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Gateway Bikes Group4 Trigger on Lead
Use Case
Trigger on the Lead object that populates a custom field (API Name: Key_Fields_Populated__c) number field whenever the Lead is created.
“Key Fields Populated” should count the total number of the following fields that are not null:
FirstName
LastName
Email
Phone
Website
Title
#1 example, if FirstName, LastName, and Email are populated, “Key Fields Populated” should equal to 3.
If at least 3 key fields are populated, create a new Task for each key field populated:
The name of each Task should be: Verify the <<key field name>> field
#2 if any of the key fields contain the word “test” (in any combination of upper or lowercase letters), always:
Create a new Task with:
Subject: “WARNING”
Description: “This Lead contains the TEST keyword in the following key fields: <<comma separated list of only the key fields containing the TEST keyword>>”
#3 If a custom Bypass_Triggers__c field is checked, skip all the logic
Trigger on the Lead object that populates a custom field (API Name: Key_Fields_Populated__c) number field whenever the Lead is created.
“Key Fields Populated” should count the total number of the following fields that are not null:
FirstName
LastName
Phone
Website
Title
#1 example, if FirstName, LastName, and Email are populated, “Key Fields Populated” should equal to 3.
If at least 3 key fields are populated, create a new Task for each key field populated:
The name of each Task should be: Verify the <<key field name>> field
#2 if any of the key fields contain the word “test” (in any combination of upper or lowercase letters), always:
Create a new Task with:
Subject: “WARNING”
Description: “This Lead contains the TEST keyword in the following key fields: <<comma separated list of only the key fields containing the TEST keyword>>”
#3 If a custom Bypass_Triggers__c field is checked, skip all the logic
TRIGGER_ON_LEAD AfterInsert {
Integer countOfKeyFields = 0;
Set<String> keyFields = new Set<String>{'FirstName','LastName','Email'};
String fieldsWithTest = '';
List<task> lstOfTask = new List<task>();
for(Lead leadRecord : triggerNew) {
countOfKeyFields = 0;
if(!leadRecord.Bypass_Triggers__c) {
countOfKeyFields = leadRecord.FirstName != null ? countOfKeyFields + 1: countOfKeyFields;
countOfKeyFields = leadRecord.LastName != null ? countOfKeyFields + 1: countOfKeyFields;
countOfKeyFields = leadRecord.Email != null ? countOfKeyFields + 1: countOfKeyFields;
fieldsWithTest = leadRecord.FirstName != null && leadRecord.FirstName.containsIgnoreCase('test') ? fieldsWithTest + 'FirstName,' : fieldsWithTest;
fieldsWithTest = leadRecord.LastName != null && leadRecord.LastName.containsIgnoreCase('test') ? fieldsWithTest + 'LastName,' : fieldsWithTest;
fieldsWithTest = leadRecord.Email != null && leadRecord.FirstName.containsIgnoreCase('test') ? fieldsWithTest + 'Email,' : fieldsWithTest;
if(countOfKeyFields == 3 )
{
for(String fieldName : keyFields){
task t = new Task(
whatID = leadRecord.id,
Subject = 'Verify the ' + fieldName,
Priority = 'Normal',
Status = 'Not Started',
Type = 'Action',
ownerID = leadRecord.ownerID
);
lstOfTask.add(t);
}
}
if(fieldsWithTest != '')
{
task t = new Task(
whatID = leadRecord.id,
Subject = 'Verify the ' + fieldName,
Priority = 'Normal',
Status = 'Not Started',
Type = 'Action',
Description = 'This Lead contains the TEST keyword in the following key fields: ' + fieldsWithTest;
ownerID = leadRecord.ownerID
);
lstOfTask.add(t);
}
}
}
if(lstOfTask != null && !lstOfTask.isEmpty())
insert lstOfTask;
Cheers!!!