Hello,

My org has a profile requiring confidentiality of opportunities and tasks. Opportunities was addressed via record types and sharing rules; however, it appears there was a custom object and trigger set up for the ability to make the tasks private to a specific profile (Profile A).

Our firm has recently rolled out SFDC for outlook and users in Profile A are unable to add e-mails to records due to the trigger. I believe the trigger creates the custom object and relates the task to it, but I'm a true novice at Apex.

Can someone help me determine what the trigger is doing, and what solution(s) are available to resolve the error? I am aware of the knowledge article on how to disable a trigger in produciton, but I would much rather modify the existing trigger to maintain the task record confidentiality current state.

Thanks,

Torm

Trigger:
trigger BT_Capital_Task on Task (before insert) {

    /**
     * If the user has the BT Capital profile or role OR the Create Opps Activities Both Teams permission set and the activity is record type BT Capital
     * and the Activity is related to an Account or Contact, a BT_Capital_Activity__c object is created with a Master-Detail relationship to the Account if the Account does not already have one.
     * The Activity is then updated to relate to the BT_Capital_Activity__c instead of the Account or Contact.
     * BT_Capital_Activity__c objects are only visible to BT Capital users therefore any Activities owned by BT Capital users are hidden from non-BT Capital users.
     **/
    
    // get Profile and Role for BT Capital
    Id bTCProfileId = [SELECT Id FROM Profile WHERE Name = 'Standard - BT Capital'].Id;
    Id bTCRoleId = [SELECT Id FROM UserRole WHERE DeveloperName = 'BT_Capital'].Id;
    // get Owners with Profile or Role as BT Capital
    Set<Id> owners = new Set<Id>();
    for(Task t : Trigger.New){
        owners.add(t.OwnerId);
    }
    Set<Id> bTCUserSet = new Set<Id>(); 
    for(User u : [SELECT Id FROM User WHERE Id IN: owners AND (ProfileId =: bTCProfileId OR UserRoleId =: bTCRoleId)]){
        bTCUserSet.add(u.Id);
    }
    // check for Create Activities Both Teams permission set or System Admin profile
    Boolean hasPermissionSet = false;
    String userId = UserInfo.getUserId();
    String userProfId = UserInfo.getProfileId();
    Id sysAdminProfileId = [SELECT Id FROM Profile WHERE Name = 'System Administrator'].Id;
    if(userProfId == sysAdminProfileId){
        hasPermissionSet = true;
    } else {
        for(PermissionSetAssignment assignee : [SELECT AssigneeId FROM PermissionSetAssignment WHERE PermissionSetId IN (SELECT Id FROM PermissionSet WHERE Name = 'Create_Opps_Activities_Both_Teams') AND AssigneeId =: userId]){
            if(userId == assignee.AssigneeId){
                hasPermissionSet = true;
            }
        }
    }
    
    // get Event (BT Capital) record type ID
    RecordType taskRecordTypeId = [SELECT Id FROM RecordType WHERE DeveloperName = 'Task_BT_Capital' AND SObjectType = 'Task'];
    // get Account Ids where task relates to account
    List<Id> taskAccountsIds = new List<Id>();
    List<Id> taskContactsIds = new List<Id>();
    for(Task t : Trigger.New){
        // if task owner is BT Capital
        if((bTCUserSet.contains(t.OwnerId) && t.RecordTypeId == taskRecordTypeId.Id) || (hasPermissionSet = true && t.RecordTypeId == taskRecordTypeId.Id)){
            // if task relates to Account
            if(t.WhatId != null){
                Id what = t.WhatId;
                if(what.getSObjectType() == Schema.Account.SObjectType){
                    // add account to taskAccountsIds list
                    taskAccountsIds.add(t.WhatId);
                }
            } else {
                Id who = t.WhoId;
                // if Contact get WhoId to find associated Account
                if(who.getSobjectType() == Schema.Contact.SObjectType){
          taskContactsIds.add(who);
                }
            }
        }
    }
    
    // get Accounts
    List<Account> taskAccounts = [SELECT Id, BT_Capital_Activity__c FROM Account WHERE Id IN: taskAccountsIds];
    // get contact Accounts
    List<Contact> contactsAccounts = [SELECT Id, AccountId FROM Contact WHERE Id IN: taskContactsIds];
    Map<Id, Id> contactsAccountsMap = new Map<Id, Id>();
    for(Contact c : contactsAccounts){
        contactsAccountsMap.put(c.Id, c.AccountId);
    }
    // add contact Accounts to taskAccounts list
    List<Account> accountsToAdd = [SELECT Id, BT_Capital_Activity__c FROM Account WHERE Id IN: contactsAccountsMap.values()];
    taskAccounts.addAll(accountsToAdd);
    // lists to upsert
    Set<Account> taskAccountsToUpdate = new Set<Account>();
    List<Task> tasksToUpdate = new List<Task>();
    List<BT_Capital_Activity__c> bTCapitalActs = new List<BT_Capital_Activity__c>();
    
    for(Task t : Trigger.New){
        for(Account a : taskAccounts){
            if(t.WhatId == a.Id || contactsAccountsMap.get(t.WhoId) == a.Id){
                if(a.BT_Capital_Activity__c == null){
                    if(!taskAccountsToUpdate.contains(a)){
                        BT_Capital_Activity__c act = new BT_Capital_Activity__c(Account__c = a.Id);
                      bTCapitalActs.add(act);
                      taskAccountsToUpdate.add(a);
                    }
                    tasksToUpdate.add(t);
                } else {
                    t.WhatId = a.BT_Capital_Activity__c;
                }
            }
        }
    }
    
    // insert BT_Capital_Activity__c list, put into map with Account__c as key, Id as value
  insert bTCapitalActs;
    Map<Id, Id> actsMap = new Map<Id, Id>();
    for(BT_Capital_Activity__c act : bTCapitalActs){
        actsMap.put(act.Account__c, act.Id);
    }
    
    // update task.WhatId and account.BT_Capital_Activity__c or campaign.BT_Capital_Activity__c with BT_Capital_Activity__c.Id
    for(Task t : tasksToUpdate){
        for(Account a : taskAccountsToUpdate){
            if(t.WhatId == a.Id || contactsAccountsMap.get(t.WhoId) == a.Id){
                a.BT_Capital_Activity__c = actsMap.get(a.Id);
                t.WhatId = actsMap.get(a.Id);
            }
        }
    }
    
    // put accounts in list and upsert
    List<Account> taskAccountsToUpdateList = new List<Account>(taskAccountsToUpdate);
    upsert taskAccountsToUpdateList;
    // trigger end, tasks will now be inserted.
}