SFDX App

This is the sample respository for the course: Play by Play: Adopting Trigger Design Patterns in Existing Salesforce Orgs

Dev, Build and Test

Each commit represents a step in the course. Checkout individual commits to follow along

Resources

Description of Files and Directories

Issues

Refer to the course for specific descriptions of the various methods and processes. The following notes also apply:

• leadTriggerSetFollowup makes sure any lead inserted or updated to "Working - Contacted" has a Lead Followup task created.

• taskTriggerSetStatus looks for task insertion where the task references a lead. When it does, if the lead is "Open - Not Contacted", the lead status is set to "Working - Contacted". If the lead status is "Working - Contacted" it is set to "Working Harder"

• taskTriggerTrackCount - updates the task count on leads when tasks are inserted, deleted, updated

• Process follow-up on lead accounts checks for leads created with emails other than gmail, hotmail and yahoo. It creates for them a Lead Followup task.

• Process first owner worked checks for leads with a user owner and a status that starts with working - updates the first owner worked field to the user

• Steps:

  1. Change process follow-up on lead accounts to set additional field so taskTriggerSetStatus can be bypassed.
  2. Bypass first owner worked process if status is changed due to task being created on a lead
  3. Combine field updates on taskTriggerTrackCount and taskTriggersetStatus