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edit approved Jun 25, 2018 at 11:34
Jarvis
edit approved Jun 25, 2018 at 11:34
Jarvis
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I've got a project where I'm looking to tweak the standard lead conversion process.

Triggers and lead conversion has always been funky in past projects so I was hoping to start the design off by reviewing the order of execution, but after a long google search I'm coming up empty handed.

Anyone out there know the specific trigger order for lead conversion?

Edit: I'm not asking about trigger execution order for any object, but all the objects created in the lead conversion process. I'd think it would be something like this:

  • Lead Before Update Triggers (isConverted = false, convertedAccountId = null, convertContactId = null, convertedOpportunityId = null)
  • Account Before Insert Triggers (not fired if merged with existing account)
  • Account After Insert Triggers (not fired if merged with existing account)
  • Contact Before Insert Triggers (not fired if merged with existing contact)
  • Contact After Insert Triggers (not fired if merged with existing contact)
  • Opportunity Before Insert Triggers (not fired if no opportunity) (OpportunityContactRoles null)
  • Opportunity After Insert Triggers (not fired if no opportunity) (OpportunityContactRoles = convertedContactId)
  • Lead After Update Triggers (isConverted = true, convertedAccountId = XXX, convertedContactId = XXX, convertedOpportunityId = XXX)
  • Lead Before Update Triggers (isConverted = false, convertedAccountId = null, convertContactId = null, convertedOpportunityId = null)
  • Account Before Insert Triggers (not fired if merged with existing account)
  • Account After Insert Triggers (not fired if merged with existing account)
  • Contact Before Insert Triggers (not fired if merged with existing contact)
  • Contact After Insert Triggers (not fired if merged with existing contact)
  • Opportunity Before Insert Triggers (not fired if no opportunity) (OpportunityContactRoles null)
  • Opportunity After Insert Triggers (not fired if no opportunity) (OpportunityContactRoles = convertedContactId)
  • Lead After Update Triggers (isConverted = true, convertedAccountId = XXX, convertedContactId = XXX, convertedOpportunityId = XXX)

I've got a project where I'm looking to tweak the standard lead conversion process.

Triggers and lead conversion has always been funky in past projects so I was hoping to start the design off by reviewing the order of execution, but after a long google search I'm coming up empty handed.

Anyone out there know the specific trigger order for lead conversion?

Edit: I'm not asking about trigger execution order for any object, but all the objects created in the lead conversion process. I'd think it would be something like this:

  • Lead Before Update Triggers (isConverted = false, convertedAccountId = null, convertContactId = null, convertedOpportunityId = null)
  • Account Before Insert Triggers (not fired if merged with existing account)
  • Account After Insert Triggers (not fired if merged with existing account)
  • Contact Before Insert Triggers (not fired if merged with existing contact)
  • Contact After Insert Triggers (not fired if merged with existing contact)
  • Opportunity Before Insert Triggers (not fired if no opportunity) (OpportunityContactRoles null)
  • Opportunity After Insert Triggers (not fired if no opportunity) (OpportunityContactRoles = convertedContactId)
  • Lead After Update Triggers (isConverted = true, convertedAccountId = XXX, convertedContactId = XXX, convertedOpportunityId = XXX)

I've got a project where I'm looking to tweak the standard lead conversion process.

Triggers and lead conversion has always been funky in past projects so I was hoping to start the design off by reviewing the order of execution, but after a long google search I'm coming up empty handed.

Anyone out there know the specific trigger order for lead conversion?

Edit: I'm not asking about trigger execution order for any object, but all the objects created in the lead conversion process. I'd think it would be something like this:

  • Lead Before Update Triggers (isConverted = false, convertedAccountId = null, convertContactId = null, convertedOpportunityId = null)
  • Account Before Insert Triggers (not fired if merged with existing account)
  • Account After Insert Triggers (not fired if merged with existing account)
  • Contact Before Insert Triggers (not fired if merged with existing contact)
  • Contact After Insert Triggers (not fired if merged with existing contact)
  • Opportunity Before Insert Triggers (not fired if no opportunity) (OpportunityContactRoles null)
  • Opportunity After Insert Triggers (not fired if no opportunity) (OpportunityContactRoles = convertedContactId)
  • Lead After Update Triggers (isConverted = true, convertedAccountId = XXX, convertedContactId = XXX, convertedOpportunityId = XXX)
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Ralph Callaway
Ralph Callaway
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I've got a project where I'm looking to tweak the standard lead conversion process.

Triggers and lead conversion has always been funky in past projects so I was hoping to start the design off by reviewing the order of execution, but after a long google search I'm coming up empty handed.

Anyone out there know the specific trigger order for lead conversion?

Edit: I'm not asking about trigger execution order for any object, but all the objects created in the lead conversion process. I'd think it would be something like this:

  • Lead Before Update Triggers (isConverted = false, convertedAccountId = null, convertContactId = null, convertedOpportunityId = null)
  • Account Before Insert Triggers (not fired if merged with existing account)
  • Account After Insert Triggers (not fired if merged with existing account)
  • Contact Before Insert Triggers (not fired if merged with existing contact)
  • Contact After Insert Triggers (not fired if merged with existing contact)
  • Opportunity Before Insert Triggers (not fired if no opportunity) (OpportunityContactRoles null)
  • Opportunity After Insert Triggers (not fired if no opportunity) (OpportunityContactRoles = convertedContactId)
  • Lead After Update Triggers (isConverted = true, convertedAccountId = XXX, convertedContactId = XXX, convertedOpportunityId = XXX)

I've got a project where I'm looking to tweak the standard lead conversion process.

Triggers and lead conversion has always been funky in past projects so I was hoping to start the design off by reviewing the order of execution, but after a long google search I'm coming up empty handed.

Anyone out there know the specific trigger order for lead conversion?

I've got a project where I'm looking to tweak the standard lead conversion process.

Triggers and lead conversion has always been funky in past projects so I was hoping to start the design off by reviewing the order of execution, but after a long google search I'm coming up empty handed.

Anyone out there know the specific trigger order for lead conversion?

Edit: I'm not asking about trigger execution order for any object, but all the objects created in the lead conversion process. I'd think it would be something like this:

  • Lead Before Update Triggers (isConverted = false, convertedAccountId = null, convertContactId = null, convertedOpportunityId = null)
  • Account Before Insert Triggers (not fired if merged with existing account)
  • Account After Insert Triggers (not fired if merged with existing account)
  • Contact Before Insert Triggers (not fired if merged with existing contact)
  • Contact After Insert Triggers (not fired if merged with existing contact)
  • Opportunity Before Insert Triggers (not fired if no opportunity) (OpportunityContactRoles null)
  • Opportunity After Insert Triggers (not fired if no opportunity) (OpportunityContactRoles = convertedContactId)
  • Lead After Update Triggers (isConverted = true, convertedAccountId = XXX, convertedContactId = XXX, convertedOpportunityId = XXX)
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Saariko
Saariko
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I've got a project where I'm looking to tweak the standard lead conversion process. Triggers

Triggers and lead conversion has always been funky in past projects so I was hoping to start the design off by reviewing the order of execution, but after a long google search I'm coming up empty handed. Anyone

Anyone out there know the specific trigger order for lead conversion?

I've got a project where I'm looking to tweak the standard lead conversion process. Triggers and lead conversion has always been funky in past projects so I was hoping to start the design off by reviewing the order of execution, but after a long google search I'm coming up empty handed. Anyone out there know the specific trigger order for lead conversion?

I've got a project where I'm looking to tweak the standard lead conversion process.

Triggers and lead conversion has always been funky in past projects so I was hoping to start the design off by reviewing the order of execution, but after a long google search I'm coming up empty handed.

Anyone out there know the specific trigger order for lead conversion?

Source Link
Ralph Callaway
Ralph Callaway
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  • 116
  • 195