Trigger Configuration Example

This guide walks you through setting up a complete end-to-end Breezz execution flow: deploying a standard Apex trigger, writing a custom Step class, configuring a Step Group, and registering a Trigger Configuration in Breezz Setup.

Step 1: Create the Apex Trigger

First, generate or write the standard Apex trigger for your target SObject (Account). You can use the code generator in Salesforce under Breezz Setup → Triggers → Generate Trigger Code.

Select Account and the Before Insert event, then deploy the following Apex trigger code via your IDE or Developer Console (Setup → Developer Console → File → New → Apex Trigger):

trigger AccountsTrigger on Account (after delete, after insert, after undelete, after update, before delete, before insert, before update) {
    forvendi.BreezzApi.TRIGGERS.handle();
}

Step 2: Create the Step Class

Create an Apex Step class extending forvendi.Step to implement field formatting logic during the Before Insert pass:

public with sharing class UppercaseNameFieldStep extends forvendi.Step {

    public UppercaseNameFieldStep() {
        // Pass the class name to enable framework reflection in logging and async execution
        super(UppercaseNameFieldStep.class.getName());
    }

    public override Boolean initRecordProcessing(Object record, Object optionalOldRecord) {
        SObject sfRecord = (SObject) record;
        String recordName = (String) sfRecord.get('Name');

        // Sanitize and format the Account Name field
        sfRecord.put('Name', String.isBlank(recordName) ? '' : recordName.trim().toUpperCase().replace(' ', '_'));

        // Return false as processing is completed synchronously within Trigger Context
        return false;
    }
}

Step 3: Create a Step Group

1. Navigate to Breezz Setup → Dashboard → Create Group (or go to Step Groups → New).
2. Enter a descriptive Name and Description (e.g., matching the target Trigger Configuration name).

Step 4: Register the Step in the Step Group

1. Open Breezz Setup → Step Groups → select your newly created group.
2. Click New Step.
3. Select UppercaseNameFieldStep as the Step Class Name, set an execution Order, and save.

Step 5: Create the Trigger Configuration

Link your Step Group to the database trigger pass:

1. Navigate to Breezz Setup → Triggers → New.
2. Fill in the parameters:
   • Object Name: Account
   • Trigger Event: Before Insert
   • Name: Autogenerated combining object and event (e.g., Account_BI), or enter a custom name.
   • Create Default Step Group: Set to No.
   • Step Group 1: Select the Step Group created in Step 3.

💡 Best Practice: Keep logic consolidated within a single Step Group whenever possible. Executing across multiple groups creates isolated cache boundaries (DataStore, ModificationContext) which can reduce performance.

Step 6: Test Trigger Execution

1. In Salesforce, open App Launcher → Accounts → New.
2. Input an Account Name (e.g., acme corporation) and click Save.

3. Verify that UppercaseNameFieldStep formatted the Account Name automatically upon saving:

💡 Related Topics:

• For details on field options and split strategies, visit Triggers.
• To write unit tests for this Step, check out How to Test Step.