Day 04 – Create a Task Automatically When an Opportunity Is Created | Salesforce Apex Triggers |
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Day 04 – Create a Task Automatically When an Opportunity Is Created | Salesforce Apex Triggers |
17 просмотров · 2 нед. назад
CodeIsha Training Centre
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17 просмотров · 2 нед. назад
In this tutorial, you will learn how to automatically create a Task whenever a new Opportunity is created in Salesforce using an Apex Trigger.
Instead of manually creating follow-up Tasks for every Opportunity, we will automate the process using Apex Trigger logic.
What You Will Learn in This Video
How to create an Apex Trigger on the Opportunity object
Why we use the `after insert` trigger event
How to access new records using `Trigger.new`
How to create Task records using Apex
How to relate a Task to an Opportunity using `WhatId`
How to set Task Subject, Due Date, Status, and Priority
How to use a List to store multiple Task records
Learn Salesforce Apex Triggers step by step through practical business requirements, coding demonstrations, and real-world examples.
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