Events 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 Events package:
- ContactScheduleItemTrigger
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Trigger/Class ContactScheduleItemTrigger Object Contact Schedule Item Type before insert, before update, before delete, after insert, after update, after delete, after undelete Description This trigger serves a number of functions Affects ContactScheduleItem__c How affected - Marks ‘Is_Guest__c’ if appropriate
- Sends out applicable CSI emails
- Adds events to staffer Salesforce calendars
- Runs waitlist logic
- Updates guest counts
- Re-parents CSIs
- Cancels appointment type Org Events
Criteria - Marks ‘Is_Guest__c’ if ‘Guest_Of__c’ field populated
- Email sent varies based on CSI status (confirmed, cancelled, etc)
- SF events are created if a staff CSI is created for an Org Event that’s marked ‘Copy to SF calendar’
- Waitlist logic is run when a CSi is moved from Confirmed to Cancelled
- Guest counts are updated on CSIs if one of the guests’ CSIs is cancelled
- CSIs are re-parented if only the main CSI is cancelled, but guest CSIs remain confirmed
- If one of the CSIs associated to an Appointment type Org Event is cancelled, the Appointment is cancelled
Custom Setting N/A Custom Setting Description N/A Package Version 5.26 - Current
- EventTrigger
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Trigger/Class EventTrigger Object Parent Object - Event Type before insert, before update, before delete, after insert, after update, after delete, after undelete Description Does two things: - Used to create a recurring series of events when setting up recurring Org Events
- Cancels associated Appointment type Org Event when the associated Salesforce event is deleted
Affects Event, OrgEvent__c How affected - Creates the series of OrgEvents when creating a recurring OrgEvent. Salesforce events are either kept or deleted depending on the value of the ‘Copy to SF calendar’ checkbox on the OrgEvent
- Checks ‘Cancelled’ on an associated Appointment type OrgEvent
Criteria - Recurring OrgEvent created
- Appointment type OrgEvents’s corresponding SF event deleted
Custom Setting N/A Custom Setting Description N/A Package Version 5.26 - Current - OrgEventTrigger
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Trigger/Class OrgEventTrigger Object Parent Object - Organization Event Type before insert, before update, before delete, after insert, after update, after delete, after undelete Description This trigger serves a number of functions Affects OrgEvent__c, Event, Account, ContactScheduleItem__c How affected - Sets the timezone adjusted field on the OrgEvent used for display in certain places
- Sets the registration deadline based off the ‘Registration Deadline Days’
- Syncs data to the Salesforce calendar
- Updates Accounts’ next school visit events
- Sends event rescheduled/cancellation emails
- Runs waitlist logic
- Deletes sub events when primary event is deleted
Criteria Custom Setting ‘Next School Visit Trigger Enabled’ affects whether or not accounts will be updated Custom Setting Description Package Version 5.26 - Current
- postUpdatePaymentDetail
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Trigger/Class postUpdatePaymentDetail Object Parent Object - Payment Detail Type After update Description Marks a CSI as confirmed when the associated payment detail record is marked Affects ContactScheduleItem__c How affected Marks Fee_Paid__c field when applicable Criteria Payments updates a payment detail related to a CSI record Custom Setting N/A Custom Setting Description N/A Package Version 4.24 - Current