Trigger: Update Contact lookup field from other lookup field on Contact object

Question

Hi I am an admin not a developer but my boss asked this request and I am reaching out for help.

On the contact object I have a field named S_Rapport__c and it is a user lookup field. There is also a field S_Rapport_inactive__c that is a formula field, if the user is active then it populates Active. Then I have a field named S_Caller__c that is a user lookup.

I need the trigger to: If S_Caller__c is blank then populate the field with the value in S_Rapport__c as long as S_Rapport_inactive__c equals Active.

Any help is appreciated. Thanks!

Answer 1

Welcome to SFSE. If you are new to SalesForce development then the SalesForce Workbooks are a great place to start learning how to develop in Apex.

The code below should do what you are looking for but have a look at the workbooks as well.

trigger ContactBeforeTrigger on Contact (before insert, before update) {
    for (Contact c : Trigger.new) {
        if (c.S_Caller__c == null && c.S_Rapport_inactive__c == 'Active') {
            c.S_Caller__c = c.S_Rapport__c;
        }
    }