Salesforce Apex Trigger & Test Class: Hands-On Scenarios

Name: Salesforce Apex Trigger & Test Class: Hands-On Scenarios
Rating: 4.7 (81 reviews)

Master Salesforce Apex triggers : Build automated business processes with Apex triggers in Salesforce

Created bySanjay Gupta | 10x Salesforce Certified, Skill Horizon NextGen

Last updated 2/2023

English

English [Auto],

What you'll learn

Write Apex triggers that execute before or after specific database events (e.g., insert, update, delete).
Use Apex triggers to perform custom actions such as validating data, updating related records, and sending emails.
How to write Apex test methods that test your Apex triggers and classes.
How to use the @testSetup annotation to create test data that can be used by multiple test methods in an Apex test class.

Course content

3 sections • 42 lectures • 8h 50m total length

Introduction to Apex Trigger4:59
Learn how to automate Salesforce processes with Apex triggers, using before and after events on standard and custom objects. Understand trigger syntax and events like before insert and after update.
Creating Apex Trigger2:43
Create an apex trigger on the account object with a before insert event, add system.debug messages, and test by inserting an account to review the logs in Salesforce.
Trigger Context Variables6:51
Explore trigger context variables such as is executing, is insert, is update, is delete, is before, is after, undelete, and the new and old lists and maps.
Before Insert Vs After Insert10:02
Explore before insert and after insert triggers for accounts, updating rating to hot or cold based on industry. Create related opportunities automatically on account insert using trigger.new data.
Before Update Vs After Update15:46
Explore before update and after update trigger events on account records, updating the description when the phone changes and syncing the new phone to related opportunities.
Before Delete Vs After Delete14:15
Implement before delete and after delete scenarios in a Salesforce Apex trigger on the employee object. Prevent deletion of active employees and update the related account's employee count after deletion.
After Undelete7:59
Learn how after undelete fires, undeleting an employee restores records, activates the employee, and updates the account's employee count through a Salesforce apex trigger flow.
All Before Events Together8:30
Apply before insert, update, and delete on the account to set rating from industry, update description when the phone changes, and block deletes of active accounts with an error.
All After Events Together17:46
Update accounts' annual revenue automatically by summing opportunity amounts on after insert, after update, and after delete using an Apex trigger and handler.
Apply Validation through Trigger5:20
Learning About Database Class & addError() Method in Apex Trigger15:37
Explore database class methods and the addError method in an apex trigger, comparing with DML and implementing try/catch to handle missing fields during account and opportunity creation.
Prevent Recursion in Trigger8:29
Learn how to prevent recursion in an Apex trigger after update by using a prevent recursion class with a static firstCall flag, so update logic runs only once.
Triggers and Order of Execution7:12
Explore triggers and order of execution in Salesforce, covering declarative and Apex automation, before/after events, validations, flows, duplicate rules, rollup summaries, and post-commit logic.

Introduction to Apex Tests7:14
Explore the Apex test class and the testing framework, learn to write unit tests in a sandbox or development org, and meet 75% code coverage for production deployments.
How to write Apex Test Class10:15
Learn to create an Apex class and its test class, use the isTest annotation, write test methods, apply System.assertEquals for validation, and review code coverage and test results.
Write positive and negative test cases in test class10:44
Demonstrates writing positive and negative test cases for an Apex class in Salesforce, using a test class to verify logic and boost code coverage with System.assertEquals.
sObjects and Apex Tests12:07
Create and test Apex classes with sObjects by building accounts and contacts, updating fields, and validating results with assertions to achieve full code coverage.
Apex Test Class for Trigger14:54
Learn to write an Apex test class for a trigger, covering insert and update, with trigger handler that copies billing to shipping when a checkbox is enabled, using bulk testing.
@TestSetup annotation in Apex Test Class12:30
TestUtility for Bulk Data Creation in Apex Tests5:49
Discover how a test utility class enables bulk data creation for Apex tests with a reusable create account records method that returns an account list and supports configurable insert behavior.

Before Insert | Populate Rating as Hot on Account Creation If Industry is Me17:07
Implement a before insert trigger on account creation to set rating to hot when industry is media or energy, with a handler class and a test class for coverage.
Before Insert | Populate Description on Opportunity Creation based on Amount11:12
Implement a before insert trigger on opportunity to auto-populate the description with 'hot opportunity' when amount is between 100k and 500k, using a handler and a test class for coverage.
Before Insert | Copy Billing Address to Shipping Address on Account Creation14:48
Learn to implement a before insert Salesforce apex trigger that copies billing address to shipping address on account creation, guarded by a copy billing to shipping checkbox.
After Insert | Create a related Contact on Account insertion12:41
Demonstrates a scenario-based Apex trigger on account after insert to create and link a related contact, with trigger handler and test class ensuring full code coverage.
After Insert | Create a related Opportunity on Account insertion11:19
Demonstrates an apex trigger on account creation that automatically creates a related opportunity via a trigger handler, links by account id, and includes a test class covering bulk inserts.
After Insert | Populate Latest Case No on Account on Case creation19:13
Create an after insert trigger on case to populate the latest case number on the related account, using a trigger handler and a test class for code coverage.
After Insert | Populate Latest Opportunity Amount on Account on Opportunity19:27
Explore a hands-on Salesforce Apex trigger scenario that updates the latest opportunity amount on the account after insert, using a trigger handler and a test class.
After Insert | Create Contact or Opportunity on user's choice when Account i20:01
Learn how to implement an Apex trigger on account creation to auto-create related contacts or opportunities based on two checkboxes, with test coverage for the trigger handler and scenarios.
Before Update | Update Description on Account when Phone field is updated17:15
Implement a before update trigger on account phone changes to update the description with old and new values, and validate the logic with a comprehensive test class for coverage.
Before Insert & Update | Copy Billing Address to Shipping Address On Account9:05
Implement a Salesforce Apex trigger and test class to copy billing to shipping on account insert and update, using trigger new and old maps to detect changes.
Before Insert & Update | Upon Account insert or update if Industry is Media10:03
Implement a Salesforce Apex trigger and test class that automatically sets account rating to hot when industry is media on insert or update, using before insert and before update.
Before Insert & Update | Upon Opportunity insert or update Populate Description15:56
Demonstrates a Salesforce Apex trigger and handler that populate opportunity descriptions on insert and update based on stage, using a common method and a test class for code coverage.
AfterUpdate | Use Map | Update related contacts on account update22:53
Update related contacts' home phone fields when an account phone changes, using a map-based after update trigger and test class to ensure bulk updates and code coverage.
After Update | Parent Child SOQL | Update related contacts on account update10:33
Demonstrates an after-update Apex trigger with parent-to-child SOQL to update related contacts' home phone when accounts change, comparing map-based and parent-to-child approaches, with test class coverage.
After Update | Map Vs Parent Child SOQL | Copy Billing to Mailing Address24:51
Apply Apex trigger techniques to copy updated account billing address to related contacts' mailing address after update, using map-based and parent-child SOQL approaches, with a test class and best-practice guidance.
After Update | Create Task on Opportunity when Stage gets updated17:04
Create a trigger and handler to generate a task on an opportunity when the stays field updates, assigned to the logged-in user or owner, with a test class for coverage.
After Update | Update related Opportunity when Account is updated18:49
Explore a hands-on Salesforce Apex trigger scenario: update an account from yes to no, automatically convert related opportunities to closed lost, with a test class to verify the behavior.
Before Delete | Custom Validation in Apex Trigger | try & catch in Test Class17:35
Demonstrates a before delete apex trigger and handler to block deleting accounts with active set to yes, plus a bulk-ready test class using try-catch to cover custom validation errors.
Before Delete | How to apply Custom Labels in Apex Trigger and Test Class6:00
Use custom labels in Apex trigger and test class to replace hardcoded messages, enabling centralized updates for account deletion alerts when active is yes across trigger and test code.
Before Update | Prevent Update of Accounts Created 7 days back from today11:40
Implement a before update trigger to prevent updates on accounts created seven days ago, show a UI error, and verify behavior with a test class handling bulk records.
Before Insert | Apply Custom Validation on Opportunity Record Creation10:21
Apply custom validation in a Salesforce Apex trigger before inserting opportunities, enforcing a non-null amount, displaying a UI error, and using a trigger handler and test class with custom labels.
Before Update | Apply Custom Validation while updating Opportunity record13:45
Enforce validation on opportunity updates by implementing a before update trigger and handler to require a close lost reason when stage moves to close lost, with a supporting test class.

Requirements

Familiarity with the Salesforce platform and the data model. This could include an understanding of objects, fields, relationships, and the Salesforce user interface.
Basic programming skills. While Apex is a proprietary language, it is similar to Java and C# in many ways. Familiarity with concepts such as variables, loops, and control structures will be helpful.
Experience with the Salesforce development environment, including the use of the Developer Console.

Description

This course is designed for Salesforce developers who want to learn about Apex Triggers, Apex Tests, and the power of custom validation in Salesforce. Whether you are a beginner or have some experience, this course will give you a solid foundation in Apex Triggers and help you become an expert.

You will learn how to create Apex Triggers, understand context variables, and master the difference between Before and After events such as Before Insert, Before Update, and Before Delete. You will also learn about the order of execution and how to prevent recursion in your triggers.

The course also covers Apex Tests and how to write positive and negative test cases in a test class. You will learn about sObjects and how to create a test class for your triggers. The course includes scenarios, such as creating related contacts, updating related opportunities, and applying custom validation on opportunity records.

We will cover many industry ready practicals, such as:

Populating the rating as "Hot" on account creation if the industry is Media or Energy
Populating the description on opportunity creation based on the amount value
Copying the billing address to the shipping address on account creation
Creating a related contact on account insertion
Creating a related opportunity on account insertion
Populating the latest case number on account on case creation
Populating the latest opportunity amount on account on opportunity creation
Creating a contact or opportunity based on the user's choice when an account is created
Updating the description on account when the phone field is updated
Copying the billing address to the shipping address on account insert or update
Updating the related contacts on account update using a map or parent-child SOQL
Creating a task on opportunity when the stage is updated
Updating the related opportunity when an account is updated
Applying custom validation in Apex Trigger and using try & catch in the test class
Applying custom labels in Apex Trigger and test class
Preventing the update of accounts created 7 days ago from today
Applying custom validation on opportunity record creation
Applying custom validation while updating an opportunity record

By the end of this course, you will have a strong understanding of Apex Triggers and Apex Tests and be able to apply custom validation in Salesforce. Sign up now and take the first step towards becoming a Salesforce trigger expert!

Who this course is for:

Salesforce administrators who want to learn how to write custom code to automate business processes or to perform custom actions when data is changed in Salesforce.
Software developers who are familiar with other programming languages and want to learn how to develop custom solutions on the Salesforce platform.
Anyone who is preparing for the Salesforce Platform Developer I certification exam, as Apex triggers and test classes are covered in the exam.
Anyone who is interested in learning how to write custom code on the Salesforce platform and ensure that it is working correctly would benefit from taking an Apex triggers and test classes course.

Salesforce Apex Trigger & Test Class: Hands-On Scenarios

What you'll learn

Explore related topics

Course content

Introduction to Apex Trigger13 lectures • 2hr 5min

Testing, Debugging and Deployment7 lectures • 1hr 14min

Scenarios: Apex Trigger and Test Class22 lectures • 5hr 32min

Requirements

Description

Who this course is for: