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 Base package:
Trigger/Class | AccountTrigger |
Object | Account |
Type | before insert, before update, before delete, after insert, after update, after delete, after undelete |
Description | Cleans up orphaned contact relationship records when linked Account is deleted/unlinked. |
Affects | Relationship__c |
How affected | Deletes relationships when Account is deleted/updated. |
Criteria | Account is inserted/updated/deleted. |
Custom Setting | N/A |
Custom Setting Description | N/A |
Package Version | 1.31 - current |
Trigger/Class | ContactTrigger |
Object | Contact |
Type | before insert, before update, before delete, after insert, after update, after delete, after undelete |
Description | Performs the following functions: ● Generates access keys ● Cleans up orphaned contact relationship records |
Affects | Contact |
How affected | Determines if merged record ids should be preserved. Updates with unique token. |
Criteria | Contact record inserted, updated or deleted. |
Custom Setting | Object Name: TargetX CRM Base Settings Field Name: Process Access Keys @future Field API Name: process_access_keys_future__c Object Name: TargetX CRM Base Settings Field Name: Save Contact Merge Ids Field API: TargetX_Base__Save_Contact_Merge_Ids__c |
Custom Setting Description | Process Access Keys @future: When checked, access keys will be generated using @future methods. Save Contact Merge Ids: If checked, a trigger will store the ID of the loser of a contact record merge |
Package Version | 1.31 - current |
Trigger/Class | EnforceOneDefault |
Object | TargetX_Base__Community_Theme__c (parent object Community Theme) |
Type | after insert, after update |
Description | Enforces one default Community Theme. |
Affects | TargetX_Base__Community_Theme__c |
How affected | If a new or updated Community Theme is set to ‘Default’, this trigger updates any existing ‘Default’ Community Themes to ‘false’. |
Criteria | Default Community Theme is inserted or updated. |
Custom Setting | N/A |
Custom Setting Description | N/A |
Package Version | 1.22 - current |
Trigger/Class | ContactAfterDelete/MergeRecords |
Object | Lead |
Type | After delete |
Description | Performs the following functions: ● Preserves ID of losing Lead record in a merge operation. |
Affects | Merged_Record_Ids__c |
How affected1.11 - Current | Concatenates Lead Ids of losing records. |
Criteria | Lead record deleted. |
Custom Setting | Object Name: CRM_Setting__c Field Name: Save Contact Merge IDs Field API Name: save_contact_merge_ids__c |
Custom Setting Description | Save Contact Merge IDs permits trigger's functionality to be turned on/off. |
Package Version | 1.11 - Current |
Trigger/Class | LocationTrigger |
Object | Location ( Location__c ) |
Type | after insert, after update |
Description | Updates location objects with geolocation info |
Affects | Location__c.TargetX_Base__Geolocation__c |
How affected | Populated with Geolocation of given address info |
Criteria | Location object created or address information changed |
Custom Setting | Base Custom Settings: Google_Maps_API_Key__c |
Custom Setting Description | API key needed to use google maps API |
Package Version | 1.61 - current |