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Salesforce Automation Tasks Overview

The document outlines several tasks related to Salesforce development, including creating address fields in opportunities, writing triggers for account updates and email notifications, linking contacts to accounts based on email domains, categorizing accounts based on salary, and ensuring default line items are created for opportunities. Additionally, it mentions concatenating opportunity and account names and prefixing account first names with 'Dr.' when accounts are created or updated. Some tasks are marked as completed, while others require implementation.

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roxxproduction
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7 views1 page

Salesforce Automation Tasks Overview

The document outlines several tasks related to Salesforce development, including creating address fields in opportunities, writing triggers for account updates and email notifications, linking contacts to accounts based on email domains, categorizing accounts based on salary, and ensuring default line items are created for opportunities. Additionally, it mentions concatenating opportunity and account names and prefixing account first names with 'Dr.' when accounts are created or updated. Some tasks are marked as completed, while others require implementation.

Uploaded by

roxxproduction
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd

Task1:

Make two address fields in opportunity , correspondence address and permanent address. We have
to fill both the fields with different addresses, if anyone of them is empty then generate message,
and if the checkbox is selected then both the addresses should be same.

Task2:

Write a trigger on Account when an account is update when account type changes send an email to
all its contacts that your account information has been changed.

Subject: Account Update Info

Body: Your account information has been updated successfully.

Task3:

Contact having the email field and extract the domain name and check the domain is exist in
account, if exist then link the contact to account. Make a test class for this.

Task4:

Account having a salary field and category field, in category field we have a slab of salaries which
indicate the category. Salary will decide the category of the user. (Like, salary is below or equal to
10,000 D category is selected, if salary is in between 10,000 to 30,000 C category is selected.)

Task5:

Concatenate Opportunity Name And Accout Name. DONE

Task6:

Write a trigger on Opportunity, when an Opportunity will be inserting an Opportunity Line Item
should be insert by default with any of the Product associated with Opportunity.

Task7:

Prefix Account first name with Dr. when new Account is created or Account updated. DONE

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