Group Assignment Manager 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 TargetX Group Assignment Manager:
- AssignmentGroupMemberReset
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Trigger/Class AssignmentGroupMemberReset Object Assignment_Group_Member__c (Assignment Group Member v2) Type after insert, after update Description Manages assignment group tracking data. Affects Records_Owned__c How affected Sets to 0 Criteria A change to the assignment group parameters Custom Setting N/A Custom Setting Description N/A Package Version 1.54 - Current
- GroupAssignmentAccount
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Trigger/Class GroupAssignmentAccount Object Parent object - Account Type after insert, after update Description Assigns Account record owner to appropriate user. Affects Account Record Owner field based on custom settings How affected On update or insert, if the designated group assignment field is set, the trigger will determine the owner based on a round robin strategy Criteria Value of the group assignment field must match a name in the Assignment_Group__c table Custom Setting group_assignment_setting__c Custom Setting Description Designates group assignment, and owner fileds to use while evaluating ownership for objects. Package Version 1.54 - current
- GroupAssignmentContact
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Trigger/Class GroupAssignmentContact/RoundRobin Object Contact Type after insert, after update Description Assigns Contact record owner to appropriate user. Affects Record Owner How affected Updates with User Id Criteria Value of the group assignment field must match a name in the Assignment_Group__c table Custom Setting group_assignment_setting__c Custom Setting Description Designates group assignment, and owner fileds to use while evaluating ownership for objects. Package Version 1.54 - Current
- GroupAssignmentLead
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Trigger/Class GroupAssignmentLead Object Lead Type after insert, after update Description Assigns Lead record owner to appropriate user. Affects Lead owner field as set by group_assignment_setting__c How affected On update or insert, if the designated group assignment field is set, the trigger will determine the owner based on a round robin strategy Criteria Value of the group assignment field must match a name in the Assignment_Group__c table Custom Setting group_assignment_setting__c Custom Setting Description Designates group assignment, and owner fileds to use while evaluating ownership for objects. Package Version 1.54 - Current
- GroupAssignmentOpportunity
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Trigger/Class GroupAssignmentOpportunity Object Opportunity Type after insert, after update Description Assigns Opportunity record owner to appropriate user. Affects Owner field as designated by group_assignment_setting__c How affected On update or insert, if the designated group assignment field is set, the trigger will determine the owner based on a round robin strategy Criteria Value of the group assignment field must match a name in the Assignment_Group__c table Custom Setting group_assignment_setting__c Custom Setting Description Designates group assignment, and owner fileds to use while evaluating ownership for objects. Package Version 1.54 - Current