Triggers

Role:

Salesforce Administrator

Salesforce triggers power Guided Selling by automating processing when users create, update, or delete records; you can enable or disable them per object type to control sequence behavior. You may need to disable them temporarily to troubleshoot issues or perform bulk data operations.

How Triggers work

Triggers are the way Guided Selling automates processing logic when a Salesforce user creates, updates, or deletes records. If the Salesforce user doesn’t have the proper permission sets assigned, the triggers will not perform any processing. The triggers must also be enabled in the Sequence Settings section of the app, for each type of object.

Trigger operations

Here are some examples of operations that Guided Selling may perform from triggers:

Associate participants to automatic sequences
Exit participants from manual or automatic sequences
Update ownership of participant actions

Disabling triggers

If a trigger is disabled for an object type in Sequence Settings, batch processing for that object type will also be disabled. Disabling all triggers will prevent most automatic processing done by Guided Selling, effectively “turning off” Guided Selling. Users may still perform actions from Engage even though triggers are disabled.

When to disable triggers

You may need to disable triggers temporarily to:

Troubleshoot issues with sequence processing
Perform bulk data operations without triggering sequence logic
Resolve conflicts with other Salesforce automation
Address performance issues

Only disable triggers when necessary and re-enable them as soon as possible. Disabled triggers will prevent automatic sequence processing.

Best practices

Keep triggers enabled during normal operations
Only disable triggers when troubleshooting or performing maintenance
Re-enable triggers immediately after completing maintenance
Test trigger behavior in a sandbox environment before making changes
Monitor trigger performance and adjust as needed

Last updated on February 23, 2025