Customizing Workflows: Triggers in the IDE to Add Server Logic - PRM Example & Tutorial
Автор: Magentrix
Загружено: 2025-09-24
Просмотров: 28
Описание:
Need workflows in your PRM & partner portal beyond what's OOTB? Using the Magentrix platform's (PaaS) IDE, you can create custom triggers and automate partner processes:
(00:01) How to use the Magentrix IDE and the trigger framework to add server logic to your partner portal and the power of low-code extensibility for scaling partner operations
(00:44) Note: The environment shown is a standalone Magentrix environment (it isn't connected to Salesforce or Microsoft Dynamics in this example)
(01:44) Trigger Example: Creating a custom field first for the trigger on the lead entity, that sends out an SMS via Twilio (Whenever a partner checks the box “hot deal” during deal registration, this lets the partner manager know when a high-priority opportunity comes in 📩)
✨How triggers work in Magentrix: ✨
(03:20) Creating the trigger class in the IDE
(03:58) What happens when a trigger fires and what is its lifecycle?
(04:47) What events cause the triggers to fire
(10:32) How triggers handle bulk operations
Watch the whole playlist here: • Partner Operations Platform (PaaS) - Lever...
👉 As a reminder: This is all possible to do with Magentrix PRM as it's built on a platform (PaaS) – and is not possible with other partner relationship management applications (except Salesforce).
Magentrix offers 100% no-code, out-of-the-box features and capabilities for both partner portals and customer portals – our development capabilities are an additional option you get if you want to customize your PRM and portal to your exact workflows.
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References:
Here is the code file:
https://help.magentrix.com/wikis/devg...
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If you haven't already, please like 👍 & subscribe! ✅
#partneroperations #channeloperations #revenueoperations #channelprograms #channelprogram #channelpartner #channelsales #channelpartners #channelchiefs #partnerportal #partnersuccess #PRM #salesforcedevelopers #salesforceadmin #partnerships
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Video credits:
Narrator: Vahid Fotovat / vahid
Editor & Creative Director: Fereshta Nouri / fnoori
Video production: Agency
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