What is the order of execution in salesforce?

Prasanna
4 min readFeb 27, 2020

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salesforce order of execution

When you save a record with an insert, update, or upsert statement, Salesforce online training performs the following events in order.

Before Salesforce executes these events on the server, the browser runs JavaScript validation if the record contains any dependent picklist fields. The validation limits each dependent picklist field to its available values. No other validation occurs on the client-side.

Here is an order of execution in salesforce

  • The original record is loaded from the database.
  • System Validation Rules.
  • Executes all before triggers.
  • Custom Validation rules.
  • Executes duplicate rules.
  • Saves the record to the database, but doesn’t commit yet.
  • Executes all after triggers.
  • Executes assignment rules.
  • Executes auto-response rules.
  • Executes workflow rules.
  • If there are workflow field updates, updates the record again.
  • If the record was updated with workflow field updates, fires before and after triggers one more time. Custom validation rules, duplicate rules, and escalation rules are not run again.
  • Executes processes and flows launched via processes and flow trigger workflow actions.
  • Executes escalation rules.
  • Executes entitlement rules.
  • If the record contains a roll-up summary field or is part of a cross-object workflow, perform calculations and updates the roll-up summary field in the parent record. The parent record goes through the save procedure.
  • If the parent record is updated, and a grandparent record contains a roll-up summary field or is part of a cross-object workflow, performs calculations and updates the roll-up summary field in the grandparent record. Grandparent record goes through the save procedure.
  • Executes Criteria Based Sharing evaluation.
  • Commits all DML operations to the database.
  • Executes post-commit logic, such as sending an email.

Here is an order of execution in salesforce in more detail:

On the salesforce server,

  1. Loads the original record from the database or initializes the record for an upsert statement.
  2. Loads the new record field values from the request and overwrites the old values.
  3. If the request came from a standard UI edit page, Salesforce online training Hyderabad runs system validation to check the record for:
  • Compliance with layout-specific rules
  • Required values at the layout level and field-definition level
  • Valid field formats
  • Maximum field length
  1. When the request comes from other sources, such as an Apex application or a SOAP API call, Salesforce validates only the foreign keys. Before executing a trigger, Salesforce verifies that any custom foreign keys do not refer to the object itself.
  2. Salesforce runs user-defined validation rules if multiline items were created, such as quote line items and opportunity line items.
  3. Executes all before triggers.
  4. Runs most system validation steps again, such as verifying that all required fields have a non-null value, and runs any user-defined validation rules. The only system validation that Salesforce training doesn’t run a second time (when the request comes from a standard UI edit page) is the enforcement of layout-specific rules.
  5. Executes duplicate rules. If the duplicate rule identifies the record as a duplicate and uses the block action, the record is not saved and no further steps, such as after triggers and workflow rules, are taken.
  6. Saves the record to the database, but doesn’t commit yet.
  7. Executes all after triggers.
  8. Executes assignment rules.
  9. Executes auto-response rules.
  10. Executes workflow rules.
  11. If there are workflow field updates, updates the record again.
  12. If the record was updated with workflow field updates, fires before update triggers and after update trigger one more time (and only one more time), in addition to standard validations. Custom validation rules, duplicate rules, and escalation rules are not run again.
  13. Executes processes and flows launched via processes and flow trigger workflow actions. ( process builder)
  14. When a process or flow executes a DML operation, the affected record goes through the save procedure.
  15. Executes escalation rules.
  16. Executes entitlement rules for more food and nutrition course.
  17. If the record contains a roll-up summary field or is part of a cross-object workflow, perform calculations and updates the roll-up summary field in the parent record. The parent record goes through the save procedure.
  18. If the parent record is updated, and a grandparent record contains a roll-up summary field or is part of a cross-object workflow, performs calculations and updates the roll-up summary field in the grandparent record. Grandparent record goes through the save procedure.
  19. Executes Criteria Based Sharing evaluation.
  20. Commits all DML operations to the database.
  21. Executes post-commit logic, such as sending an email.

Additional Considerations

Note the following when working with triggers.

The order of execution isn’t guaranteed when having multiple triggers for the same object due to the same event as a salesforce. For example,one sitting Degree if you have two before insert triggers for Case, and a new Case record is inserted that fires the two triggers, the order in which these triggers fire isn’t guaranteed.

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