Salesforce Apex Trigger Scenario based Interview Questions

Ready to nail your Salesforce Apex Trigger interview? Let’s dive into Apex Trigger scenario-based interview questions to boost your skills and ace that interview. Here’s how to handle common scenarios effectively during your prep.

Business Use Case:

In a customer support environment, efficient communication and follow-up are crucial for resolving cases promptly. However, sometimes cases are created without a designated primary contact associated with the account. In such scenarios, it’s important to ensure that follow-up actions are still taken to address the issue effectively.

Functional Requirements:

Primary Contact Assignment: Identify cases without a primary contact and assign the most recent primary contact from the associated account.
Event Creation: Automatically create follow-up events for these cases, scheduled for a specified timeframe from the current date.

Code

Trigger

trigger caseTrg on Case (before insert)
{
if(trigger.isBefore && trigger.isInsert)
{
CaseTriggerHandler.trgMethod(trigger.new);
}
}

Handler Class

public class CaseTriggerHandler
{
public static void trgMethod(List<Case> newCaseList)
{
Set<Id> parentAccountIds = new Set<Id>();
Map<Id,Contact> conMap = new Map<Id,Contact>();
List<Event> eventList = new List<Event>();

if(!newCaseList.isEmpty())
{
for(Case newCase : newCaseList)
{
if(newCase.AccountId != null)
{
parentAccountIds.add(newCase.AccountId);
}
}
}

if(!parentAccountIds.isEmpty())
{
for(Contact con : [Select Id,AccountId,Primary_Contact__c from Contact where AccountId IN : parentAccountIds
and Primary_Contact__c = true order by LastModifiedDate desc limit 1])
{
conMap.put(con.AccountId,con);
}
System.debug('Contact map --> '+conMap.values());
for(Case csRcd : newCaseList)
{
if(!conMap.isEmpty() && conMap.containsKey(csRcd.AccountId) && csRcd.ContactId == null )
{
Contact conRcd = conMap.get(csRcd.AccountId);
csRcd.ContactId = conRcd.Id;

Datetime currentDateTime = Datetime.now();

Datetime startDateTime = currentDateTime.addDays(3);
Datetime endDateTime = startDateTime.addHours(3);

Event ev = new Event();
ev.Subject = csRcd.Subject;
ev.WhoId = conRcd.Id;
ev.StartDateTime = startDateTime;
ev.EndDateTime = endDateTime;
eventList.add(ev);
}
else
{
csRcd.addError('There is no primary contact present on selected account');
}
}
}
if(!eventList.isEmpty())
{
insert eventList;
}
}
}

Business Use Case:

In a sales organization, managing relationships between opportunities and contacts is vital for successful deal closure. The Opportunity Contact Role object in Salesforce allows linking contacts to opportunities and specifying their roles in the sales process. Ensuring accurate and efficient management of these roles is crucial for effective sales operations.

Functional Requirements:

Preventing Role Assignment on Closed Opportunities: Users should not be allowed to assign contact roles to opportunities that are already closed, as it’s unnecessary and could lead to data inconsistency.
Avoiding Duplicate Contact Roles: Duplicate contact roles on the same opportunity should be prevented to maintain data integrity and avoid confusion.

Code

Trigger

trigger ocrTrigger on OpportunityContactRole (before insert)
{
if(trigger.isBefore && trigger.isInsert)
{
OppConRoleHandler.trgMethod(trigger.new);
}
}

Handler Class

public class OppConRoleHandler
{
public static void trgMethod(List<OpportunityContactRole> newRecordList)
{
Set<Id> oppIds = new Set<Id>();
Set<Id> conIds = new Set<Id>();
Map<Id,Opportunity> oppMap = new Map<Id,Opportunity>();
Map<String,OpportunityContactRole> existingRolesMap = new Map<String,OpportunityContactRole>();

if(!newRecordList.isEmpty())
{
for(OpportunityContactRole ocr : newRecordList)
{
if(ocr.OpportunityId != null)
{
oppIds.add(ocr.OpportunityId);
}
if(ocr.ContactId != null)
{
conIds.add(ocr.ContactId);
}
}
}

for(Opportunity opp : [Select Id,IsClosed from Opportunity where Id IN : oppIds])
{
oppMap.put(opp.Id,opp);
}

for(OpportunityContactRole existingRole : [Select Id,ContactId,OpportunityId from OpportunityContactRole
where ContactId IN : conIds and OpportunityId IN : oppIds])
{
existingRolesMap.put(existingRole.OpportunityId+'-'+existingRole.ContactId,existingRole);
}

for(OpportunityContactRole ocrRecord : newRecordList)
{
Opportunity opp = oppMap.get(ocrRecord.OpportunityId);

if(opp.IsClosed)
{
ocrRecord.addError('Cannot create Opportunity Contact Role on a closed Opportunity');
}
String key = ocrRecord.OpportunityId+'-'+ocrRecord.ContactId;

if(existingRolesMap.containsKey(key))
{
ocrRecord.addError('Contact role already exists on the opportunity');
}
}
}
}

Trigger Scenario Based Questions in Salesforce

Business Use Case:

A company uses Salesforce to manage their sales processes. They have a requirement to automatically update contact roles on opportunities when the type of opportunity changes. This is to ensure that the appropriate contacts are associated based on the type of opportunity.

Code

Trigger

trigger oppTrg on Opportunity (after update)
{
if(trigger.isAfter && trigger.isUpdate)
{
OpportunityTriggerHandler.trgMethod(trigger.new,trigger.oldMap);
}
}

Handler Class

public class OpportunityTriggerHandler
{
public static void trgMethod(List<Opportunity> newList,Map<Id,Opportunity> oldMap)
{
Set<Id> parentAccIds = new Set<Id>();
Opportunity oldOpp = new Opportunity();
Map<Id,String> oppTypeMap = new Map<Id,String>();
Map<String,Contact> conTypeMap = new Map<String,Contact>();
Contact conRcd = new Contact();
List<OpportunityContactRole> ocrList = new List<OpportunityContactRole>();

if(!newList.isEmpty())
{
for(Opportunity newOpp : newList)
{
if(oldMap != null)
{
oldOpp = oldMap.get(newOpp.Id);

if(newOpp.AccountId != null && oldOpp.Type != newOpp.Type)
{
parentAccIds.add(newOpp.AccountId);
oppTypeMap.put(newOpp.Id,newOpp.Type);
}
}
}
}

if(!parentAccIds.isEmpty())
{
for(Contact relatedCon : [Select Id,Type__c,AccountId from Contact where AccountId IN : parentAccIds])
{
conTypeMap.put(relatedCon.Type__c,relatedCon);
System.debug('Inside contact map');
}

if(!newList.isEmpty())
{
for(Opportunity opp : newList)
{

conRcd = conTypeMap.get(opp.Type);
System.debug('Inside contact record');

if(conRcd != null)
{
System.debug('Contact record not equal null'+conRcd.Id);
OpportunityContactRole ocr = new OpportunityContactRole();
ocr.OpportunityId = opp.Id;
ocr.ContactId = conRcd.Id;
ocrList.add(ocr);
}
else
{
System.debug('Inside error');
opp.addError('No contact found with the type '+opp.Type);
}
}
}

if(!ocrList.isEmpty())
{
List<OpportunityContactRole> ocrToDelete = [Select Id,OpportunityId,ContactId from OpportunityContactRole where OpportunityId IN : oppTypeMap.keyset()];

delete ocrToDelete;
insert ocrList;
}
}
}
}

Business Use Case:

Your company is seeking to optimize its customer support processes by implementing an automated escalation system for critical cases. Currently, there is a need to swiftly identify cases requiring escalation and ensure timely follow-up actions. Your team has been tasked with developing a solution that triggers the creation of follow-up tasks for primary contacts associated with escalated cases. This solution aims to streamline communication and resolution processes, ultimately improving customer satisfaction and service efficiency

Code

Trigger

trigger caseTrg on Case (after update)
{
if(trigger.isAfter && trigger.isUpdate)
{
CaseTriggerHandler.trgMethod(trigger.new,trigger.oldMap);
}
}

Handler Class

public class CaseTriggerHandler
{
public static void trgMethod(List<Case> newCaseList,Map<Id,Case> oldCaseMap)
{
Set<Id> parentAccIds = new Set<Id>();
Case oldCase = new Case();
List<Task> taskList = new List<Task>();

if(!newCaseList.isEmpty())
{
for(Case newCase : newCaseList)
{
if(oldCaseMap != null)
{
oldCase = oldCaseMap.get(newCase.Id);

if(newCase.AccountId != null && newCase.Escalation_Required__c == true
&& oldCase.Escalation_Required__c == false)
{
parentAccIds.add(newCase.AccountId);
}
}
}
}

if(!parentAccIds.isEmpty())
{
List<Contact> relatedAccCon = [Select Id,AccountId,Primary_Contact__c from Contact where AccountId IN :
parentAccIds and Primary_Contact__c = true order by LastModifiedDate limit 1];

if(!relatedAccCon.isEmpty())
{
for(Contact relatedCon : relatedAccCon)
{
Task tsk = new Task();
tsk.Subject = 'Follow up task';
tsk.WhoId = relatedCon.Id;
tsk.Status = 'Not Started';
tsk.Priority = 'High';
tsk.Description = 'This task is related to case';
taskList.add(tsk);
}
}
if(!taskList.isEmpty())
{
insert taskList;
}
}
}
}

Business Use Case:

Our company aims to enhance account management within our Salesforce instance. We require a solution that automatically updates a custom field, “Max_Opportunity_Amount__c,” on the Account object whenever related Opportunities are modified. This update should reflect the maximum Opportunity amount associated with each Account. Additionally, the update should occur whenever an Opportunity is inserted, updated, deleted, undeleted, or closed. This functionality aims to provide our sales team with real-time insights into the most significant opportunities within each account, thereby optimizing their strategic decision-making and fostering stronger client relationships.

Code

Trigger

trigger oppTrg on Opportunity (after insert,after Delete,after Update,after Undelete)
{
if(trigger.isAfter && (trigger.isInsert || trigger.isUndelete))
{
OpportunityTriggerHandler.trgMethod(trigger.new,null);
}
else if(trigger.isAfter && trigger.isUpdate)
{
OpportunityTriggerHandler.trgMethod(trigger.new,trigger.oldMap);
}
else if(trigger.isAfter && trigger.isDelete)
{
OpportunityTriggerHandler.trgMethod(trigger.old,null);
}
}

Handler Class

public class OpportunityTriggerHandler
{
public static void trgMethod(List<Opportunity> newOppList,Map<Id,Opportunity> oldOppMap)
{
Set<Id> accIds = new Set<Id>();
Opportunity oldOpp = new Opportunity();
List<Account> listToUpdateAcc = new List<Account>();

if(!newOppList.isEmpty())
{
for(Opportunity newOpp : newOppList)
{
if(oldOppMap != null)
{
oldOpp = oldOppMap.get(newOpp.Id);

if(oldOpp.AccountId != newOpp.AccountId )
{
accIds.add(oldOpp.AccountId);
accIds.add(newOpp.AccountId);
}
else
{
accIds.add(newOpp.AccountId);
}
}
else
{
accIds.add(newOpp.AccountId);
}
}
}

if(!accIds.isEmpty())
{
List<Account> accList = [Select Id,Description from Account where Id IN : accIds];
Map<Id,Decimal> maxOppMap = new Map<Id,Decimal>();
List<Opportunity> oppList = [Select Id,Amount,AccountId,IsClosed from Opportunity where AccountId IN : accIds
and IsClosed = true];
Decimal maxAm = 0;

if(!oppList.isEmpty())
{
for(Opportunity relatedOpp : oppList)
{
if(relatedOpp.Amount > maxAm)
{
maxOppMap.put(relatedOpp.AccountId,relatedOpp.Amount);
maxAm = relatedOpp.Amount;
}
}
}

for(Account acc : accList)
{
acc.Max_Opportunity_Amount__c = maxOppMap.containsKey(acc.Id) ? maxOppMap.get(acc.Id) : 0;
listToUpdateAcc.add(acc);
}

if(!listToUpdateAcc.isEmpty())
{
update listToUpdateAcc;
}
}
}
}

With these scenario-based interview questions in your arsenal, you’re set to shine in your Salesforce Apex Trigger interview. Keep practicing, stay confident, and showcase your problem-solving skills. You’ve got this!

Checkout more scenarios –

30 Salesforce Apex Trigger Examples – Part 1

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Salesforce Apex Trigger Scenario based Interview Questions

Business Use Case:

Functional Requirements:

Business Use Case:

Functional Requirements:

Business Use Case:

Business Use Case:

Business Use Case:

Badal Chaudhary

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Salesforce Apex Trigger Scenario based Interview Questions

Business Use Case:

Functional Requirements:

Business Use Case:

Functional Requirements:

Business Use Case:

Business Use Case:

Business Use Case:

Badal Chaudhary

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