Managed package triggers and custom automation coexistence
Key Takeaway
Before you design custom automation, know what each group of package triggers does and where that behavior lives on the core Salesforce platform.
The Agentforce Health managed package includes Apex triggers that run automatically on its objects. They check user access, validate data, and keep related records in sync. Starting with Summer '24, new customers use core Salesforce platform features instead of the package. A consultant therefore needs to understand both the package triggers and their core Salesforce platform counterparts before designing custom automation.
What an Apex trigger does
An Apex trigger runs custom actions before or after a DML event. Triggers can be defined on standard objects, some standard child objects, and custom objects.
A trigger can also change other records of the same type. For example, a trigger that runs after contact A is updated can also change contacts B, C and D.