Lesson: 05 | Create a Lead Trigger that updates the value of Rating

User Story

As a Salesforce administrator, I want to develop a trigger named "LeadTrigger" that operates before lead insertion and updates. This trigger will evaluate the lead source of incoming or modified leads and assign appropriate ratings based on predefined criteria:

If the lead source is identified as "Web" or "Phone Inquiry", the trigger will set the lead's rating to "Hot".
If the lead source is "Partner Referral" or "Purchased List", the trigger will assign a rating of "Warm".
For all other lead sources, the trigger will assign a rating of "Cold"

Codes

trigger LeadTrigger on Lead (before insert, before update) {
    for (Lead leadRecord : Trigger.new) {
        if (leadRecord.LeadSource == 'Web' || leadRecord.LeadSource == 'Phone Inquiry') {
            leadRecord.Rating = 'Hot';
        } else if (leadRecord.LeadSource == 'Partner Referral' || leadRecord.LeadSource == 'Purchased List') {
            leadRecord.Rating = 'Warm';
        } else {
            leadRecord.Rating = 'Cold';
        }
    }
}

Test Class

@isTest
public class LeadTriggerTest {
    
    @isTest
    static void testLeadRatingAssignment() {
        Lead testLeadWeb = new Lead(FirstName='Test', LastName='Lead', Company='Test Company', LeadSource='Web');
        
        Test.startTest();
        insert testLeadWeb;
        Test.stopTest();
    }
}

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Lesson: 05 | Create a Lead Trigger that updates the value of Rating

User Story

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