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 Retention Suite:
AcademicProfileTrigger
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| Trigger/Class |
AcademicProfileTrigger |
| Object |
Academic_Profile__c |
| Type |
before insert, before update, before delete, after insert, after update, after delete, after undelete |
| Description |
Adds Profile Builder rollup functionality. |
| Affects |
Contact_c |
| How affected |
Updates affected records with Academic Profile rollup data. |
| Criteria |
N/A |
| Custom Setting |
Contact_rollup_from_academic_profile__c |
| Custom Setting Description |
When ‘Contact rollup from Academic Profile’ is checked, the data from Academic Profile will be rolled up to the Contact record by Profile Builder. |
| Package Version |
1.5 - current |
AdvisingTrigger
| Trigger/Class |
AdvisingTrigger |
| Object |
Advising_c |
| Type |
before insert,& before update, ;before delete, after insert, after update, after delete, after undelete |
| Description |
before insert, before update, before delete, after insert, after update, after delete, after undelete |
| Affects |
Contact_c |
| How affected |
Updates affected records with Advising rollup data. |
| Criteria |
N/A |
| Custom Setting |
Contact_rollup_from_advising__c |
| Custom Setting Description |
When ‘Contact rollup from Advising’ is checked, the data from Advising will be rolled up to the Contact record by Profile Builder. |
| Package Version |
1.5 - current |
STMTrigger
| Trigger/Class |
STMTrigger |
| Object |
Success_Team_Member__c |
| Type |
before insert, before update, before delete, after insert, after update, after delete, after undelete |
| Description |
Updates Primary Success Team Member when a related STM is inserted, updated or deleted. |
| Affects |
Success_Team_Member__c |
| How affected |
Primary? flag updated. |
| Criteria |
Success Team Member record is inserted, updated or deleted. |
| Custom Setting |
Retention Settings: Primary Team Member Roll Up Activated |
| Custom Setting Description |
Whether or not the Contact object looks for its primary Success Team Member (Its 'Primary Success Team Member' field) when one of its related Success Team Members is inserted, updated, deleted, or undeleted. |
| Package Version |
1.5 - current |
