Administrator Guide

Summer 2023

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Allowing Guest Users to Create Accounts

Based on the security setting of Salesforce, CC360 does not support guest users to create records when you configure synchronization settings for the Account object. For guest users to create records, deactivate the current trigger of the Account object and create a custom trigger.

Use the Salesforce Accounts page for guest users to create accounts, contacts, or lead records. Ensure that you don't use the

New

button on the Accounts home page that overrides the Salesforce Accounts page.

Based on the Salesforce environment that you use, perform one of the following tasks:

In Salesforce Classic, in the upper-right corner of the page, select your name, and click

Developer Console

In Lightning Experience, click the quick access menu ( The image shows the quick access menu.

), and then click

Developer Console

To deactivate the CC360 trigger of the Account object, perform the following tasks:

Click

Debug

Open Execute Anonymous Window

The

Enter Apex Code

dialog box appears.

Enter the following code:

DSE.API_SettingsManager.updateInternalSetting('DisableAccountTrigger',1);

To disable DaaS triggers, enter the code in the following format:

DSE.API_SettingsManager.updateInternalSetting('DisableDaasTrigger_001',1);

Click

Execute

To create a custom trigger for the Account object, perform the following task:

Click

File

New

Apex Trigger

The

New Apex Trigger

dialog box appears.

Enter a name for the trigger.

Select

Account

Click

Submit

In the trigger editor, enter the Apex code in the following format:

trigger Custom_Account_Trigger on Account (after delete, after insert, after update,
before delete, before insert, before update)
{
    DSE.API_AccountTriggerHandler apiHandler = new DSE.API_AccountTriggerHandler ();
    DSE.API_DataQualityTriggerHandler daasAccountHandler = new DSE.API_DataQualityTriggerHandler('Account');
    private Boolean enableAccountTrigger = true;
    private Boolean enableDAASTrigger = true;

    if(System.UserInfo.getUserType() == 'Guest')
          return;
        
    try {
        apiHandler.initTrigger();
    } 
    catch (Exception e){
        enableAccountTrigger = false;
    }

    try {
        daasAccountHandler.initTrigger();
    } 
    catch (Exception e){
        enableDAASTrigger = false;
    }

    try
    {
        if (Trigger.isInsert )
        {
            if (Trigger.isBefore)
            {
                if(enableAccountTrigger)
                    apiHandler.Trigger_InsertBefore_Handler();
                if(enableDAASTrigger)
                    daasAccountHandler.Trigger_InsertBefore_Handler();
            }
            else
            {
                if(enableAccountTrigger)
                    apiHandler.Trigger_InsertAfter_Handler();
                if(enableDAASTrigger)
                    daasAccountHandler.Trigger_InsertAfter_Handler();
            }

            return;
        }

        if (Trigger.isUpdate)
        {
            if (Trigger.isBefore)
            {
                if(enableAccountTrigger)
                    apiHandler.Trigger_UpdateBefore_Handler();
                if(enableDAASTrigger)
                    daasAccountHandler.Trigger_UpdateBefore_Handler();
            }
            else
            {
                if(enableAccountTrigger)
                    apiHandler.Trigger_UpdateAfter_Handler();
                if(enableDAASTrigger)
                    daasAccountHandler.Trigger_UpdateAfter_Handler();
            }

            return;
        }

        if (Trigger.isDelete)
        {
            if (Trigger.isBefore)
            {
                if(enableAccountTrigger)
                    apiHandler.Trigger_DeleteBefore_Handler();
                if(enableDAASTrigger)
                    daasAccountHandler.Trigger_DeleteBefore_Handler();
            }
            else
            {
                if(enableAccountTrigger)
                    apiHandler.Trigger_DeleteAfter_Handler();
                if(enableDAASTrigger)
                    daasAccountHandler.Trigger_DeleteAfter_Handler();
            }

            return;
        }
    }
    catch (DSE.API_AccountTriggerHandler.DS_CloudMDMPartialTriggerFailureException e)
    {
        if (Trigger.isAfter)
            DSE.API_AccountTriggerHandler.AccountTriggerState = DSE.API_AccountTriggerHandler.TRIGGER_FAILURE_STATUS.TRIGGER_ROLLBACK_INPROGRESS;
        else
            DSE.API_AccountTriggerHandler.AccountTriggerState = DSE.API_AccountTriggerHandler.TRIGGER_FAILURE_STATUS.TRIGGER_FAILED;

        return;
    }
}

This Apex code creates a trigger named

Custom_Account_Trigger

for the Account object.

Click

File

Save

Run the Migrate Accounts job periodically to synchronize the accounts created by guest users.

Run the DaaS batch job to verify the Account contact details for the accounts created by guest users.

Rename Saved Search

Table of Contents

Administrator Guide

Administrator Guide

Allowing Guest Users to Create Accounts

Allowing Guest Users to Create Accounts