Salesforce Triggers and Features

📌 Opportunity Playbook

The Opportunity Playbook automates task creation when an Opportunity stage changes, using templates stored in Opportunity_Playbook_Template__mdt. Tasks are tracked as Opportunity_Playbook_Item__c records, and an Apex Trigger (OpportunityPlaybookTrigger) ensures tasks are generated. A Lightning Web Component provides visibility and lets sales reps mark tasks as completed or re-run the playbook.

📌 Account Address Trigger

The AccountAddressTrigger runs before insert and before update on Account. When the Match_Billing_Address__c checkbox is selected, it automatically copies the Billing address fields (street, city, state, postal code, country) into the corresponding Shipping fields, ensuring data consistency.

📌 Account Deletion Trigger

The AccountDeletion trigger runs before delete on Account and prevents the deletion of any Account that has related Opportunity records. It enforces data integrity by adding an error message if such a deletion is attempted.

📌 Add Related Record Trigger

The AddRelatedRecord trigger runs after insert and after update on Account. It checks if an Account has existing Opportunity records, and if none exist, it creates a default Opportunity in the “Prospecting” stage with a close date one month out.

📌 Contact Notification Trigger

The ContactNotificationTrigger runs after insert and after delete on Contact. On insert, it counts the new records and uses the CustomContactNotification utility class to notify the current user, supporting real-time awareness of Contact activity.

📌 Opportunity Reminder Batch

The OpportunityReminderBatch class runs on Opportunities and creates Tasks for those:

• Closing soon (Days_Before_Close__c)
• Not updated recently (Days_Since_Update__c)

Scheduler: Can be scheduled via a Schedulable class to run automatically at set intervals.

public class OpportunityReminderScheduler implements Schedulable {
    public void execute(SchedulableContext sc) {
        Database.executeBatch(new OpportunityReminderBatch(), 100);
    }
}

📌 Add Primary Contact (Queueable Apex)

The AddPrimaryContact class inserts a Contact for multiple Accounts in a specific state:

Accepts a Contact and state abbreviation.

Queries up to 200 Accounts and clones the Contact for each.

Inserts cloned Contacts linked to the corresponding Account.

This ensures consistent primary Contacts without blocking processes.