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Communication Planner 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 Communication Planner package:

 

CampaignTrigger
Trigger/Class CampaignTrigger
Object Campaign
Type     After insert, after update, before delete
Description
  • Sets the Status_Changed_Date__c field to the current timestamp whenever Campaigns are inserted, and a value exists in the Status__c field or whenever Campaigns are updated, and the value of that field is changed.
  • Prevents active Campaigns from being deleted.
  • Syncs Campaign configuration data with external TargetX service whenever Campaigns or Tracks are changed from Active to Inactive or vice versa.
Criteria N/A
Custom Setting N/A
Custom Setting Description N/A
Package Version 2410.0 - Current
ContentVersionTrigger
Trigger/Class ContentVersionTrigger
Object Content Version
Type     After insert, after update
Description
  • Generates ContentDistribution records for files uploaded to the “TargetX Communication Planner Images” library so that images are externally available and can be displayed when viewing an email. 
Criteria N/A
Custom Setting N/A
Custom Setting Description N/A
Package Version 2410.0 - Current
ElementTrigger
Trigger/Class ElementTrigger
Object Element
Type     Before insert, before update, before delete
Description
  • Validation that prevents Steps with a Sequence__c value of “1” from having Elements with Filter Options referencing other Elements within the same Track.
  • Validation that prevents active Tracks from being deleted.
  • Validation that prevents Elements that are referenced in the Filter Options of Elements from being deleted.
Criteria N/A
Custom Setting N/A
Custom Setting Description N/A
Package Version 2410.0 - Current
FolderTrigger
Trigger/Class FolderTrigger
Object Folder
Type     Before update
Description
  • Validation that prevents the deselecting of Types__c values where existing items of those types have already been associated to that Folder.
Criteria N/A
Custom Setting N/A
Custom Setting Description N/A
Package Version 2410.0 - Current
 
StepTrigger
Trigger/Class StepTrigger
Object Step
Type     After insert, before update, after update, before delete, after delete
Description
  • Validation that prevents Steps of active Tracks from being deleted.
  • Validation that prevents Steps that have Elements that are referenced in the Filter Options of other Elements from being deleted.
  • Automatically reorder the Sequence__c value of Steps of “Fixed Date” Tracks based on the value of the Schedule_Date__c field.
  • Automatically reorder the Sequence__c value of Steps of “Drip” Tracks whenever a Step is deleted.
  • Validation that prevents Steps from being added to “Drip” Tracks where the cumulative Delay__c would result in that Step being past the End_Date__c of the Track.
  • Validation that prevents Steps with a Sequence__c value of “1” from having Elements with Filter Options referencing other Elements within the same Track.
  • Validation that prevents the reordering of Steps such to ensure that Elements can only reference other Elements within the Track in the Filter Options where the Sequence__c value of the Step of the referenced Element is less than the Sequence__c value of the referencing Element.
Criteria N/A
Custom Setting N/A
Custom Setting Description N/A
Package Version 2410.0 - Current
TemplateTrigger
Trigger/Class TemplateTrigger
Object Template
Type     After insert, after update
Description
  • Validation to ensure that Templates with a Type__c value of “Email Saved Row” have unique Name values.
Criteria N/A
Custom Setting N/A
Custom Setting Description N/A
Package Version 2410.0 - Current
TrackTrigger
Trigger/Class TrackTrigger
Object Track
Type     After insert, before insert, after update, before update, before delete
Description
  • Sets the Status_Changed_Date__c to current timestamp whenever Tracks are inserted and a value exists in the Status__c field or whenever Tracks are updated and the value of that field is changed. 
  • Validation that prevents active Tracks from being deleted.
  • Syncs Campaign configuration data with external TargetX service whenever Campaigns or Tracks are changed from Active to Inactive or vice versa.
Criteria N/A
Custom Setting N/A
Custom Setting Description N/A
Package Version 2410.0 - Current

 

 

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