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When to use an assignment rule in a trigger?
The objective is to have assignment rules fired on a Lead record creation. It seems the rule can be assigned only when using “update” DML in an “after insert” trigger. Why does another DML must be executed after insert to have lead assignment rule assigned?
Which is the return value of the trigger function?
For INSERT and UPDATE operations, the return value should be NEW, which the trigger function may modify to support INSERT RETURNING and UPDATE RETURNING (this will also affect the row value passed to any subsequent triggers, or passed to a special EXCLUDED alias reference within an INSERT statement with an ON CONFLICT DO UPDATE clause).
What happens when a trigger function is called in PostgreSQL?
When a PL/pgSQL function is called as a trigger, several special variables are created automatically in the top-level block. They are: Data type RECORD; variable holding the new database row for INSERT / UPDATE operations in row-level triggers. This variable is null in statement-level triggers and for DELETE operations.
Why do I get No More role assignments can be created?
If you get the error message “No more role assignments can be created (code: RoleAssignmentLimitExceeded)” when you try to assign a role, try to reduce the number of role assignments in the subscription. The 2000 role assignments limit per subscription is fixed and cannot be increased.
When to apply assignment rules in Salesforce flow?
Salesforce Platform , Applications , Service & Support , Workflow. When a flow results in a new case creation, eligible assignment rules should be applied. Currently, new cases created in flow do not trigger the assignment rules.
When do you apply assignment rules in flow?
When a flow results in a new case creation, eligible assignment rules should be applied. Currently, new cases created in flow do not trigger the assignment rules. Is it possible to have access to the “Use Assignment Rules” on Flow to allow user to make that determination?
How is lead reassignment done in a trigger?
Lead reassignment within a trigger can be done with future methods such as the following. Your after insert / after update trigger will need to collect up a set of lead ids that qualify for reassignment and then once all other afterinsert/afterupdate operations are complete, call the future method below:
When to use dmloptions in a trigger?
Your after insert / after update trigger will need to collect up a set of lead ids that qualify for reassignment and then once all other afterinsert/afterupdate operations are complete, call the future method below: DMLOptions are additional settings you can specify when you are performing DML in Apex.
How to create an assignment rule in Salesforce?
Create a Case Assignment Rule Field Value Sort order 1 Run this rule if the criteria are met Field Case: Case Record Type Operator equals