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HEDA Toolkit Triggers

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 the TargetX HEDA Toolkit package.

 
AffiliationTrigger 
Trigger/Class AffiliationTrigger
Object hed__affiliation__c
Type     after insert, after update
Description Mirrors HEDA affiliation objects to TargetX Enrollment History objects
Affects TargetX_SRMb__Enrollment_History__c
How affected
  • Creates new Enrollment History record on insert
  • Updates existing mirrored Enrollment History record on edit
Criteria  
Custom Setting ‘Enable HEDA to TargetX Mirroring’ and ‘Affiliation to Enrollment History Mirror.’
Custom Setting Description ‘Enable HEDA to TargetX Mirroring’ is a global setting for all the mirroring, ‘Affiliation to Enrollment History Mirror’ is specific to this trigger
Package Version 1.0 - current
EnrollmentHistoryTrigger
Trigger/Class EnrollmentHistoryTrigger
Object TargetX_SRMb__Enrollment_History__c
Type     after insert, after update
Description Mirrors TargetX Enrollment History objects to HEDA affiliation object
Affects hed__affiliation__c
How affected
  • Creates new HEDA Affiliation record on insert
  • Updates existing mirrored Affiliation record on edit
Criteria  
Custom Setting ‘Enable TargetX to HEDA Mirroring’ and ‘Enrollment History to Affiliation Mirror.’
Custom Setting Description ‘Enable TargetX to HEDA Mirroring’ is a global setting for all the mirroring, ‘Enrollment History to Affiliation Mirror’ is specific to this trigger
Package Version 1.0 - current
ContactTrigger
Trigger/Class ContactTrigger
Object Contact
Type     Before insert, before update
Description Mirrors data between HEDA and TargetX fields on the Contact.
Affects  TargetX_SRMb__Contact_c
How affected Contact fields updated:
TargetX’s Alt Email = HEDA’s Alternate Email
TargetX’s Birth Country = HEDA’s Country of Origin
TargetX’s IPEDS Hispanic = HEDA’s Ethnicity
TargetX’s Gender = HEDA’s Gender
TargetX’s Mailing Address Type = HEDA’s Primary Address Type
TargetX’s IPEDS Ethnicities = HEDA’s Race
TargetX’s Religion = HEDA’s Religion
TargetX’s SSN = HEDA’s Social Security Number
Criteria Contact record inserted or updated.
Custom Setting TargetX/HEDA Data Mirroring Detail
Custom Setting Description Enable HEDA to TargetX Mirroring - global on/off switch for data mirroring from HEDA to TargetX. If unchecked, no data from HEDA will be mirrored with TargetX. 
 
Enable TargetX to HEDA Mirroring - global on/off switch for data mirroring from TargetX to HEDA. If unchecked, no data from TargetX will be mirrored with HEDA. 
 
Contact Fields - TargetX to HEDA Mirror - If checked, TargetX Contact fields will be mapped to HEDA Contact fields.
 
Contact Fields - HEDA to TargetX Mirror - If checked, HEDA Contact fields will be mapped to TargetX Contact fields.
Package Version 17.30001 - current
HEDA_RelationshipTrigger
Trigger/Class HEDA_RelationshipTrigger
Object hed__Relationship__c
Type     after insert, after update
Description Mirrors HEDA relationship objects to TargetX Relationship object
Affects TargetX_Base__Relationship__c
How affected
  • Creates new TargetX Relationship record on insert
  • Updates existing mirrored Relationship record on edit
Criteria  
Custom Setting ‘Enable HEDA to TargetX Mirroring’ and ‘Relationship - HEDA to TargetX Mirror’
Custom Setting Description ‘Enable HEDA to TargetX Mirroring’ is a global setting for all the mirroring, ‘Relationship - HEDA to TargetX Mirror’ is specific to this trigger
Package Version 1.0 - current
TGTX_RelationshipTrigger
Trigger/Class TGTX_RelationshipTrigger
Object TargetX_Base__Relationship__c
Type     after insert, after update
Description Mirrors TargetX relationship objects to HEDA relationship object
Affects hed__Relationship__c
How affected
  • Creates new HEDA Relationship record on insert
  • Updates existing mirrored Relationship record on edit
Criteria  
Custom Setting ‘Enable TargetX to HEDA Mirroring’ and ‘Relationship - TargetX to HEDA Mirror’
Custom Setting Description ‘Enable TargetX to HEDA Mirroring’ is a global setting for all the mirroring, ‘Relationship - TargetX to HEDA Mirror’ is specific to this trigger
Package Version 1.0 - current

 

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