DEV Community: leelasairam

12 Apex Triggers use cases (or) scenarios and its solutions

leelasairam — Tue, 16 May 2023 06:21:01 +0000

All the below triggers support the bulk nature of triggers while respecting the governor limits.

Create a task record upon an opportunity stage change :

trigger CreateTaskUponOppStageChange on Opportunity (after update) {
    set<Id>ProcessOpp = new set<Id>();
    for(Opportunity op : Trigger.New){
        if(op.StageName!=Trigger.oldMap.get(op.Id).StageName){
            ProcessOpp.add(op.Id);
        }
    }
    if(ProcessOpp.size()>0){
        list<Opportunity>opps = [SELECT Id, Name, OwnerId FROM Opportunity WHERE Id IN : ProcessOpp];
        list<Task>InsertTasks = new list<Task>();
        for(Opportunity op : opps){
            Task T = new Task(Subject='From Opportunity (Stage Changed) : '+'['+op.Name+']',ActivityDate=Date.today().addDays(1),WhatId=op.Id,OwnerId=op.OwnerId,Status='Not Started');
            InsertTasks.add(T);
        }
        if(InsertTasks.size()>0){
            Insert InsertTasks;
        }
    }
}

If the account owner changes, its contacts owner also should change :

trigger IfAccountOwnerChangesItsContactsOwnerShouldChange on Account (after Update) {
    set<Id>ProcessAccs = new set<Id>();

    for(Account a : Trigger.New){
        if(a.OwnerId != Trigger.oldMap.get(a.Id).OwnerId){
            ProcessAccs.add(a.Id);
        }
    }

    if(ProcessAccs.size()>0){
        list<Account>accs = [SELECT Id,(SELECT Id,OwnerId,Account.OwnerId FROM Contacts) FROM Account WHERE Id IN: ProcessAccs];
        list<Contact>contacts= new list<Contact>();
        for(Account a : accs){
            if(a.Contacts.size()>0){
                for(Contact c : a.Contacts){
                    c.OwnerId = c.Account.OwnerId;
                    contacts.add(c);
                }
            } 
        }

        if(contacts.size()>0){
            update contacts;
        }
    }
}

Only the system administrator can delete the case record :

trigger OnlySysAdminCanDeleteCase on Case (before delete) {
    set<Id>ProcessCase = new set<Id>();

    for(Case c : Trigger.Old){
        ProcessCase.add(c.Id);
    }

    if(ProcessCase.size()>0){
        Id UID = userinfo.getUserId();
        User U = [SELECT Id,Profile.Name FROM User WHERE Id=:UID];
        if(U.Profile.Name != 'System Administrator'){
            Trigger.Old[0].Id.addError('You Cannot delete');
        }
    }
}

Prevent account deletion if any case associated with it :

trigger PreventAccountDeleteIfCasesAssociatedWithIt on Account (before delete) {
    set<Id>ProcessAccount = new set<Id>();
    for(Account a : Trigger.old){
        ProcessAccount.add(a.Id);
    }

    if(ProcessAccount.size()>0){
        list<Account>acc = [SELECT Id,(SELECT Id FROM Cases) FROM Account WHERE Id IN: ProcessAccount];
        for(Account a : acc){
            if(a.Cases.size()>0){
                //Here added "Trigger.oldMap.get(a.Id)" because addError won't support if loop through list.
                Trigger.oldMap.get(a.Id).addError('You cannot delete this account beacuse this associated with cases');
            }
        }
    }
}

Prevent account deletion if it is created 7+ days back :

trigger PreventAccountDeleteIfItIsCreated7DaysBack on Account (before delete) {
    list<Account>ProcessAccs = new list<Account>();

    for(Account a : Trigger.old){
        ProcessAccs.add(a);
    }

    if(ProcessAccs.size()>0){
        for(Account a : ProcessAccs){
            Integer Diff = (a.Createddate.date()).daysBetween(system.today());
            if(Diff > 7){
                a.addError('You cannot delete this account because it was created 7 days back');
            }
        }
    }
}

Update the account field(Total_Contacts__c) with a count of total contacts associated with it upon contact creation or deletion :

trigger TotalContactsOnAccount on Contact (after insert,after delete) {
    set<Id>ProcessAccounts = new set<Id>();
    if(Trigger.New!=null && Trigger.isInsert){
        for(Contact c : Trigger.New){
            if(c.AccountId!=null){
                ProcessAccounts.add(c.AccountId);
            }
        }
    }

    if(Trigger.Old!=null && Trigger.isDelete){
        for(Contact c : Trigger.Old){
            ProcessAccounts.add(c.AccountId);
        }
    }

    if(ProcessAccounts.size()>0){
        list<Account>UpdateAccounts = [SELECT Id,Total_Contacts__c,(SELECT Id FROM Contacts) FROM Account WHERE Id IN : ProcessAccounts];
        for(Account a : UpdateAccounts){
            a.Total_Contacts__c = a.Contacts.size();
        }
        if(UpdateAccounts.size()>0){
            update UpdateAccounts;
        }
    }
}

Update the account field(Latest_Opp_Amount__c) with the latest opportunity amount :

trigger UpdateAccFieldWithLatestOppAmount on Opportunity (after insert) {
    set<Id>ProcessOpp = new set<Id>();

    for(Opportunity o : Trigger.New){
        if(o.AccountId != null){
            ProcessOpp.add(o.AccountId);
        }
    }

    if(ProcessOpp.size()>0){
        list<Account>accs = [SELECT Id,Latest_Opp_Amount__c,(SELECT Id,Amount FROM Opportunities ORDER BY CreatedDate DESC LIMIT 1) FROM Account WHERE Id IN: ProcessOpp];
        for(Account a : accs){
            if(a.Opportunities.size()>0){
                a.Latest_Opp_Amount__c = a.Opportunities[0].Amount;
            }
        }
        if(accs.size()>0){
            update accs;
        }
    }
}

Update the account's annual revenue field with the sum of its opportunities amount :

trigger UpdateAnnualRevenueOnAccountWhenOppInserteOrDeleted on Opportunity (after insert,after delete) {
    set<Id>ProcessOpp = new set<Id>();
    if(Trigger.isInsert){
        for(Opportunity o : Trigger.New){
            if(o.AccountId!=null){
                ProcessOpp.add(o.AccountId);
            }
        }
    }

    if(Trigger.isDelete){
        for(Opportunity o : Trigger.Old){
            if(o.AccountId!=null){
                ProcessOpp.add(o.AccountId);
            }
        }
    }

    if(ProcessOpp.size()>0){
        list<Account>accs = [SELECT Id,AnnualRevenue,(SELECT Id,Amount FROM Opportunities) FROM Account WHERE Id IN: ProcessOpp];
        Decimal Count = 0;
        for(Account a : accs){
            for(Opportunity o : a.Opportunities){
                Count+=o.Amount;
            }
            a.AnnualRevenue=Count;
        }
        if(accs.size()>0){
            update accs;
        }
    }
}

Prevent account deletion if it is active :

trigger PreventDeleteIfAccountIsActive on Account (before delete) {
    list<Account>ProcessAccs = new list<Account>();

    for(Account a : Trigger.Old){
        ProcessAccs.add(a);
    }

    if(ProcessAccs.size()>0){
        for(Account a : ProcessAccs){
            if(a.Active__c=='Yes'){
                Trigger.oldMap.get(a.Id).addError('Account ['+a.Name+'] is active you cannot delete');
            }
        }
    }
}

Update the latest account's case number on the account :

trigger UpdateLatestCaseNumberOnAccount on Case (after insert) {
    set<Id>ProcessCase = new set<Id>();

    for(Case c : Trigger.New){
        ProcessCase.add(c.AccountId);
    }

    if(ProcessCase.size()>0){
        list<Account>accs = [SELECT Id,Description,(SELECT Id,CaseNumber,CreatedDate FROM Cases ORDER BY CreatedDate DESC LIMIT 1) FROM Account WHERE Id IN: ProcessCase];
        for(Account a : accs){
            if(a.Cases.size()>0){
                a.Description += '\n' + 'Case Number : ' + a.Cases[0].CaseNumber + ', ' + 'Created on : ' + a.Cases[0].CreatedDate;
            }
        }
        if(accs.size()>0){
            update accs;
        }
    }
}

Prevent duplicate contacts based on contact email :

trigger PreventDuplicateContactsBasedOnContactEmail on Contact (before insert) {
    set<String>ProcessContacts = new set<String>();

    for(Contact c : Trigger.New){
        if(c.Email!=null){
            ProcessContacts.add(c.Email);
        }
    }

    if(ProcessContacts.size()>0){
        list<Contact>contacts = [SELECT Id, Email FROM Contact WHERE Email IN: ProcessContacts];
        list<String>Emails = new list<String>();
        if(contacts.size()>0){
            for(Contact c : contacts){
                Emails.add(c.Email);
            }
            for(Contact c : Trigger.New){
                if(Emails.contains(c.Email)){
                    c.addError('Duplicate contacts are not allowed : '+ c.Email + ' already used');
                }
            }
        }
    }
}

Update the opportunity stage name to 'closed lost' if the stage name is 'closed won' upon the account's active__c field changes to 'No' :

trigger UpdateOppsUponChangingAccountActiveFieldToFalse on Account (after update) {
    set<Id>ProcessAccounts = new set<Id>();
    for(Account a : Trigger.New){
        if(a.Active__c!=Trigger.oldMap.get(a.Id).Active__c && a.Active__c=='No'){
            ProcessAccounts.add(a.Id);
        }
    }
    if(ProcessAccounts.size()>0){
        list<Account>accs = [SELECT Id,(SELECT Id,StageName FROM Opportunities) FROM Account WHERE Id IN : ProcessAccounts];
        list<Opportunity>UpdateOpps=new list<Opportunity>();
        for(Account a : accs){
            for(Opportunity o : a.Opportunities){
                if(o.StageName!='Closed Won'){
                    o.StageName='Closed Lost';
                    UpdateOpps.add(o);
                }
            }
        }
        if(UpdateOpps.size()>0){
            Update UpdateOpps;
        }

    }
}

You can also find these codes in below GitHub repository :

https://github.com/leelasairam/SF-Triggers

Thanks for reading😊

How to retrieve specific LWC code from org

leelasairam — Mon, 13 Mar 2023 11:51:02 +0000

Sometimes we may have to work on the LWC which was deployed by some other. In such cases, we may not have the code on our local machine.

To pull the component's code from the org, we can use the below command

sfdx force:source:retrieve -m LightningComponentBundle:[cmpName]

Note :

Make sure Salesforce CLI is installed on your machine.
Make sure after creating the project (SFDX: Create Project), authorize the Salesforce Org. To authorize, run SFDX: Authorize an Org command in the VSCode terminal.

Integrating Salesforce with NodeJs using JsForce

leelasairam — Thu, 24 Nov 2022 12:12:53 +0000

JsForce is the best library to integrate the salesforce with Nodejs. In this blog we see how to use JsForce library (CRUD) in node and use react as frontend library.

Prerequests

Salesforce Org
NodeJs Installed (Download NodeJs from here.)

Packages Required

Backend

Express - npm install express
Nodemon - npm install nodemon
Cors - npm install cors
JsForce - npm install jsforce

Frontend

Axios - npm install axios
Bootstrap for react - npm install react-bootstrap bootstrap

Github Repository

react-node-salesforce

Connecting Salesforce org with JsForce

Create seperate folder "Routes" to keep index.js clean. For example, keep all /salesforce in Routes > salesforce.js and include it in index.js as below.

app.use('/salesforce',salesforceRouter);

Now, whenever REST call comes with /salesforce, index.js searches in Routes > salesforce.js

function connection(req, res, next){
    const username = 'username';
      const password = 'password + security token';
      conn.login(username, password, function(err, userInfo) {
        if (err) { return console.error(err); }
        console.log(conn.accessToken);
        console.log(conn.instanceUrl);
        console.log("User ID: " + userInfo.id);
        console.log("Org ID: " + userInfo.organizationId);
      });
      next()
}

To reset security token, go to salesforce org > Click on profile icon > Select 'Reset Token'

Query Records

To search the account, pass the query in call after q like this http://localhost:8000/salesforce/accounts?key=${term}

var records = [];
conn.query("SELECT Id, Name FROM Account", function(err, result) {
  if (err) { return console.error(err); }
  console.log("total : " + result.totalSize);
  console.log("fetched : " + result.records.length);
});

Create Record

To get data from request use req.body, it will get the data that passed from frontend using axios

router.post("/new-account", async(req,res) => {
    const acc1 = req.body;
    await conn.sobject("Account").create({ Name : acc1.name, Rating : acc1.rating, Phone : acc1.phone}, function(err, ret) {
        if (err || !ret.success) {
             return console.error(err, ret); 
        }
        console.log("Created record id : " + ret.id);
        res.send({msg : `Created record id : ${ret.id}`})
      });
});

Update Record

Updating is similar to creating the record but we have to pass record Id too.

router.patch("/edit-account", async(req,res) => {
    await conn.sobject("Account").update({ 
        Id : req.body.id,
        Name : req.body.name,
        Phone : req.body.phone,
        Rating : req.body.rating,
      }, function(err, ret) {
        if (err || !ret.success) {
             return console.error(err, ret); 
        }
        console.log('Updated Successfully : ' + ret.id);
        res.send({msg : `Updated record id : ${ret.id}`})
      });
})

Delete Record

For deleting record, we just need to pass the Id of the record. We pass the Id in url itself (http://localhost:8000/salesforce/delete-account/${id}).

React

const DeleteAccount = async(id) => {
    const res = await axios.delete(`http://localhost:8000/salesforce/delete-account/${id}`);
    const result = await res.data;
    console.log(result.msg);
    alert(result.msg);
  }

Node

router.delete("/delete-account/:id", async(req,res) => {
      conn.sobject("Account").destroy(req.params.id, function(err, ret) {
        if (err || !ret.success) {
             console.error(err, ret); 
             res.send({msg : err + ret})
        }
        else{
          console.log('Deleted Successfully : ' + ret.id);
         res.send({msg : `Deleted record id : ${ret.id}`})
        }
      });
})

Frontend Part

Used React in frontend part. To make calls, used Axios. To get more info about Axios, click here. Used Bootstrap along with css for styling.

import React, { useState, useEffect } from "react";
import "./App.css";
import axios from "axios";
import 'bootstrap/dist/css/bootstrap.min.css';
import Button from 'react-bootstrap/Button';
import Modal from 'react-bootstrap/Modal';

function App() {
  const [message, setMessage] = useState({});
  const [accounts, setAccounts] = useState([]);
  const [accname, setAccname] = useState("");
  const [show, setShow] = useState(false);
  const [rating, setRating] = useState("");
  const [phone, setPhone] = useState("");
  const [id,setId] = useState("");
  const [showedit,setShowedit] = useState(false);
  const [term, setTerm] = useState("");

  const handleClose = () => setShow(false);
  const handleShow = () => {
    setId("");
    setAccname("");
    setPhone("");
    setRating("");
    setShowedit(false);
    setShow(true);
  }

  useEffect(() => {
    GetData();
    GetAccounts();
   }, []);

  const GetData = async()=>{
    const res = await axios.get("http://localhost:8000/salesforce/home");
    const result = await res.data;
    setMessage(result);
  }

  const GetAccounts = async() => {
    const res = await axios.get(`http://localhost:8000/salesforce/accounts?key=${term}`);
    //console.log(res); 
    const result = await res.data;
    console.log(result); 
    setAccounts(result.acc);
  }

  const CreateAccount = async() => {
    if(accname && phone && rating){
      const res = await axios.post('http://localhost:8000/salesforce/new-account', {
      name: accname,
      phone: phone,
      rating: rating
    });
    const result = await res.data;
    console.log(result.msg);
    setShow(false)
    }
    else{
      alert("Fill all fields.")
    }
  }

  const EditAccount = async(id,name,phone,rating) => {
    setId(id);
    setAccname(name);
    setPhone(phone);
    setRating(rating);
    setShowedit(true);
    setShow(true);
  }

  const SaveEdit = async() => {
    const res = await axios.patch('http://localhost:8000/salesforce/edit-account', {
      name: accname,
      id:id,
      phone:phone,
      rating:rating
    });
    const result = await res.data;
    console.log(result.msg);
    setShowedit(false);
    setShow(false);
  }

  const DeleteAccount = async(id) => {
    const res = await axios.delete(`http://localhost:8000/salesforce/delete-account/${id}`);
    const result = await res.data;
    console.log(result.msg);
    alert(result.msg);
  }


  return (
    <>
    <div style={{paddingLeft:"5rem",paddingRight:"5rem"}}>
      <div style={{marginBottom:"1rem",textAlign:"center"}}>
      <p style={{fontWeight:"600"}}>Connected (<a href={message.url}>{message.url}</a>)</p>
        <div>
          <input onChange={(event) => setTerm(event.target.value)} placeholder="Search..."/>
          <button onClick={GetAccounts} style={{marginLeft:"0.2rem",backgroundColor:"#D2DAFF",borderColor:"#D2DAFF"}}>SEARCH</button>
          <button style={{marginLeft:"0.8rem",backgroundColor:"#CFF5E7",borderColor:"#CFF5E7"}} onClick={handleShow}>+ CREATE NEW ACCOUNT</button> 
        </div>
      </div>
      {accounts.map((i,j) => {
        return(
          <div key={i.Id} style={{padding:"0.5rem",backgroundColor:"#2C3639",color:"white",marginBottom:"0.3rem"}}>
            <p style={{fontWeight:"600"}}><span style={{color:"#FFEFD6",fontWeight:"900",textDecoration:"underline"}}>{i.Name}</span>&nbsp;({i.Id})</p>
            <p style={{fontWeight:"600"}}>{(i.Phone) ? "Phone : "+i.Phone : "NA"} &nbsp; {(i.Rating) ? "Rating : "+i.Rating : "NA"}</p>

            <div>
              <button style={{color:"purple",border:"none"}} onClick={() => EditAccount(i.Id,i.Name,i.Phone,i.Rating)}>EDIT</button>
              <button style={{marginLeft:"0.4rem",color:"#CF0A0A",border:"none"}} onClick={() => DeleteAccount(i.Id)}>DELETE</button>
            </div>
          </div>
        )
      })}
    </div>

    <Modal show={show} onHide={handleClose}>
        <Modal.Header closeButton>
          <Modal.Title>{showedit === false ? "New Account" : "Edit Account"}</Modal.Title>
        </Modal.Header>
        <Modal.Body>
        <label for="name">Account name :</label><br/>
         <input value={accname} name="name" style={{}} onChange={(event) => setAccname(event.target.value)} placeholder="Jack"/><br/><br/>
         <label for="phone">Phone :</label><br/>
         <input value={phone} name="phone" style={{}} onChange={(event) => setPhone(event.target.value)} placeholder="Ex : 9867453421"/><br/><br/>
         <label for="rating">Rating :</label><br/>
         <select value={rating} name="rating" onChange={(event) => setRating(event.target.value)} style={{width:"190px"}}>
         <option value=""></option>
          <option value="Hot">Hot</option>
          <option value="Warm">Warm</option>
          <option value="Cold">Cold</option>
         </select>
        </Modal.Body>
        <Modal.Footer>
          <Button variant="secondary" onClick={handleClose}>
            Close
          </Button>
          {showedit === false ? <Button variant="primary" onClick={CreateAccount}>
            Submit
          </Button> : <Button variant="primary" onClick={SaveEdit}>
            Save Changes
          </Button> }
        </Modal.Footer>
      </Modal>


    </>
  );
}

export default App

Thanks for reading.