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In Which Sequence Trigger and Automation Rules run in Salesforce.com?
In Which sequence Trigger and Automation Rules run in Salesforce.com?
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2 Replies
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The following is the order Salesforce logic is applied to a record.
Old record loaded from database (or initialized for new inserts)
New record values overwrite old values
System Validation Rules
All Apex “before” triggers
Custom Validation Rules
Record saved to database (but not committed)
Record reloaded from database
All Apex “after” triggers
Assignment rules
Auto-response rules
Workflow rules
Escalation rules
Parent Rollup Summary Formula value updated (if present)
Database commit
Post-commit logic (sending email)
Additional notes: There is no way to control the order of execution within each group above. -
Adding some points:
Assignment rules run when:
An API client inserts a Lead and specifies an AssignmentRuleHeader. This is typical for Marketing Automation Systems like HubSpot or Marketo.
A DML statement is executed that includes DmlOptions with property AssignmentRuleHeader set.
The user clicks ‘assign using active assignment rules’ on the OOTB Lead edit page.
These three rules tell SFDC to execute assignment rules. Just doing a DML insert without any AssignmentRuleHeader set explicitly or implicitly does not run the assignment rules.Thanks
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