Conga Product Documentation

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Implementing the custom trigger

  1. Navigate to Salesforce Setup.
  2. Under the Objects and Fields section, click Object Manager.
  3. Choose the parent process object's child object. For example, if the process object is Opportunity and the drilled-down criteria are on the opportunity product, select Opportunity Product in the Object Manager.
  4. Click Triggers.
  5. Create New to create a new trigger.
  6. Delete the pre-existing code.
  7. Copy the code below, paste it into the new trigger, and replace the text in the square brackets with the child and parent objects; then click Save.
    [NameOfTrigger (can be named anything)]>[ChildObject_API_Name](after insert, after update, before delete){ Set<Id parentObjectIds = new Set<Id (); [ChildObject_API_Name] childObjects = Trigger.isDelete ? Trigger.old : Trigger.new; [ChildObject_API_Name] childObject : childObjects){ [ParentObject_Lookup_Field]); } FSTR.ForceReevaluateSrvc.forceReevaluatePreFuture(parentObjectIds); }