Could you please help me in migrating below Trigger to Flow/PB if that is possible -
trigger limitCreationsFromZoominfo on Contact (before insert) {
//This trigger limit to 25 the number of contacts that can be created from Zoominfo per person per month (#7692)
//We can detect that the Contact comes from Zoominfo because: LeadSource = "Zoominfo"
//We need to filter the existing contacts (for the count operation) using the fields:
// CreatedBy = <same user>
// CreatedDate = <in the last 30 days>
// LeadOrigin = "Zoominfo"
// Users with roles "System Administrator", "Denodo Systems Integration" or "Operations Supervisor" should not be affected by this rule.
Id profileId = UserInfo.getProfileId();
String profileName=[Select Id, Name from Profile where Id=:profileId].Name;
if ( !profileName.contains('Operations Supervisor') && !profileName.contains('System Administrator')
&& !profileName.contains('Denodo Systems Integration')){
String userId = UserInfo.getUserId();
Datetime limitDate = System.now().addDays(-30);
List<Contact> contactsToInsertFromZoominfo = new List<Contact>();
for(Contact contactToInsert : System.Trigger.new){
if (contactToInsert.LeadSource == 'Zoominfo'){
contactsToInsertFromZoominfo.add(contactToInsert);
}
}
//if there are insertions from Zoominfo, check the limit
if (contactsToInsertFromZoominfo.size() > 0) {
List<AggregateResult> currentContactsZoominfo = [SELECT Count(Id) currentContacts FROM Contact
WHERE Lead_Origin__c ='Zoominfo' and CreatedDate >= :limitDate and CreatedById = :userId];
for (Contact contactToInsert : contactsToInsertFromZoominfo) {
if ( (Integer.valueOf(currentContactsZoominfo.get(0).get('currentContacts')) + contactsToInsertFromZoominfo.size()) > 25 ){
contactToInsert.addError('You can not import more than 25 contacts from Zoominfo in 30 days.');
}
}
}
}
}
Basically, this trigger is to restrict specific profile to import contacts from Zoominfo to SFDC if number exceeds 25 in a month.
Any help would be much appreciated.
Thanks!
3 件の回答
Hi Ankush,
Thanks for sharing this article but I am not sure how I can achieve my requirement with this example flow logic.
The nuances are -
1. How I can add crietria for Profile in Get Node in order to make the custom checkbox field TRUE
2. Also, how I can count the number of records created in last 30 days with specific Profile User where Lead Source = Zoominfo is not exceeding 25 count?
Thanks!
