To implement the requirement of setting the Status to New
and Priority to Medium
whenever a Case is created with the origin as Email
, you can write an Apex Trigger in Salesforce. Here's how you can do it:
trigger SetCaseFieldsOnEmailOrigin on Case (before insert) {
for (Case cs : Trigger.new) {
if (cs.Origin == 'Email') {
cs.Status = 'New';
cs.Priority = 'Medium';
}
}
}
Key Points of the Trigger
Trigger Type:
- The trigger is defined for the
before insert
event because we need to modify the values of theStatus
andPriority
fields before the record is saved to the database.
- The trigger is defined for the
Condition:
- The
if
statement checks if theOrigin
of the case isEmail
.
- The
Field Updates:
- The
Status
andPriority
fields are updated directly on theCase
records in theTrigger.new
list.
Best Practices
Bulkification:
- The trigger is inherently bulkified as it iterates over the
Trigger.new
list to handle multiple case records.
- The trigger is inherently bulkified as it iterates over the
Testing:
- Write test classes to cover the functionality of this trigger.
@isTest
private class SetCaseFieldsOnEmailOriginTest {
@isTest
static void testSetCaseFieldsOnEmailOrigin() {
// Create a case with origin as 'Email'
Case testCase = new Case(
Origin = 'Email',
Subject = 'Test Case',
Description = 'Testing email origin trigger'
);
insert testCase;
// Query the inserted case
Case insertedCase = [SELECT Status, Priority FROM Case WHERE Id = :testCase.Id];
// Assert the Status and Priority
System.assertEquals('New', insertedCase.Status, 'Status should be set to New');
System.assertEquals('Medium', insertedCase.Priority, 'Priority should be set to Medium');
}
}