Retention 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 Retention Suite:

 

AcademicProfileTrigger

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