Dynamic Control of Automations on Salesforce

This is chapter three of this saga, and we will show you how to use Custom Settings for Dynamic Control of Automations on Salesforce.

Custom Settings

Custom settings are like custom objects and enable application developers to create custom sets of data, as well as create and associate custom data for an organization, profile, or specific user. All custom settings data is exposed in the application cache, which enables efficient access without the cost of repeated queries to the database. This data is then available for formula fields, validation rules, flows, Apex, and the SOAP API.

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We will create a list “Custom Setting” for triggers and Hyperarchy for Validation Rules (Figure 1).

[Figure 1: Custom Setting]

For Apex Triggers

I will suppose the needed control apex, validation rules automation independent each from another, so for that the first step will be create 2 different “Custom Settings”.

Add some records, one records for each trigger we want to control.

[Figure 3: List of triggers that need control]

[Figure 4: AccountTrigger custom setting record example active true]

Next it is required to create an apex trigger class related to the object we would like to control the automation, in this case was created for “Opportunity” object.

[Figure 5: Trigger for Opportunity object]

For order you code, it’s a good practice if you use and extra class for add method related to query your “Custom Setting” status. For this example, I created “Utility” class with the method isTriggerActive.

[Figure 6: Utility class for query Custom Setting status]

For Validation Rules

Go to “Setup” -> “Custom Setting” and create “Validation Handler” setting.

[Figure 7: Validation Rule Custom Setting]

After creating click on “Manage” and add one records for “System Administrator” profile with rules deactivated and another one for a “Sales” profile with check box active. With this configuration, any rule should be bypassed for any user with “System Administrator” profile when we check into conditional formula.

Setting details

Create validation rule on opportunity object using on conditional out setting create on the previous step.

Previous Chapter “Custom Metadata Types”: Dynamic Control of Automations on Salesforce (chapter 2 of 3)

Note: You could check all the metadata and code I used for this example on this repository on github: cristiaan30033/Salesforce-Dynamic-Control-of-Automations: Examples how to implements controls for triggers, validations rules, etc. on salesforce platform (github.com)

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June 12, 2024

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Dynamic Control of Automations on Salesforce (chapter 3 of 3)

Dynamic Control of Automations on Salesforce