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Best Practices for APEX Triggers

Best Practices for APEX Triggers

1. Bulkified Triggers:

Bulkifying triggers means writing apex triggers using bulk design pattern so that triggers have better performance and consume less server resources.

As a result of it bulkified code can process large number of records efficiently and run within governor limits on force.com platform.

The main characteristics of bulkified code is:

  1. Operating on all records of trigger.
  2. Performing SOQL & DML on collections of sObjects instead of single sObject at a time.
  3. Using maps to hold query results organized by record id. Avoid query within a query and save records in map which later can be accessed through map rather than using SOQL.
  4. Using Sets to isolate distinct records.

trigger ApexTrigger on Lead (before insert) 

{

    /**** Bulkified Triggers ****/

    Lead l = Trigger.new[0]; // will only update the value for first record

    l.Rating = ‘Warm’; //Avoid using Triggers like this

    //Always use Triggers in Bulkified form

    for(Lead l : Trigger.new) // will iterate through all the new records

    { 

        l.Rating = ‘Warm’;

    }

}

Bulkified Triggers – Coding practices:

Example 1:

Avoid creating Triggers that work only for individual records but not for entire datasets:

trigger testTrigger on Acount__c (before insert) {

Acount__c acc = Trigger.New[0]; 

acc.Address__c = ‘Temporary Address’;

}

Create Triggers that use loops to help iterate over a list of records within a transaction:

trigger testTrigger on Acount__c (before insert) {

    integer i = 1;

    for(Acount__c acc : Trigger.new){ 

acc.Address__c = ‘Test Address ‘+i;

        i++;

}

}

Example 2:

In this code, let’s assume 200 Account records are updated, so the “for” loop would iterate over 200 records.

trigger BranchTrigger on Branch__c (before update) {

    for(Branch__c br : Trigger.new){ 

List<Acount__c> accList = [SELECT Name, Account_Name__c, Address__c, 

Balance__c FROM Acount__c 

WHERE Acount_of_Branch__c = :br.id]; 

System.debug(accList);

         // Perform specified logic with queried records

}

}

Now let’s look at a good example of querying bulk data and iterating it.

trigger BranchTrigger on Branch__c (before update) {

    List<Acount__c> accList = [SELECT Name, Account_Name__c, Address__c, 

Balance__c FROM Acount__c 

WHERE Acount_of_Branch__c IN :Trigger.New];

System.debug(accList);

    for(Acount__c acc : accList){ 

         // Perform specified logic with queried records

}

}

Example 3:

DML statements are also bound by Governor Limits; you can call only 150 DML operations in a transaction.

trigger BranchTrigger on Branch__c (before update) {

    List<Acount__c> accList = [SELECT Name, Account_Name__c, Address__c, 

Balance__c FROM Acount__c 

WHERE Acount_of_Branch__c IN :Trigger.New];

System.debug(accList);

    integer i = 0;

    for(Acount__c acc : accList){ 

        acc.Address__c = ‘Test Address ‘+i;

        i++;

        update acc;

}

}

Let’s look a correct coding example where we have instantiated another Account object list called “accToUpdate.”

trigger BranchTrigger on Branch__c (before update) {

      List<Acount__c> accToUpdate = new List<Acount__c>();

List<Acount__c> accList = [SELECT Name, Account_Name__c, Address__c, 

Balance__c FROM Acount__c 

WHERE Acount_of_Branch__c IN :Trigger.New];

System.debug(accList);

    integer i = 0;

    for(Acount__c acc : accList){ 

        acc.Address__c = ‘Test Address ‘+i;

        i++;

        accToUpdate.add(acc);

}

if(!accToUpdate.isEmpty()){

update accToUpdate; 

}

}

2. Trigger Helper Class Pattern:

According to “Best Practices” suggested by Salesforce, we should always use a Helper Class (Apex Class) with a Trigger.

It is a design pattern which makes it easy to maintain the code in the long term.

Common Avoidable Practice:

Salesforce record changes → Trigger containing all the performing code, executes → End

Best Practice:

Salesforce record changes → Trigger calls out to one or multiple classes → Class contains the performing code which executes → End

Example:

Let’s understand the concept of Trigger Helper Class Pattern with an example of a Trigger on Account object, which fires for all the Trigger events.

trigger accUpdate on Account (before insert, after insert, before update, after update)

{

if(Trigger.isBefore)

{

If(Trigger.isInsert) {

// execute first trigger

AccTriggerHelper.firstMethod(Trigger.new);

// execute second trigger

AccTriggerHelper.secondMethod(Trigger.new);

// both of these trigger will follow the execution order

}

Else if(Trigger.isUpdate)

{

// write the code for before update

}

Else if(Trigger.isDelete)

{

// write the code for before delete

}

Else if(Trigger.isUndelete)

{

// write the code for before undelete

}

}

Else if(Trigger.isAfter)

{

If(Trigger.isInsert)

{

// write the code for after insert

}

Else if(Trigger.isUpdate)

{

// write the code for after update

}

Else if(Trigger.isDelete)

{

// write the code for after delete

}

Else if(Trigger.isUndelete)

{

// write the code for after undelete

}

}

}

Handling Recursion in Triggers:

Recursion in Triggers happens when a Trigger is called repeatedly, resulting in an infinite loop.

To counter recursion, we need to:

  1. Create another class called RecursiveTriggerHandler.
  2. Make use of “Static” variables.

Example:

public class RecursiveTriggerHandler { 

public static Boolean isFirstRun = true; 

}

trigger BranchTrigger on Branch__c (before update) {

  if(RecursiveTriggerHandler.isFirstRun){ 

RecursiveTriggerHandler.isFirstRun = false;

// Call Helper Class method

BranchTriggerHelper.firstMethod(Trigger.new);

}

The first instance of the Trigger is run and if this variable is true, the logic in the Helper Class executes.

Other Best Practices for writing triggers:

  1. Always create only one Trigger per object.
  2. Create logic-less Triggers and use Helper Class Design Pattern in which the helper class will contain all the logic.
  3. Create context-specific handler methods in the Helper Class.
  4. Bifurcate “insert” and “update” Trigger logic contexts and create two different methods in the Trigger’s helper class.

Example:

trigger PositonTrigger on Position__c (after insert, after update) { 

if(Trigger.isAfter && Trigger.isInsert) { PositionTriggerHandler.handleAfterInsert(Trigger.new); 

} else if(Trigger.isAfter && Trigger.isUpdate) { PositionTriggerHandler.handleAfterUpdate(Trigger.new, Trigger.old); 

}

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