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Introduction to Apex Triggers
Arming the Dangerous
Iman Maghroori, Lead Sales Engineer
@IMaghroori
Josh Kaplan, Senior Product Manager
@JoshSFDC
Safe Harbor
 Safe harbor statement under the Private Securities Litigation Reform Act of 1995:

 This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties
 materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results
 expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be
 deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other
 financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any
 statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.

 The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new
 functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our
 operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of
 intellectual property and other litigation, risks associated with possible mergers and acquisitions, the immature market in which we
 operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new
 releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization
 and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of
 salesforce.com, inc. is included in our annual report on Form 10-Q for the most recent fiscal quarter ended July 31, 2012. This
 documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of
 our Web site.

 Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently
 available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based
 upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-
 looking statements.
Iman Maghroori
Lead Sales Engineer
@IMaghroori
Josh Kaplan
Senior Product Manager
@JoshSFDC
Here is the Plan
     What is a
     Trigger?
   When / Why
       Trigger
Deconstruction
         Tools

    Resources

         Q&A
SURVEY: RAISE YOUR HAND IF YOU’VE…

   Created a Custom Field?
   Created a Workflow/Approval rules?
   Written any code before?
   Written Apex code?
   Written a Trigger before?
What is a Trigger?
What is a Trigger?



            “…is procedural code that is
            automatically executed in response
            to certain events in a database…”
                                       - Wikipedia
What is a Trigger?



          “ …custom code that fires
          when a record is created,
          updated or deleted.”
                               -Iman Maghroori
What Happens When You Hit “Save”?
What Happens When You Hit “Save”?
1.    Old values are overwritten
2.    System Validation Rules
3.    Apex (before) triggers
4.    Custom Validation Rules
5.    Record saved to DB (not committed)
6.    Record reloaded from DB
7.    Apex (after) triggers
8.    Assignment Rules
9.    Auto-Response Rules
10.   Workflow Rules
11.   Escalation Rules
12.   Rollup Summary Formulas updated
13.   Database Commit
14.   Post-commit logic (Sending emails)
Now You’re Dangerous…
When Should You Use Triggers?

• When all other options fail
• Don’t write code if you don’t have to
   • Easier to maintain
   • Easier to change
   • Faster to deploy
Workflow Can…

•   Update Fields
•   Assign Tasks
•   Send Emails
•   Send Outbound Messages (Integrations)
Workflow Cannot…

•   Create Other Records – Automatically create child records.
•   Complex Calculations – Calculate total revenue from child accounts
•   Automatically Submit Records for Approval
•   Delete Records
Apex: The Programming Language of Force.com

 Object-oriented language
 Java-like syntax


 2.5 Billion Lines Of Apex
Why Apex?
            Runs in the Cloud
            Integrated to Your Data
            Convenience Features
            Testing Framework
            Backward Compatibility
The Force.com Platform is a Multi-Tenant Environment
Use Case: UberJet
Create Invoice Trigger
Reserve Jet Trigger
User Email Trigger
Workflow Can…

•   Update Fields
•   Assign Tasks
•   Send Emails
•   Send Outbound

                    Test Your Code!
75% Minimum Code Coverage Before You Deploy

We check for the %, you should check for all the possible use cases.
How to Deploy to Production?

•   Make sure your code passes the tests & test coverage
•   Create an “Outbound Change Set” and add your updates to it
•   Push the Outbound Change Set to your Production Environment
•   Accept the Inbound Change Set in your Production Environment.
•   Setup->Deploy->Inbound Change Sets -> [Change Set] -> Deploy
Next Steps to Level Up
  • Developer Environment
  • Apex Workbook
  • To Learn More
Where Can I Go for Help?
  •   Developer.force.com
  •   Salesforce.com Training / Certifications
  •   Code Share
  •   Developer Community
  •   Apex Guide
  •   Help & Training

      Take it to the Next Level: Professional Services
Any Questions?
Introduction to Apex Triggers

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Introduction to Apex Triggers

  • 1. Introduction to Apex Triggers Arming the Dangerous Iman Maghroori, Lead Sales Engineer @IMaghroori Josh Kaplan, Senior Product Manager @JoshSFDC
  • 2. Safe Harbor Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of intellectual property and other litigation, risks associated with possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-Q for the most recent fiscal quarter ended July 31, 2012. This documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward- looking statements.
  • 3. Iman Maghroori Lead Sales Engineer @IMaghroori
  • 4. Josh Kaplan Senior Product Manager @JoshSFDC
  • 5. Here is the Plan What is a Trigger? When / Why Trigger Deconstruction Tools Resources Q&A
  • 6. SURVEY: RAISE YOUR HAND IF YOU’VE…  Created a Custom Field?  Created a Workflow/Approval rules?  Written any code before?  Written Apex code?  Written a Trigger before?
  • 7. What is a Trigger?
  • 8. What is a Trigger? “…is procedural code that is automatically executed in response to certain events in a database…” - Wikipedia
  • 9. What is a Trigger? “ …custom code that fires when a record is created, updated or deleted.” -Iman Maghroori
  • 10. What Happens When You Hit “Save”?
  • 11. What Happens When You Hit “Save”? 1. Old values are overwritten 2. System Validation Rules 3. Apex (before) triggers 4. Custom Validation Rules 5. Record saved to DB (not committed) 6. Record reloaded from DB 7. Apex (after) triggers 8. Assignment Rules 9. Auto-Response Rules 10. Workflow Rules 11. Escalation Rules 12. Rollup Summary Formulas updated 13. Database Commit 14. Post-commit logic (Sending emails)
  • 13. When Should You Use Triggers? • When all other options fail • Don’t write code if you don’t have to • Easier to maintain • Easier to change • Faster to deploy
  • 14. Workflow Can… • Update Fields • Assign Tasks • Send Emails • Send Outbound Messages (Integrations)
  • 15. Workflow Cannot… • Create Other Records – Automatically create child records. • Complex Calculations – Calculate total revenue from child accounts • Automatically Submit Records for Approval • Delete Records
  • 16. Apex: The Programming Language of Force.com Object-oriented language Java-like syntax 2.5 Billion Lines Of Apex
  • 17. Why Apex? Runs in the Cloud Integrated to Your Data Convenience Features Testing Framework Backward Compatibility
  • 18. The Force.com Platform is a Multi-Tenant Environment
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  • 26. Workflow Can… • Update Fields • Assign Tasks • Send Emails • Send Outbound Test Your Code!
  • 27. 75% Minimum Code Coverage Before You Deploy We check for the %, you should check for all the possible use cases.
  • 28. How to Deploy to Production? • Make sure your code passes the tests & test coverage • Create an “Outbound Change Set” and add your updates to it • Push the Outbound Change Set to your Production Environment • Accept the Inbound Change Set in your Production Environment. • Setup->Deploy->Inbound Change Sets -> [Change Set] -> Deploy
  • 29. Next Steps to Level Up • Developer Environment • Apex Workbook • To Learn More
  • 30. Where Can I Go for Help? • Developer.force.com • Salesforce.com Training / Certifications • Code Share • Developer Community • Apex Guide • Help & Training Take it to the Next Level: Professional Services