Salesforce Real Time Scenario: 9


Scenario: 9

Whenever a Case is created in Salesforce with a specific priority level, automatically create a Task for the Support Team to follow up within a specified timeframe. code:

// Apex trigger to create a Task for Support Team on high priority Cases trigger CreateTaskOnHighPriorityCase on Case (after insert) { // Priority level for creating a Task String highPriority = 'High'; // Change to the desired priority level // Follow-up timeframe in days Integer followUpDays = 3; // For example, follow up within 3 days // List to hold Tasks to be created List<Task> tasksToCreate = new List<Task>(); // Iterate through the newly inserted Cases for (Case newCase : Trigger.new) { // Check if the Case's Priority is high if (newCase.Priority != null && newCase.Priority == highPriority) { // Calculate the follow-up date Datetime followUpDate = System.now().addDays(followUpDays); // Create a new Task for the Support Team Task task = new Task( Subject = 'Follow-up on Case: ' + newCase.CaseNumber, WhatId = newCase.Id, ActivityDate = followUpDate, OwnerId = '005XXXXXXXXXXXXXXX' // Replace with the Support Team's User Id ); // Add the Task to the list for creation tasksToCreate.add(task); } } // Insert Tasks for high priority Cases insert tasksToCreate; }

Explanation:

  • This Apex trigger fires after new Case records are inserted (after insert).
  • It checks each inserted Case's Priority against a specified high priority level (highPriority).
  • If a Case's Priority is high, it calculates the follow-up date based on the specified timeframe (followUpDays).
  • It then creates a new Task for the Support Team, assigning it to the specified User Id (OwnerId).
  • Finally, it inserts the Tasks for high priority Cases to prompt the Support Team for follow-up.


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