Salesforce Order of Execution
The order of
execution in Salesforce is a sequence of steps that occur when a record is
saved. Understanding this order is crucial for developers and administrators to
ensure that customizations and automations work as expected. Here is the order
of execution in Salesforce:
1.
System Validation Rules: Salesforce performs system
validations to check for required fields, data types, and field formats.
2.
Before Triggers: Executes before any record is saved to the database.
3.
Custom Validation Rules: Executes custom validation rules
defined by administrators.
4.
Duplicate Rules: Executes duplicate rules to check for duplicate records.
5.
After Triggers: Executes after the record is saved to the database.
6.
Assignment Rules: Executes assignment rules, such as lead assignment rules.
7.
Auto-Response Rules: Executes auto-response rules, such as sending automatic email
responses.
8.
Workflow Rules: Executes workflow rules and updates the record if necessary.
9.
Processes: Executes processes created in Process Builder.
10. Escalation
Rules:
Executes escalation rules, such as case escalation rules.
11. Entitlement
Rules:
Executes entitlement rules for cases.
12. Roll-Up
Summary Fields: Updates roll-up summary fields if the record is part of a
master-detail relationship.
13. Parent
Roll-Up Summary Fields: Updates roll-up summary fields on parent records.
14. Criteria-Based
Sharing Rules: Evaluates criteria-based sharing rules.
15. Commit: Commits the
record to the database.
16. Post-Commit
Logic:
Executes post-commit logic, such as sending email notifications.
This order ensures that all necessary validations, triggers, and automations are executed in a logical sequence, maintaining data integrity and consistency.
Thank you for reading the article.
Jayanth A
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