking Contact Relationship checkbox, then Contact Relationship will be created automatically for that contact.
No this logic will for when we delete the Contact, Then Contact Relationship will be deleted automatically
Trigger Scenario 12 logic will says that when we create contact by checking Contact Relationship checkbox, then Contact Relationship will be created automatically for that contact.
No this logic will for when we delete the Contact, Then Contact Relationship will be deleted automatically
triggerDeleteCRonContactDeletion on Contact (before
delete) {
if(trigger.isBefore)
{
if(trigger.isDelete)
for(Contact c:Trigger.old)
{
Contact_relationship__c CR=new Contact_relationship__c();
CR=“Select Id from
Contact_Relationship__c where Contact__cIN:GlobalUtility.getUni
queIds(Trigger.Old)”;
delete CR;
}
}
}
}
Global Utility Classs:
public static set<Id>getUniqueIds(list<SObject>
sobs)
{
set<Id> Ids = new set<Id>();
for (SObject sob : sobs) {
Ids.add(sob.Id);
}
return Ids;
}
Trigger
Scenario 15:-
Create the field called “Contact Relationship” checkbox on the
Contact Object and Create the object called “Contact Relationship” which
is related list to the Contacts.(Look Up Relationship).
Trigger Scenario 14 will says that when we delete the Contact, Then Contact Relationship will be deleted automatically
Now the Logic is when we undelete the Contact, then Contact Relationship will be undeleted automatically
Trigger Scenario 14 will says that when we delete the Contact, Then Contact Relationship will be deleted automatically
Now the Logic is when we undelete the Contact, then Contact Relationship will be undeleted automatically
Triggser:
triggerUnDeleteCRonContactUnDeletion on Contact (After Undelete)
{
if(trigger.isUndelete)
{
//call the handler for the after undelete trigger event
ContactMasterHandler_UndeleteConIns = New ContactMasterHandler_Undelete(
);
ConIns.undeleteContactRelationshipsByContact(Trigger.New);
}
}
Class
Public Class ContactMasterHandler_Undelete{
public void
undeleteContactRelationshipsByContact(list<Contact>List_Contacts)
{
set<Id>ContactIds = New set<Id>();
if(List_Contacts!=null &&List_Contacts.size()>0)
{
list<Contact_Relationship__c>List_ConRels= new
list<Contact_Relationship__c>(
);
List_ConRels= “select id from Contact_Relationship__c where
isDeleted=TRUE and Co
ntact__c in: GlobalUtility.getUniqueIds(List_Contacts)”;
undeleteList_ConRels;
}
}
}
Trigger
Scenario 16:-
Create field called “Count of Contacts” on Account Object. When
we add the Contacts for that Account then count will populate in the field
on Account details page. When we delete the Contacts for that Account,
then Count will update automatically.
Inclined towards the profession of the Salesforce?
Note:
The above logic will be applicable when we have look up
relationship. But When we have the Master – Detail relationship, then we
can create Rollup Summary field to get the count of child records using
“Count” function.
triggerCountOfContacts on Contact (after insert,after delete) {
set<id>accid=new set<id>();
list<contact>contactlist =new list<contact>();
list<contact>listcon=new list<contact>();
list<account>acclist=new list<account>();
list<account>listAcc=new list<account>();
map<id,integer>mapCount=new map<id,integer>();
if(trigger.isinsert){
for(contact con:trigger.new){
accid.add(con.accountid);
}
}
if(trigger.isdelete){
for(contact con:trigger.old){
accid.add(con.accountid);
}
}
acclist=“select id,name from account where id in:accid”;
contactlist = “select id,name,accountid from contact where
accountidin:accid”;
for(account acc:acclist){
listcon.clear();
for(contact c:contactlist){
if(c.accountid==acc.id){
listcon.add(c);
mapCount.put(c.accountid,listcon.size());
}
}
}
if(acclist.size()>0){
for(Account a:acclist){
if(mapCount.get(a.id)==null)
a.Count_Of_Contacts__c=0;
else
a.Count_Of_Contacts__c=mapCount.get(a.id);
listAcc.add(a);
}
}
if(listAcc.size()>0)
updatelistAcc;
}
Trigger
Scenario 17:-
Create the object called “Customer” and create the Master-Detail
Relationship on Customer object so that Customer will be the related list
to Account record. Create the field called “Account Manager” on Customer
object which is lookup to the user object.
Now Logic is when we create Customer record for account record,
then the user in Account Manager field will be automatically added to
Account Team of that associated account.
Code:
triggerInsertAccountTeam on Customer__c (after insert) {
List<AccountTeamMember>atm_list=new
List<AccountTeamMember>();
AccountTeamMemberatm = new AccountTeamMember();
List<AccountShare>newShare = new
List<AccountShare>();
if(trigger.isInsert)
{
For(Customer__c c:Trigger.new)
{
if(c.Account_Manager__c!=null){
atm = new AccountTeamMember();
atm.accountid=c.Account__c;
atm.teamMemberRole='Account Manager';
atm.UserId=c.Account_Manager__c;
AccountShare shares = new AccountShare();
shares.AccountId=c.Account__c;
shares.UserOrGroupId = c.Account_Manager__c;
shares.AccountAccessLevel='Read/Write';
shares.OpportunityAccessLevel = 'Read Only';
shares.CaseAccessLevel='Read Only';
newShare.add(shares);
atm_list.add(atm);
}
}
if(atm_list!=null)
insertatm_list;
if(newShare!=null &&newShare.size()>0)
List<Database.saveresult>sr=Database.insert(newShare,false);
}
}
Trigger
Scenario 18:-
The above trigger(Trigger Scenario 17) Logic is when we create
Customer record for account record, then the user in Account Manager field
will be automatically added to Account Team of that associated account.
Now the following trigger logic is when we update the user in the “Account Manager”, the Account team will be updated automatically.
Code:
Now the following trigger logic is when we update the user in the “Account Manager”, the Account team will be updated automatically.
Code:
triggerUpdateAccountTeam on Customer__c (before update) {
List<AccountTeamMember>atm_list=new
List<AccountTeamMember>();
AccountTeamMemberatm = new AccountTeamMember();
List<AccountShare>newShare = new
List<AccountShare>();
if(trigger.isupdate)
{
if(trigger.isbefore)
{
Set<Id>
setAccIds1=new Set<Id>();
Set<Id>setDelATM=new Set<Id>();
Map<id,Set<Id>>mapAccMgrs=new
Map<id,Set<Id>>();
for(Customer__c c:Trigger.new)
{
if(trigger.oldmap.get(c.Id).Account_Manager__c!=c.Account_Manager__c
&&c.Account_Manager__c!=null )
{
setAccIds1.add(c.Account__c);
}
}
List<Customer__c>listPLAccMgrs=“select
id,Account_Manager__c,Account__c
fromCustomer__c where Account__c in:setAccIds1 and id not
in:trigger.newmap.keyset()”;
if(listPLAccMgrs!=null &&listPLAccMgrs.size()>0)
{
for(Customer__c c:listPLAccMgrs)
{
Set<Id>idMgrs=mapAccMgrs.get(c.Account__c);
if(null==idMgrs){
idMgrs=new set<Id>();
mapAccMgrs.put(c.Account__c,idMgrs);
}
idMgrs.add(c.Account_Manager__c);
}
}
Map<id,List<AccountTeamMember>>mapStdAccTeam=new
Map<id,List<AccountTeamMember>>();
List<AccountTeamMember>listStdAcc
Team=“select id,UserId,AccountId from
AccountTeamMember where AccountId in:setAccIds1 “;
if(listStdAccTeam!=null &&listStdAccTeam.size()>0){
for(AccountTeamMemberrecAccTeam :listStdAccTeam)
{
List<AccountTeamMember>
listStdAccTeamMap=mapStdAccTeam.get(recAccTeam.AccountId);
if(null==listStdAccTeamMap){
listStdAccTeamMap=new List<AccountTeamMember>();
mapStdAccTeam.put(recAccTeam.AccountId,listStdAccTeamMap);
}
listStdAccTeamMap.add(recAccTeam);
}
}
system.debug('***********'+mapAccMgrs);
for(Customer__c c:Trigger.new)
{
if(trigger.oldmap.get(c.Id).Account_Manager__c!=c.Account_Manager__c
&&c.Account_Manager__c!=null )
{
List<AccountTeamMember>
listAccTeam=mapStdAccTeam.get(c.Account__c);
Set<Id>idMgrs=mapAccMgrs.get(c.Account__c);
if(listAccTeam!=null &&listAccTeam.size()>0 )
{
if(idMgrs!=null &&idMgrs.size()>0 &&
!(idMgrs.Contains(trigger.oldmap.get(c.Id).Account_Manager__c)))
{
for(AccountTeamMemberrecATM:listAccTeam)
{
if(recATM.UserId==trigger.oldmap.get(c.Id).Account_Manager__c)
setDelATM.add(recATM.Id);
}
}
else if(idMgrs==null)
{
for(AccountTeamMemberrecATM:listAccTeam)
setDelATM.add(recATM.Id);
}
}
atm = new
AccountTeamMember(accountid=c.Account__c,teamMemberRole='Account
Manager',UserId=c.Account_Manager__c);
AccountShare shares = new AccountShare();
shares.AccountId=c.Account__c;
shares.UserOrGroupId = c.Account_Manager__c;
shares.AccountAccessLevel='Edit';
shares.OpportunityAccessLevel = 'None';
newShare.add(shares);
atm_list.add(atm);
}
}
List<AccountTeamMember>listDelATM=“select id from
AccountTeamMember
whereidin:setDelATM”;
if(listDelATM!=null &&listDelATM.size()>0 )
deletelistDelATM;
if(atm_list!=null)
insertatm_list;
if(newShare!=null &&newShare.size()>0)
List<Database.saveresult>sr=Database.insert(newShare,false);
}
}
Trigger
Scenario 19:-
The trigger scenario 17 Logic is when we create Customer record
for account record, then the user in Account Manager field will be
automatically added to Account Team of that associated account.
Now the following trigger gives the logic about when we delete the “Customer” of that account, then the user will deleted automatically from the Account Team of that account.
Now the following trigger gives the logic about when we delete the “Customer” of that account, then the user will deleted automatically from the Account Team of that account.
triggerDeleteAccountTeam on Customer__c (before delete) {
List<AccountTeamMember>atm_list=new
List<AccountTeamMember>();
AccountTeamMemberatm = new AccountTeamMember();
List<AccountShare>newShare = new
List<AccountShare>();
if(trigger.isdelete)
{
set<id>setAccids = new set<id>();
Set<Id>setDelATM=new Set<Id>();
Map<id,Set<Id>>mapAccMgrs=new
Map<id,Set<Id>>();
for(Customer__c c:Trigger.old)
{
setAccids.add(c.Account__c);
}
List<Customer__c>listPLAccMgrs=“select
id,Account_Manager__c,Account__c from
Customer__c where Account__cin:setAccids and id not
in:trigger.oldmap.keyset()”;
if(listPLAccMgrs!=null &&listPLAccMgrs.size()>0)
{
for(Customer__c c:listPLAccMgrs)
{
Set<Id>idMgrs=mapAccMgrs.get(c.Account__c);
if(null==idMgrs){
idMgrs=new set<Id>();
mapAccMgrs.put(c.Account__c,idMgrs);
}
idMgrs.add(c.Account_Manager__c);
}
}
Map<id,List<AccountTeamMember>>mapStdAccTeam=new
Map<id,List<AccountTeamMember>>();
List<AccountTeamMember>listStdAccTeam=“select
id,UserId,AccountId from
AccountTeamMember where AccountIdin:setAccids”;
if(listStdAccTeam!=null &&listStdAccTeam.size()>0){
for(AccountTeamMemberrecAccTeam :listStdAccTeam)
{
List<AccountTeamMember>
listStdAccTeamMap=mapStdAccTeam.get(recAccTeam.AccountId);
if(null==listStdAccTeamMap){
listStdAccTeamMap=new List<AccountTeamMember>();
mapStdAccTeam.put(recAccTeam.AccountId,listStdAccTeamMap);
}
listStdAccTeamMap.add(recAccTeam);
}
}
for(Customer__c c:Trigger.old)
{
List<AccountTeamMember>
listAccTeam=mapStdAccTeam.get(c.Account__c);
Set<Id>idMgrs=mapAccMgrs.get(c.Account__c);
if(listAccTeam!=null &&listAccTeam.size()>0 )
{
if(idMgrs!=null &&idMgrs.size()>0 &&
!(idMgrs.Contains(trigger.oldmap.get(c.Id).Account_Manager__c)))
{
for(AccountTeamMemberrecATM:listAccTeam)
{
if(recATM.UserId==trigger.oldmap.get(c.Id).Account_Manager__c)
setDelATM.add(recATM.Id);
}
}
else if(idMgrs==null)
{
for(AccountTeamMemberrecATM:listAccTeam)
setDelATM.add(recATM.Id);
}
}
}
List<AccountTeamMember>listDelATM=“select
id from AccountTeamMember
whereidin:setDelATM”;
if(listDelATM!=null &&listDelATM.size()>0 )
deletelistDelATM;
}
}
Trigger
Scenario 20:-
When we create the Opportunity with the Probability=20, then the
opportunity owner will be automatically added to Account Team of the
associated account for that Opportunity.
Code:
triggerUpdateATMwithOwneronOptyCreate on Opportunity (after
insert,after update) {
List<AccountShare>list_share= new
List<AccountShare>();
List<AccountTeamMember>list_atm=new
List<AccountTeamMember>();
for(Opportunity opp:Trigger.New)
{
if(opp.Probability==20)
{
AccountTeamMemberatm=new AccountTeamMember();
atm.accountid=opp.accountid;
atm.teamMemberRole='Account Manager';
atm.UserId=opp.Ownerid;
AccountShare share = new AccountShare();
share.AccountId=opp.Accountid;
share.UserOrGroupId = opp.OwnerId;
share.AccountAccessLevel='Read/Write';
share.OpportunityAccessLevel = 'Read Only';
share.CaseAccessLevel='Read Only';
list_atm.add(atm);
list_share.add(share);
}
}
if(list_atm!=null)
insertlist_atm;
if(list_share!=null &&list_share.size()>0)
List<Database.saveresult>sr=Database.insert(list_share,false);
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