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Trigger Handlers for the Case - GoalAssignment Objects
Review the names, descriptions, and trigger conditions of the trigger handlers associated with the Case, CommSubConsentCmplSnpsht, CommSubscription, CommSubscriptionConsent, ContactPointAddress, ContactPointEmail, ContactPointPhone, ContactPointSocial, ContentDocument, ContentDocumentLink, Expense, ExpenseParticipant, and GoalAssignment objects.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package. |
You can also review the trigger handlers that apply to all objects.
Case
Review the names, descriptions, and trigger conditions of the trigger handlers associated with the Case object.
| Trigger Name | Description | Trigger condition |
|---|---|---|
| CaseMSLQueueHandler | Monitors and manages case status changes. Handles the medical inquiry queue of the medical science liaison users before a case record is updated. When an inquiry is submitted and the status changes to Submitted, the trigger handler assigns the case to the appropriate MSL queue. When the status changes to Assigned, the trigger handler reassigns ownership to the current user for handling the inquiry. | beforeUpdate |
| CaseChangeOwnershipHandler | Handles the sharing of the medical inquiry records with the sales representatives after a case record is updated. When a case transitions to Submitted or Responded status, the handler creates CaseShare records to give read access to the case creator or owner. This process maintains data transparency in inquiry management workflows by ensuring that the original creator or owner retains visibility into the case, even if ownership changes. | afterUpdate |
| CaseShareToCreatorHandler | Handles the change of ownership of the medical inquiries between the sales representative and the medical science liaison users after a case record is updated. When a case's OwnerId changes, the ownership change automatically cascades to all related inquiry objects, such as InquiryQuestions and SubjectAssignments. The handler queries for cases with updated ownership, retrieves the related records, and updates the Owner on these child objects, ensuring data consistency. | afterUpdate |
CommSubConsentCmplSnpsht
Review the names, descriptions, and trigger conditions of the trigger handlers associated with the CommSubConsentCmplSnpsht object.
| Trigger Name | Description | Trigger condition |
|---|---|---|
| ConsentGiverSnapshotHandler | Validates if the consent giver is valid. | beforeInsert |
| ConsentSnapshotSharingHandler | Shares the consent snapshot with territories that are aligned with the account. | afterInsert |
CommSubscription
Review the names, descriptions, and trigger conditions of the trigger handlers associated with the CommSubscription object.
| Trigger Name | Description | Trigger condition |
|---|---|---|
| ConsentNameCommSubHandler | Updates Communication Subscription Consent records when related Communication Subscription record names are changed. | beforeUpdate |
CommSubscriptionConsent
Review the names, descriptions, and trigger conditions of the trigger handlers associated with the CommSubscriptionConsent object.
| Trigger Name | Description | Trigger condition |
|---|---|---|
| ConsentGiverConsentHandler | Validates if the consent-giver account exists and it's the same for the snapshot record. | beforeInsert, beforeUpdate |
| ConsentSharingHandler | Shares consent with territories that are aligned with the account. | afterInsert |
| ConsentUniqueRecordHandler | Handles changes to CommSubscriptionConsent and maintains unique records. | beforeInsert |
ContactPointAddress
Review the names, descriptions, and trigger conditions of the trigger handlers associated with the ContactPointAddress object.
| Trigger Name | Description | Trigger condition |
|---|---|---|
| AccountAddressPrimaryHandler | Ensures that each account maintains only one primary contact point address. It gets triggered whenever a contact point address record is created or updated, guaranteeing that the one primary rule is always enforced. | beforeInsert, afterInsert, beforeUpdate, afterUpdate |
| RelatedContactPointAddressHandler | Validates contact point address hierarchy rules to ensure child addresses are associated with person accounts and parent addresses are associated with business accounts. | beforeInsert, beforeUpdate |
ContactPointEmail
Review the names, descriptions, and trigger conditions of the trigger handlers associated with the ContactPointEmail object.
| Trigger Name | Description | Trigger condition |
|---|---|---|
| ContactPointEmailPopulateHandler | Updates healthcare provider records to maintain an accurate list of associated email addresses whenever contact point email records are created, modified, removed, or restored. This ensures the EmailIds field on the healthcare provider record reflects the current related email addresses and avoids unnecessary processing. | afterInsert, afterUpdate, afterDelete, afterUndelete |
ContactPointPhone
Review the names, descriptions, and trigger conditions of the trigger handlers associated with the ContactPointPhone object.
| Trigger Name | Description | Trigger condition |
|---|---|---|
| ContactPointPhoneHandler | Updates healthcare provider records to maintain an accurate list of associated phone numbers whenever contact point phone records are created, modified, removed, or restored. This ensures the PhoneNumbers field on the healthcare provider record reflects the current related telephone numbers and prevents redundant processing. | afterInsert, afterUpdate, afterDelete, afterUndelete |
ContactPointSocial
Review the names, descriptions, and trigger conditions of the trigger handlers associated with the ContactPointSocial object.
| Trigger Name | Description | Trigger condition |
|---|---|---|
| ContactPointSocialPopulateHandler | Updates healthcare provider records to maintain an accurate list of associated social media handles whenever contact point social records are created, modified, removed, or restored. This ensures the SocialIdentifiers field on the healthcare provider record reflects the current related social handles and prevents unnecessary execution. | afterInsert, afterUpdate, afterDelete, afterUndelete |
ContentDocument
Review the names, descriptions, and trigger conditions of the trigger handlers associated with the ContentDocument object.
| Trigger Name | Description | Trigger condition |
|---|---|---|
| ConsentContentDocumentHandler | Handles changes to ContentDocument. | afterInsert, afterUpdate, afterDelete, afterUndelete |
| ContentDocumentLockHandler | Prevents delete operation to Documents linked to Submitted Visits or related entities. | beforeUpdate, beforeDelete |
ContentDocumentLink
Review the names, descriptions, and trigger conditions of the trigger handlers associated with the ContentDocumentLink object.
| Trigger Name | Description | Trigger condition |
|---|---|---|
| ConsentContentDocumentLinkHandler | Handles changes to ContentDocumentLink. | beforeInsert, beforeDelete |
| ContentDocumentLinkLockHandler | Prevents insert/delete operation to Document Links for Submitted Visits or related entities. | beforeInsert, beforeDelete |
Expense
Review the names, descriptions, and trigger conditions of the trigger handlers associated with the Expense object.
| Trigger Name | Description | Trigger condition |
|---|---|---|
| ExpenseLockHandler | Prevents insert/update/delete operation on Expense if it is locked. | beforeInsert, beforeUpdate, beforeDelete |
ExpenseParticipant
Review the names, descriptions, and trigger conditions of the trigger handlers associated with the ExpenseParticipant object.
| Trigger Name | Description | Trigger condition |
|---|---|---|
| ExpenseParticipantNameHandler | Stores the Account/Contact Participant name as the Expense Participant Name. | beforeInsert |
| ExpenseParticipantLockHandler | Prevents insert/update/delete operation on ExpenseParticipant/Allocations if it is locked. | beforeInsert, beforeUpdate, beforeDelete |
GoalAssignment
Review the names, descriptions, and trigger conditions of the trigger handlers associated with the GoalAssignment object.
| Trigger Name | Description | Trigger condition |
|---|---|---|
| GoalAssignmentDeleteHandler | Deletes Goal Assignment records. | beforeDelete |
| SetTerrBusPlanPrcntCompleteHandler | Updates the Completion Percentage of Territory Business Plan records. | beforeInsert, afterInsert, beforeUpdate, afterUpdate, afterDelete |
