Salesforce Development

Trigger to Automatically Submit Record for Approval

Use Case:

You want all new records for an object to be submitted to an Approval Process, but you do not want to rely on users to manually click the ‘Submit for Approval’ button after creating the record.


After creating and testing a new Approval Process (Setup / App Setup / Create / Workflow & Approvals / Approval Processes), implement this simple Apex Trigger (the following example is for the Account object). You will also need to create a test method to ensure code coverage if your current production Apex Classes do not provide adequate coverage. Developers may also want to add try / catch statements to ensure that exceptions are caught and handled properly. and its Implications for Technology Service Delivery Models

For years, the rallying cry for the CIO has been to align IT with “The Business.”  This presupposes that there is a wall between IT and other functions and processes within an organization, which of course we know to be the case. While nearly every business function that lives in its own silo has challenges integrating with other functions within the organization, IT has been particularly challenged because of the technology-centric reality of its world; while other functions may not necessarily have a direct impact on the value chain, IT is often viewed as being completely disconnected from it in many organizations.

Technology vendors have long targeted the CIO with messaging that implies an understanding of ITs alignment pain, and they have offered myriad remedies for closing the gap between IT and the underlying business processes that create value in an organization. Everything from enterprise applications to network management tools have promised to lead beleagured CIOs to the Shangri-La of “IT-Business-Alignment.”  Ironically, the technology with the most promise for bridging the IT-business divide has been right here under our noses, but only a relative handful of visionary organizations have embraced it to drive business value.

So if the technology is here, why haven’t the barriers between IT and value-creating business processes crumbled like the Berlin Wall? Tip: ‘New’ Button Override to Assign VisualForce Page to Specific Record Type Using Native Apex Code

You’ve probably come across this before…you need to create a custom VisualForce page for a specific Record Type, but overriding the ‘New’ or ‘Edit’ button seems to be an all-or-nothing proposition (i.e. you can do a single VisualForce page and embed the Page Layout using Apex:Detail, but you can’t mix custom pages with standard Page Layouts). We came across this recently at Delivered Innovation, and we want to share our solution with the community. This specific example involves the Salesforce Case object, but can be applied to any Standard or Custom Object.

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