What’s supplied out the box?
PhoneTools comes packaged with triggers for the following objects:
- Account
- Contact
- Lead
This means that if you’re only screening fields on the above objects, there is no requirement to add a custom trigger to your organization and you’re ready to move on to the next step.
If you plan to use PhoneTools on another object, continue reading.
Creating a trigger
We’ve made it as straightforward as possible to add a custom trigger to any object in Salesforce allowing you to start screening any phone field against the TPS and CTPS databases.
- Go to
Setup
. - Navigate to
Object Manager
. - Locate the Object you want to create the trigger for.
- Select
Triggers
andNew
. - Paste the following code snippet into the box provided.
Trigger PhoneToolsPhoneNumberUpdate_OBJECTLABEL on OBJECTAPI (before update) {
pw_pss.PhoneNumberUpdateHelper.ProcessUpdate('OBJECTAPI', Trigger.oldMap, Trigger.newMap);
}
- Replace
OBJECTLABEL
with the label name of the object you’re creating the trigger for. - Replace
OBJECTAPI
with the API name of the object you’re creating the trigger for. - Select
Save
.
Note: to deploy a custom trigger to production, you may be required to provide code coverage to the trigger. To do this, you will need to create an apex test to insert a record to the object you created a trigger on.