Group Assignment Manager Triggers
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A Trigger is a section of code executed before or after inserting or modifying a Salesforce record based on a condition provided. There are different types of triggers based on the actions to be performed. Listed below are the triggers available in TargetX Group Assignment Manager:
AssignmentGroupMemberReset
| Trigger/Class |
AssignmentGroupMemberReset |
| Object |
Assignment_Group_Member__c (Assignment Group Member v2) |
| Type |
after insert, after update |
| Description |
Manages assignment group tracking data. |
| Affects |
Records_Owned__c |
| How affected |
Sets to 0 |
| Criteria |
A change to the assignment group parameters |
| Custom Setting |
N/A |
| Custom Setting Description |
N/A |
| Package Version |
1.54 - Current |
GroupAssignmentAccount
| Trigger/Class |
GroupAssignmentAccount |
| Object |
Parent object - Account |
| Type |
after insert, after update |
| Description |
Assigns Account record owner to appropriate user. |
| Affects |
Account Record Owner field based on custom settings |
| How affected |
On update or insert, if the designated group assignment field is set, the trigger will determine the owner based on a round robin strategy |
| Criteria |
Value of the group assignment field must match a name in the Assignment_Group__c table |
| Custom Setting |
group_assignment_setting__c |
| Custom Setting Description |
Designates group assignment, and owner fileds to use while evaluating ownership for objects. |
| Package Version |
1.54 - current |
GroupAssignmentContact
| Trigger/Class |
GroupAssignmentContact/RoundRobin |
| Object |
Contact |
| Type |
after insert, after update |
| Description |
Assigns Contact record owner to appropriate user. |
| Affects |
Record Owner |
| How affected |
Updates with User Id |
| Criteria |
Value of the group assignment field must match a name in the Assignment_Group__c table |
| Custom Setting |
group_assignment_setting__c |
| Custom Setting Description |
Designates group assignment, and owner fileds to use while evaluating ownership for objects. |
| Package Version |
1.54 - Current |
GroupAssignmentLead
| Trigger/Class |
GroupAssignmentLead |
| Object |
Lead |
| Type |
after insert, after update |
| Description |
Assigns Lead record owner to appropriate user. |
| Affects |
Lead owner field as set by group_assignment_setting__c |
| How affected |
On update or insert, if the designated group assignment field is set, the trigger will determine the owner based on a round robin strategy |
| Criteria |
Value of the group assignment field must match a name in the Assignment_Group__c table |
| Custom Setting |
group_assignment_setting__c |
| Custom Setting Description |
Designates group assignment, and owner fileds to use while evaluating ownership for objects. |
| Package Version |
1.54 - Current |
GroupAssignmentOpportunity
| Trigger/Class |
GroupAssignmentOpportunity |
| Object |
Opportunity |
| Type |
after insert, after update |
| Description |
Assigns Opportunity record owner to appropriate user. |
| Affects |
Owner field as designated by group_assignment_setting__c |
| How affected |
On update or insert, if the designated group assignment field is set, the trigger will determine the owner based on a round robin strategy |
| Criteria |
Value of the group assignment field must match a name in the Assignment_Group__c table |
| Custom Setting |
group_assignment_setting__c |
| Custom Setting Description |
Designates group assignment, and owner fileds to use while evaluating ownership for objects. |
| Package Version |
1.54 - Current |
