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
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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
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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
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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 NumberCriteria 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
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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
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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