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Trigger Handlers for the SurveySubject - Visitor Objects
Review the names, descriptions, and trigger conditions of the trigger handlers associated with the SurveySubject, Territory2, TerritoryAcctRcmdAction, TerritoryBusinessPlan, TerritoryContentTmplAsgnt, TerritoryUserDowntime, Visit, and Visitor 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. |
SurveySubject
Review the names, descriptions, and trigger conditions of the trigger handlers associated with the SurveySubject object.
| Trigger Name | Description | Trigger condition |
|---|---|---|
| SurveyInvitationSharingHandler | Applies survey sharing logic on the Survey Subject object. When survey subject records are created or updated, this trigger handler automatically creates survey invitation share records based on one of three strategies: Account-Based Sharing: When a survey subject is linked to an account, the trigger handler automatically creates survey invitation share records for accounts listed in the related account’s account share records. This sharing logic doesn’t apply to records where the rowCause field is set to Owner. Life Sciences Marketable Product-Based Sharing: When you link a survey subject record to a Life Sciences marketable product, the corresponding survey invitation share records are created for either accounts or territories based on the product territory availability records. The availability of the product is determined by the product territory availability object, which includes an alignment type field with options such as territory subordinates, territory inclusion, or territory exclusion. Territory-Based Sharing: When a survey subject record is linked to a territory, survey invitation share records are created for that territory and its subordinates. |
beforeInsert, afterInsert, afterUpdate |
Territory2
Review the names, descriptions, and trigger conditions of the trigger handlers associated with the Territory2 object.
| Trigger Name | Description | Trigger condition |
|---|---|---|
| Territory2Handler | Prevents the deletion of a Territory2 record when related records like ProviderAcctTerritoryInfo, Inquiry, ContactPointBestContactTime, TerritoryAcctRcmdAction, TerritoryAccountScore, TerritoryAcctProdMsgScore, TerritoryUserDowntime, or TerritoryBusinessPlan records reference it. | beforeDelete |
TerritoryAcctRcmdAction
Review the names, descriptions, and trigger conditions of the trigger handlers associated with the TerritoryAcctRcmdAction object.
| Trigger Name | Description | Trigger condition |
|---|---|---|
| TerrAcctRcmdActionSharingHandler | Shares the territory account recommended action records with the specified territory. | afterInsert, afterUpdate |
| TerrAccRcmActStatusUpdateHandler | Updates the status of the territory account recommended action when a visit is created. | afterInsert, afterUpdate |
TerritoryBusinessPlan
Review the names, descriptions, and trigger conditions of the trigger handlers associated with the TerritoryBusinessPlan object.
| Trigger Name | Description | Trigger condition |
|---|---|---|
| TerritoryBusinessPlanDeleteHandler | Deletes Territory Business Plan records. | beforeDelete |
| TerritoryBusPlanChangeStatusHandler | Updates the statuses of Territory Business Plan records. | beforeInsert, beforeUpdate |
TerritoryContentTmplAsgnt
Review the names, descriptions, and trigger conditions of the trigger handlers associated with the TerritoryContentTmplAsgnt object.
| Trigger Name | Description | Trigger condition |
|---|---|---|
| EmailTemplateTerritorySharingHandler | Updates territory sharing based on Territory Content Template Assignment records. | afterInsert, afterUpdate, afterDelete |
TerritoryUserDowntime
Review the names, descriptions, and trigger conditions of the trigger handlers associated with the TerritoryUserDowntime object.
| Trigger Name | Description | Trigger condition |
|---|---|---|
| TUDUpdateHandler | Updates the start time and end time of time off territory records based on the time slot interval configuration. | beforeInsert, beforeUpdate |
| UDBHValidationHandler | Prevents the creation of time off territory records with start and end times outside of the org's business hours. | beforeInsert, beforeUpdate |
| TUDSharingHandler | Shares a user's time off territory records with other users in the same territory, giving them read-only access. | afterInsert |
| TUDVisitValidationHandler | Prevents the creation of time off territory during a visit. | beforeInsert, beforeUpdate |
| TUDHolidayValidationHandler | Prevents the creation of time off territory records on holidays. | beforeInsert, beforeUpdate |
| TUDOverlapHandler | Prevents the creation of overlapping time off territory records. | beforeInsert, beforeUpdate |
| TUDEventValidationHandler | Prevents the creation of time off territory during a general event. | beforeInsert, beforeUpdate |
Visit
Review the names, descriptions, and trigger conditions of the trigger handlers associated with the Visit object.
| Trigger Name | Description | Trigger condition |
|---|---|---|
| VisitLockHandler | Prevents editing visit data based on the status and signature state to maintain data integrity. | beforeInsert, beforeUpdate |
| VisitTimeOffValidationHandler | Prevents scheduling a visit that conflicts with a time-off territory to support scheduling efficiency and accurate visit reporting. | beforeInsert, beforeUpdate |
| VisitLifeScienceAccountListLinkHandler | Clears the Life Science Account List field on the provider visit record if the Planned Start Time is changed on a visit created by applying a routine. | beforeUpdate |
| VisitHolidayValidationHandler | Prevents scheduling a visit on holidays or outside of business hours to maintain compliance with company policies. | beforeInsert, beforeUpdate |
| VisitPopulateEndTimeHandler | Calculates and sets the visit's Planned End Time by adding the default duration defined in the “Set blank date/time in Planned Start Time” Visit Administration setting in the Admin Console. | beforeInsert, beforeUpdate |
| FutureVisitLimitValidationHandler | Prevents scheduling visits beyond the limit specified in the “Future Visit Limit in Days” setting in Visit Administration in the Admin Console. | beforeInsert, beforeUpdate |
| VisitUpdateChildFieldsHandler | Maintains data consistency in group visits by synchronizing child visit records with their parent visits. Automatically updates key fields (Planned Visit Start Time, Planned Visit End Time, and Channel) when the parent visit is modified. | afterUpdate |
| VisitDelayReasonHandler | Clears the previously entered reason for delay if a user changes the visit date and time and the date no longer exceeds the submission delay threshold. | beforeUpdate |
| VisitCascadeDeleteHandler | Deletes attendee visits automatically when the parent group visit is deleted, maintaining data integrity. | beforeDelete |
| VisitSurveyInviteCascadeDeleteHandler | Deletes survey invitations linked to a visit when a visit is deleted, and prevents deleting them if the visit is submitted to maintain data integrity. | beforeDelete |
| RemoteSessionInvitationVisitHandler | Manages remote session invitations by creating video calls, email notifications, and session keys for visit records. | afterUpdate, beforeDelete |
| VisitMyBestTimeValidationHandler | Prevents scheduling visits outside of best times defined for the account address and user's territory, improving scheduling efficiency and aligning with account availability. | beforeInsert, beforeUpdate |
| VisitChangePrimaryAccountHandler | Performs validations, updates related records, and prepopulates fields in the visit to maintain data consistency when the primary account is changed. | beforeInsert, beforeUpdate, afterUpdate |
Visitor
Review the names, descriptions, and trigger conditions of the trigger handlers associated with the Visitor object.
| Trigger Name | Description | Trigger condition |
|---|---|---|
| VisitorLockHandler | Prevents insert/update/delete operation on Visitor if it is locked. | beforeInsert, beforeUpdate, beforeDelete |
| VisitorShareHandler | Shares the Visit record with the Visitors (employees). | afterInsert, afterUpdate, afterDelete |
