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Matheus Goncalves
Matheus Goncalves

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How to mock formulas and read-only fields in Apex tests?

Learn how to use dependency injection to mock read-only fields, such as formula fields and child relationships in your tests.

A while ago we explored the Mock Data Layer Pattern, which allows us to mock virtually any relationships between records within your tests. This is especially handy when trying to improve the performance of these tests - more details here.

Now, how can we mock formula fields and read-only child relationships if they are, well, read-only fields? 🤔

Mocking values in read-only fields

For this exploratory project, we will use a not-so-realistic scenario with parent and child accounts, but the intent is to create a test for the Account Trigger Handler that will use a Mock Field Reader and a Mock Data Layer.

The Mock Field Reader will be used so we can mock two read-only fields on the Account object.

  • Child_Accounts__r, a read-only child relationship on the parent record
  • External_URL__c, a formula field on the child record

The trigger handler logic will update the following field:

  • Parent.Latest_Child_URL__c

Based on the following formula field:

  • Child.External_URL__c

⚙️ Files used in this project

force-app
    main
        default
            classes
                ◦ AccountTriggerHandler
                ◦ AccountTriggerHandlerTest
                ◦ FieldReader
                ◦ IFieldReader
                ◦ MockFieldReader
                ◦ TestUtils
            triggers
                ◦ AccountTrigger
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⚡️ Show me the code!

Getters

To respect the injected dependency, these methods must be present on both the real instance of the field reader ( FieldReader ) and the mock instance of the field reader ( MockFieldReader ).

Object getFieldValue(SObject record, String fieldName)

This method is used to retrieve the mock values of formula fields. It returns an Object that can later be casted as different types, such as String, Number, Id, etc.

SObject getFieldRecord(SObject record, String fieldName)

This method is used to retrieve the mock values that represent a single record. It returns an SObject.

List<SObject> getFieldRecords(SObject record, String fieldName)

This method is used to retrieve the mock values that represent a list of records, such as a child relationship. It returns a list of SObjects.

Setter

There's only one method used to set the values, and it's only present on the mock instance of the field reader ( MockFieldReader ).

addValueToField(SObject record, String field, Object value)

This method adds the field/value pair to a map of mocked values, indexed by the record Id.

Examples

In the repository on Github you will find a trigger handler class and its respective test class with the usage of this Mock Field Reader.

Snippet from the AccountTriggerHandler: pay attention to how the following methods are being used:

fieldReader.getFieldRecords(parentAndChildAccount, 'Child_Accounts__r');

fieldReader.getFieldValue(latestChild, 'External_URL__c');

// Snippet from the AccountTriggerHandler
...
// If the mock data is not being used
// creates new instances of the real deal
public AccountTriggerHandler() {
this(new DataLayer(), new FieldReader());
}
// Child_Accounts__r is a nonwritable child relationship
// Uses the field reader to retrieve the list of child records:
List<Account> childRecords =
fieldReader.getFieldRecords(parentAndChildAccount, 'Child_Accounts__r');
// Updates the field Latest Child URL with the value from External_URL__c
// External_URL__c is a formula field (nonwritable string)
newRecord.Latest_Child_URL__c =
(String)fieldReader.getFieldValue(latestChild, 'External_URL__c');

And in the AccountTriggerHandlerTest you can see how these read-only fields can be mocked, using the method addValueToField:

// Snippet from AccountTriggerHandlerTest
...
mockDataLayer = new MockDataLayer();
mockFieldReader = new MockFieldReader();
...
// First, the formula field on the child object:
mockFieldReader.addValueToField(
mockDataLayer.childAccount,
'External_URL__c',
expectedURL
);
// Then, the nonwritable child relationship
mockFieldReader.addValueToField(
mockDataLayer.parentAccount,
'Child_Accounts__r',
new List<Account>{mockDataLayer.childAccount}
);

With this code and the Mock Field Reader, it becomes easy to mock read-only fields used in the tests.

I hope that helps!

Originally published on matheus.dev

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