Child Record Creation

Steps

This example demonstrates how to create related child records (such as a Task) automatically when a parent record (such as an Opportunity) is created, utilizing the After Insert trigger pass and ModificationContext.

Step 1: Deploy the Apex Trigger

First, ensure the standard Breezz trigger handler is deployed on the target object (e.g., Opportunity):

trigger OpportunitiesTrigger on Opportunity (after delete, after insert, after undelete, after update) {
    forvendi.BreezzApi.TRIGGERS.handle();
}

Step 2: Configure the Breezz Trigger

In Salesforce, navigate to Breezz Setup → Triggers → New and register an After Insert trigger configuration for Opportunity.

Step 3: Create the Step Class

Create an Apex Step class extending forvendi.Step to instantiate and queue the child record insertion:

public with sharing class CreateTaskAfterOpportunity extends forvendi.Step {
   
    public CreateTaskAfterOpportunity() {
        super(CreateTaskAfterOpportunity.class.getName());
    }
 
    public override Boolean initRecordProcessing(Object record, Object optionalOldRecord) {
        SObject sfRecord = (SObject) record;
        
        // Instantiate a new child Task record linked to the incoming Opportunity
        Task task = new Task(
            Status = 'In Progress',
            Subject = 'Call',
            WhatId = sfRecord.Id
        );
        
        // Queue insertion using ModificationContext without executing immediate DML
        getContext().addToInsert(task);
        
        return false;
    }
}

Verification

After committing an Opportunity, the Step executes and automatically attaches the new child Task record:

Upcoming and Overdue

💡 Apex API Reference: To learn more about transactional insertion methods (addToInsert), visit Breezz APEX API - ModificationContext.

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