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Sudeep Singh How to add address field of contract to fetch the address details from Lead conversion.
Code :-
public class AutoConvertLead {
@InvocableMethod
public static void assignLeads(List<Id> LeadIds) {
try{
Map<String,Date> NameDOBMap = new Map<String,Date>();
List<String> leadNames = new List<String>();
List<Date> leadDOBs = new List<Date>();
List<Database.LeadConvert> massLeadConvert = new List<Database.LeadConvert>();
List<Account> accountsToUpdate = new List<Account>();
List<Account> accountsToInsert = new List<Account>();
List<Contract> contractsToInsert = new List<Contract>();
Map<String,Account> nameDOBToAccountMap = new Map<String,Account>();
Map<String,Account> newCreatedAccounts = new Map<String,Account>();
Map<ID,Id> leadProductMap = new Map<Id,Id>();
Id personAccountRecordTypeId = Schema.SObjectType.Account.getRecordTypeInfosByName().get('Person Account').getRecordTypeId();
LeadStatus cLeadStatus = [SELECT Id,MasterLabel FROM LeadStatus WHERE isConverted = true LIMIT 1];
List<Lead> leads = [SELECT Id,Name,LastName,FirstName,Email,Date_Of_Birth__c,Service__c,Ethnicity__c, Race__c,Gender__c FROM Lead WHERE Id IN :LeadIds];
for(Lead lead: leads) {
leadNames.add(String.valueOf(lead.Name));
leadDOBs.add(lead.Date_Of_Birth__c);
NameDOBMap.put(lead.Name, lead.Date_Of_Birth__c);
leadProductMap.put(lead.Id,lead.Service__c);
}
Map<Id, Account> existingAccounts = new Map<Id, Account>([SELECT Id, PersonBirthdate, Name, PersonGender FROM Account WHERE Name IN :NameDOBMap.KeySet() AND PersonBirthdate IN :NameDOBMap.values()]);
for(account acc: existingAccounts.values()){
}
//System.debug('Check 1'+existingAccounts);
for(Account accc: existingAccounts.values()){
nameDOBToAccountMap.put(accc.Name+accc.PersonBirthdate, accc);
}
for(Lead ld : leads){
if(!nameDOBToAccountMap.containsKey(ld.Name+ld.Date_Of_Birth__c)){
Account existingAccount = new Account();
existingAccount.LastName = ld.LastName;
existingAccount.FirstName = ld.FirstName;
existingAccount.PersonEmail = ld.Email;
existingAccount.PersonGender = ld.Gender__c;
existingAccount.RecordTypeId = personAccountRecordTypeId;
existingAccount.Ethnicity__pc = ld.Ethnicity__c;
existingAccount.Race__pc = ld.Race__c;
existingAccount.PersonGender = ld.Gender__c;
existingAccount.PersonBirthdate = ld.Date_Of_Birth__c;
accountsToInsert.add(existingAccount);
}
}
if(accountsToInsert.size()>0){
insert accountsToInsert;
}
//system.debug('accountsToInsert'+accountsToInsert);
for(account acc: accountsToInsert){
newCreatedAccounts.put(acc.FirstName+acc.LastName, acc);
}
//system.debug('newCreatedAccounts'+newCreatedAccounts);
for(Lead lead : leads){
//System.debug('Check 2');
Database.LeadConvert LeadConvert = new Database.LeadConvert();
LeadConvert.setLeadId(lead.Id);
LeadConvert.setConvertedStatus(cLeadStatus.MasterLabel);
LeadConvert.setDoNotCreateOpportunity(false);
if(lead.Name != null && lead.Date_Of_Birth__c != null){
if(nameDOBToAccountMap.containsKey(lead.Name+lead.Date_Of_Birth__c) && nameDOBToAccountMap.get(lead.Name+lead.Date_Of_Birth__c)!=Null){
//system.debug('existingAccount==>'+nameDOBToAccountMap.get(lead.Name+lead.Date_Of_Birth__c));
Account existingAccount = new Account();
existingAccount.Id = nameDOBToAccountMap.get(lead.Name+lead.Date_Of_Birth__c).id;
//system.debug('existingAccount'+existingAccount);
existingAccount.Ethnicity__pc = lead.Ethnicity__c;
existingAccount.Race__pc = lead.Race__c;
existingAccount.PersonGender = lead.Gender__c;
accountsToUpdate.add(existingAccount);
LeadConvert.setAccountId(existingAccount.Id);
}
else{
//system.debug('lead.Name+lead.Date_Of_Birth__c'+lead.FirstName+lead.LastName);
if(newCreatedAccounts.containskey(lead.FirstName+lead.LastName) && newCreatedAccounts.get(lead.FirstName+lead.LastName)!= Null){
LeadConvert.setAccountId(newCreatedAccounts.get(lead.FirstName+lead.LastName).Id);
}
}
//System.debug('LeadConvert.getAccountId()'+LeadConvert.getAccountId());
massLeadConvert.add(LeadConvert);
//system.debug('massLeadConvert'+massLeadConvert);
}
}
if(!accountsToUpdate.isEmpty()){
//system.debug('accountsToUpdate'+accountsToUpdate);
update accountsToUpdate;
//system.debug('accountsToUpdate'+accountsToUpdate);
}
if(!massLeadConvert.isEmpty()){
//system.debug('massLeadConvert'+massLeadConvert);
List<Database.LeadConvertResult> lcr = Database.convertLead(massLeadConvert);
for(Database.LeadConvertResult leadConvertResult : lcr) {
//system.debug('leadConvertResult'+leadConvertResult);
//system.debug('accountid'+existingAccounts.containskey(leadConvertResult.accountid));
if(leadConvertResult.isSuccess() && !existingAccounts.containskey(leadConvertResult.accountid) ) {
Contract contract = new Contract();
contract.Status = 'Draft';
contract.AccountId = leadConvertResult.getAccountId();
contract.StartDate = system.today();
contract.ContractTerm = 12;
if(leadProductMap.containskey(leadConvertResult.getLeadId()) && leadProductMap.get(leadConvertResult.getLeadId())!=Null){
contract.Service__c = leadProductMap.get(leadConvertResult.getLeadId());
}
contractsToInsert.add(contract);
}
}
}
if(!contractsToInsert.isEmpty()){
insert contractsToInsert;
}
}catch(Exception e){
//System.debug('Error: '+e.getMessage()+ 'Line Number'+e.getLineNumber());
}
}
}
In this code I need to modify that Address field of lead should get fetched in Contract's Billing and Shipping address.
In this conversion Lead's address is coming to Account's Billing address but not coming to Account's Shipping address.
How to achieve this"
Thanks
M Sreekanth There are no errors in my code,my question was is this best practice i did if it have any defect or another way please tell mes
--------------------------------------------------------------------------------------
Heleper Class:-
==========
public class ContactHelper {
//Write a trigger on contact to prevent duplicate records based on Contact Email & Contact Phone.But I want Indivizual Error detection
public static void PreventDuplicateContacts(list<contact> conList){
list<string> dupEmail =new list<string>();
list<string> dupPhone =new list<string>();
list<contact> EmailList = new list<contact>();
list<contact> PhoneList = new list<contact>();
for(contact c:conList){
dupEmail.add(c.Email);
dupPhone.add(c.Phone);
}
EmailList = [SELECT Id,Email FROM Contact WHERE Email =:dupEmail];
PhoneList = [SELECT Id,Phone FROM Contact WHERE Phone =:dupPhone];
for(contact c:conList){
if(EmailList.size()>0){
c.Email.addError('Email id already exists');
}
if(PhoneList.size()>0){
c.Phone.addError('Email id already exists');
}
}
}
}
Handler Class:-
==========
public class ContactHandler {
public static void PreventDuplicateContacts(){
ContactHelper.PreventDuplicateContacts(Trigger.new);
}
}
Trigger Code:-
=========
trigger ContactTrigger on Contact (Before insert,Before Update) {
if(Trigger.isInsert){
ContactHandler.PreventDuplicateContacts();
}
else if(Trigger.isUpdate){
ContactHandler.PreventDuplicateContacts();
}
}
Best Answer chosen by M SreekanthSai Praveen (Salesforce Developers) You need to write Handler and helper. Both are same you can directly write the trigger code as below.
You can remove Handler class entirely.
I did not find any issues other than this.
trigger ContactTrigger on Contact (Before insert,Before Update) {
if(Trigger.isInsert || Trigger.isupdate ){
ContactHelper.PreventDuplicateContacts(Trigger.new);
}
}
Let me know if you face any issues.
Thanks,
Sudeep Singh Next Order Date should be Order Start date + 30
Written a batch class to creaet automatically order if the contract is Activated. When the Contract status is made activated at that time the Next order Date will display the immediate wednesday which is handled by flow.
I need to do an setup that when Order status will be Order Dispatched then the Next Order Date should display Order Start Date + 30 days or Order Start Date + 30 days (immediate wednesday).
Is it possible by flow If yes then how, if no then how we can achieve this.
Thanks
Best Answer chosen by Sudeep SinghShri RajHere is an example of how you can accomplish this using a Flow:
Create a new Flow and choose "Record-Triggered Flow" as the type.
Use a "Record Update" element to update the Next Order Date field on the Contract.
Use a "Formula" element to calculate the Next Order Date by adding 30 days to the Order Start Date.
To get the next Wednesday you can use a formula as MOD(WEEKDAY(Order_Start_Date__c)+5,7) = 0
Use an "Update Records" element to update the Next Order Date field on the Contract with the calculated value.
Use the "Record Lookup" element to look up the contract based on the order start date.
Use the "Decision" element to check if the calculated Next Order Date is a Wednesday or not, if not use another formula element to get the next wednesday.
Finally, activate the Flow and test it by creating a new Order with the status set to "Order Dispatched."
Sudeep Singh Test class for invocable method
Class :-
public class AutoConvertLead {
@InvocableMethod
public static void assignLeads(List<Id> LeadIds) {
try{
Map<String,Date> NameDOBMap = new Map<String,Date>();
List<String> leadNames = new List<String>();
List<Date> leadDOBs = new List<Date>();
List<Database.LeadConvert> massLeadConvert = new List<Database.LeadConvert>();
List<Account> accountsToUpdate = new List<Account>();
List<Account> accountsToInsert = new List<Account>();
List<Contract> contractsToInsert = new List<Contract>();
Map<String,Account> nameDOBToAccountMap = new Map<String,Account>();
Map<String,Account> newCreatedAccounts = new Map<String,Account>();
Map<ID,Id> leadProductMap = new Map<Id,Id>();
Id personAccountRecordTypeId = Schema.SObjectType.Account.getRecordTypeInfosByName().get('Person Account').getRecordTypeId();
LeadStatus cLeadStatus = [SELECT Id,MasterLabel FROM LeadStatus WHERE isConverted = true LIMIT 1];
List<Lead> leads = [SELECT Id,Name,LastName,FirstName,Email,Date_Of_Birth__c,Service__c,Ethnicity__c, Race__c,Gender__c FROM Lead WHERE Id IN :LeadIds];
for(Lead lead: leads) {
leadNames.add(String.valueOf(lead.Name));
leadDOBs.add(lead.Date_Of_Birth__c);
NameDOBMap.put(lead.Name, lead.Date_Of_Birth__c);
leadProductMap.put(lead.Id,lead.Service__c);
}
Map<Id, Account> existingAccounts = new Map<Id, Account>([SELECT Id, PersonBirthdate, Name, PersonGender FROM Account WHERE Name IN :NameDOBMap.KeySet() AND PersonBirthdate IN :NameDOBMap.values()]);
for(account acc: existingAccounts.values()){
}
//System.debug('Check 1'+existingAccounts);
for(Account accc: existingAccounts.values()){
nameDOBToAccountMap.put(accc.Name+accc.PersonBirthdate, accc);
}
for(Lead ld : leads){
if(!nameDOBToAccountMap.containsKey(ld.Name+ld.Date_Of_Birth__c)){
Account existingAccount = new Account();
existingAccount.LastName = ld.LastName;
existingAccount.FirstName = ld.FirstName;
existingAccount.PersonEmail = ld.Email;
existingAccount.PersonGender = ld.Gender__c;
existingAccount.RecordTypeId = personAccountRecordTypeId;
existingAccount.Ethnicity__pc = ld.Ethnicity__c;
existingAccount.Race__pc = ld.Race__c;
existingAccount.PersonGender = ld.Gender__c;
existingAccount.PersonBirthdate = ld.Date_Of_Birth__c;
accountsToInsert.add(existingAccount);
}
}
if(accountsToInsert.size()>0){
insert accountsToInsert;
}
//system.debug('accountsToInsert'+accountsToInsert);
for(account acc: accountsToInsert){
newCreatedAccounts.put(acc.FirstName+acc.LastName, acc);
}
//system.debug('newCreatedAccounts'+newCreatedAccounts);
for(Lead lead : leads){
//System.debug('Check 2');
Database.LeadConvert LeadConvert = new Database.LeadConvert();
LeadConvert.setLeadId(lead.Id);
LeadConvert.setConvertedStatus(cLeadStatus.MasterLabel);
LeadConvert.setDoNotCreateOpportunity(false);
if(lead.Name != null && lead.Date_Of_Birth__c != null){
if(nameDOBToAccountMap.containsKey(lead.Name+lead.Date_Of_Birth__c) && nameDOBToAccountMap.get(lead.Name+lead.Date_Of_Birth__c)!=Null){
//system.debug('existingAccount==>'+nameDOBToAccountMap.get(lead.Name+lead.Date_Of_Birth__c));
Account existingAccount = new Account();
existingAccount.Id = nameDOBToAccountMap.get(lead.Name+lead.Date_Of_Birth__c).id;
//system.debug('existingAccount'+existingAccount);
existingAccount.Ethnicity__pc = lead.Ethnicity__c;
existingAccount.Race__pc = lead.Race__c;
existingAccount.PersonGender = lead.Gender__c;
accountsToUpdate.add(existingAccount);
LeadConvert.setAccountId(existingAccount.Id);
}
else{
//system.debug('lead.Name+lead.Date_Of_Birth__c'+lead.FirstName+lead.LastName);
if(newCreatedAccounts.containskey(lead.FirstName+lead.LastName) && newCreatedAccounts.get(lead.FirstName+lead.LastName)!= Null){
LeadConvert.setAccountId(newCreatedAccounts.get(lead.FirstName+lead.LastName).Id);
}
}
//System.debug('LeadConvert.getAccountId()'+LeadConvert.getAccountId());
massLeadConvert.add(LeadConvert);
//system.debug('massLeadConvert'+massLeadConvert);
}
}
if(!accountsToUpdate.isEmpty()){
//system.debug('accountsToUpdate'+accountsToUpdate);
update accountsToUpdate;
//system.debug('accountsToUpdate'+accountsToUpdate);
}
if(!massLeadConvert.isEmpty()){
//system.debug('massLeadConvert'+massLeadConvert);
List<Database.LeadConvertResult> lcr = Database.convertLead(massLeadConvert);
for(Database.LeadConvertResult leadConvertResult : lcr) {
//system.debug('leadConvertResult'+leadConvertResult);
//system.debug('accountid'+existingAccounts.containskey(leadConvertResult.accountid));
if(leadConvertResult.isSuccess() && !existingAccounts.containskey(leadConvertResult.accountid) ) {
Contract contract = new Contract();
contract.Status = 'Draft';
contract.AccountId = leadConvertResult.getAccountId();
contract.StartDate = system.today();
contract.ContractTerm = 12;
if(leadProductMap.containskey(leadConvertResult.getLeadId()) && leadProductMap.get(leadConvertResult.getLeadId())!=Null){
contract.Service__c = leadProductMap.get(leadConvertResult.getLeadId());
}
contractsToInsert.add(contract);
}
}
}
if(!contractsToInsert.isEmpty()){
insert contractsToInsert;
}
}catch(Exception e){
//System.debug('Error: '+e.getMessage()+ 'Line Number'+e.getLineNumber());
}
}
}
Test Class :-
@isTest
public class Test_AutoConvertLead {
@isTest
static void testAutoConvertLead()
{
String recordTypeId = Schema.getGlobalDescribe().get('Account').getDescribe().getRecordTypeInfosByName().get('Person Account').getRecordTypeId();
Account acc= new Account(
RecordTypeID=recordTypeId ,
FirstName='Test FName',
LastName='Test LName',
PersonBirthdate = system.today(),
PersonGender = 'Male',
PersonMailingStreet='test@yahoo.com',
PersonMailingPostalCode='12345',
PersonMailingCity='SFO',
PersonEmail='test@yahoo.com',
PersonHomePhone='1234567',
PersonMobilePhone='12345678'
);
insert acc;
Product2 p = new Product2();
p.Name = 'product';
p.sstation__Msrp__c = 1;
insert p;
Lead ld = new lead();
ld.LastName = 'test';
ld.FirstName = 'class';
ld.Email = 'test@gmail.com';
ld.Date_Of_Birth__c = system.today();
ld.Race__c = 'Asian';
ld.Ethnicity__c = 'Hispanic or Latino';
ld.Gender__c = 'Male';
ld.Status = 'New';
ld.Shipping_First_Name__c = 'test';
ld.Shipping_Last_Name__c = 'class';
ld.City = 'test';
ld.Country = 'tes';
ld.Street = 'test';
ld.State = 'test';
ld.PostalCode = '000000';
ld.Service__c = p.Id;
insert ld;
Account accc = new Account();
accc.LastName = ld.LastName;
accc.FirstName = ld.FirstName;
accc.PersonEmail = ld.Email;
//accc.PersonBirthdate = ld.Date_Of_Birth__c-3;
accc.Race__pc = ld.Race__c;
accc.Ethnicity__pc = ld.Ethnicity__c;
accc.PersonGender = ld.Gender__c;
accc.BillingCity = ld.City;
accc.BillingCountry = ld.Country;
accc.BillingPostalCode = ld.PostalCode;
accc.BillingState = ld.State;
accc.BillingStreet = ld.Street;
insert accc;
Contract cont = new Contract();
cont.AccountId= accc.id;
cont.StartDate=date.today();
cont.ContractTerm=2;
cont.Status='Draft';
//cont.Pricebook2Id = standardPricebook.Id;
//cont.Service__c = op.Id;
//cont.Insurance__c = mp.Id;
cont.BillingStreet = 'test';
cont.BillingPostalCode = '759128';
cont.BillingState = 'test';
cont.BillingCity = 'test';
cont.BillingCountry = 'test';
cont.BillingLatitude = 20.296059;
cont.BillingLongitude = 85.824539;
cont.ShippingCity = 'test';
cont.ShippingCountry = 'test';
cont.ShippingPostalCode = '777777';
cont.ShippingLatitude = 20.296059;
cont.ShippingLongitude = 85.824539;
cont.Service__c = p.Id;
insert cont;
{
System.assert(True, 'ErrorMessage');
}
Test.startTest();
Lead l = new Lead(LastName = 'Test Lead',
Company = 'Test Company',Race__c = 'Asian',Ethnicity__c = 'Hispanic or Latino'
);
insert l;
AutoConvertLead obj = new AutoConvertLead();
//String CRON_EXP = '0 0 0 3 9 ? 2042';
//system.schedule('Test status Check9', CRON_EXP, obj );
Test.stopTest();
// For Schedulable AutoSubscriptionForOrderCreation
}
}
Best Answer chosen by Sudeep SinghSai Praveen (Salesforce Developers) Can you try the test class as below which may give you above 85% coverage.
@isTest
public class Test_AutoConvertLead {
@isTest
static void testAutoConvertLead()
{
String recordTypeId = Schema.getGlobalDescribe().get('Account').getDescribe().getRecordTypeInfosByName().get('Person Account').getRecordTypeId();
Account acc= new Account(
RecordTypeID=recordTypeId ,
FirstName='Test FName',
LastName='Test LName',
PersonBirthdate = system.today(),
PersonMailingStreet='test@yahoo.com',
PersonMailingPostalCode='12345',
PersonMailingCity='SFO',
PersonEmail='test@yahoo.com',
PersonHomePhone='1234567',
PersonMobilePhone='12345678'
);
insert acc;
Product2 p = new Product2();
p.Name = 'product';
insert p;
Lead ld = new lead();
ld.LastName = 'test';
ld.FirstName = 'class';
ld.Email = 'test@gmail.com';
ld.Date_Of_Birth__c = system.today();
ld.Gender__c = 'Male';
ld.Status = 'New';
ld.City = 'test';
ld.Country = 'tes';
ld.Street = 'test';
ld.State = 'test';
ld.PostalCode = '000000';
ld.Service__c = p.Id;
insert ld;
List<Id> leadlist= new list<Id>();
leadlist.add(ld.id);
Account accc = new Account();
accc.LastName = ld.LastName;
accc.FirstName = ld.FirstName;
accc.PersonEmail = ld.Email;
//accc.PersonBirthdate = ld.Date_Of_Birth__c-3;
accc.BillingCity = ld.City;
accc.BillingCountry = ld.Country;
accc.BillingPostalCode = ld.PostalCode;
accc.BillingState = ld.State;
accc.BillingStreet = ld.Street;
insert accc;
Contract cont = new Contract();
cont.AccountId= accc.id;
cont.StartDate=date.today();
cont.ContractTerm=2;
cont.Status='Draft';
//cont.Pricebook2Id = standardPricebook.Id;
//cont.Service__c = op.Id;
//cont.Insurance__c = mp.Id;
cont.BillingStreet = 'test';
cont.BillingPostalCode = '759128';
cont.BillingState = 'test';
cont.BillingCity = 'test';
cont.BillingCountry = 'test';
cont.BillingLatitude = 20.296059;
cont.BillingLongitude = 85.824539;
cont.ShippingCity = 'test';
cont.ShippingCountry = 'test';
cont.ShippingPostalCode = '777777';
cont.ShippingLatitude = 20.296059;
cont.ShippingLongitude = 85.824539;
cont.Service__c = p.Id;
insert cont;
{
AutoConvertLead.assignLeads(leadlist);
}
Test.startTest();
Test.stopTest();
// For Schedulable AutoSubscriptionForOrderCreation
}
}
Let me know if you face any issues.
If this solution helps, Please mark it as best answer.
Thanks,
Harry C. (NPSP) How to make it so one field copies another field?
Also, I'm just wondering how to alter the layout for new opportunities in general. I've tried doing it and I can't seem to make those changes reflect on the actual New Opportunity popup. There are a ton of fields we just don't use, and I want to hide them so they're less confusing for other staff.
Apologies again if I'm not wording these questions accurately. I don't fully understand all of the terminology yet but I'm learning!
Best Answer chosen by Harry C.Vinay (Salesforce Developers) You can use flow to copy close date value to QB date, below is sample example that can help you with your requirement.
https://salesforce-flowsome.com/an-easy-flow-to-copy-address-field/
If QB date is new field you can try changing data type to formula so that it would populate close date as required.
QB date = Close Date
Please mark as Best Answer if above information was helpful.
Thanks,
Louis Tran 16 Salesforce Dashboard to Office TV Display
Best Answer chosen by Louis Tran 16Subrat (Salesforce Developers) Please refer to the below links which might help you further with the above requirement.
https://chrome.google.com/webstore/detail/salesforce-dashboards-on/imhafmhikkdannadmlekonhplfmfdddf?hl=en
https://www.klipfolio.com/blog/salesforce-tv-dashboard
https://success.salesforce.com/answers?id=9063A000000DuIZQA0
https://success.salesforce.com/answers?id=90630000000gw6cAAA
If it helps please mark this as best answer.
Thank you.
Jaye Lowe auto-merge duplicate leads
Best Answer chosen by Jaye LoweVinay (Salesforce Developers) Currently auto merge duplicate leads feature is unavailable at moment. Kindly review below Idea and vote for this feature.
https://ideas.salesforce.com/s/idea/a0B8W00000GdhPZUAZ/allow-automerge-in-duplicate-management
However you can check below appexchange tool for merging duplicates records.
https://appexchange.salesforce.com/listingDetail?listingId=a0N3A00000G5tCPUAZ&tab=e&_ga=2.71712855.532635474.1674513347-602491664.1654971272
Please mark as Best Answer if above information was helpful.
Thanks,
Frederica Kearney pre-chat data into salesforce
We have set up omni pre-chat forms which takes email address as a required field, but it doesn't pull the email address customers enter into the main SF record the system creates.
We want to use email addresses in the reports on chat transcript activity. Is there a way to pull this data into the main system please?
Thanks
Best Answer chosen by Frederica KearneySwetha (Salesforce Developers) You can make use of findOrCreate.saveToTranscript to create a record and save it to the chat transcript associated with the chat
Syntax:
<input type="hidden" name= "liveagent.prechat.findorcreate.saveToTranscript: String entityName" value= "String transcriptFieldName" />
More info : https://developer.salesforce.com/docs/atlas.en-us.live_agent_dev.meta/live_agent_dev/live_agent_creating_records_prechat_API_saveToTranscript.htm
If this information helps, please mark the answer as best. Thank you
Sudeep Singh My lead is not converting
@InvocableMethod
public static void assignLeads(List<Id> LeadIds) {
try{
LeadStatus cLeadStatus = [SELECT Id,MasterLabel FROM LeadStatus WHERE isConverted = true LIMIT 1];
List<Lead> leads = [SELECT Id,Name,Date_Of_Birth__c,Ethnicity__c, Race__c FROM Lead WHERE Id IN :LeadIds];
Map<String,Date> NameDOBMap = new Map<String,Date>();
List<String> leadNames = new List<String>();
List<Date> leadDOBs = new List<Date>();
for(Lead lead: leads) {
System.debug('Check 1'+lead.Name);
leadNames.add(String.valueOf(lead.Name));
leadDOBs.add(lead.Date_Of_Birth__c);
NameDOBMap.put(lead.Name, lead.Date_Of_Birth__c);
}
Map<Id, Account> existingAccounts = new Map<Id, Account>([SELECT Id, PersonBirthdate, Name FROM Account WHERE Name IN :NameDOBMap.KeySet() AND PersonBirthdate IN :NameDOBMap.values()]);
List<Database.LeadConvert> massLeadConvert = new List<Database.LeadConvert>();
for(Lead lead : leads){
System.debug('Check 2'+lead.Name);
Database.LeadConvert LeadConvert = new Database.LeadConvert();
LeadConvert.setLeadId(lead.Id);
LeadConvert.setConvertedStatus(cLeadStatus.MasterLabel);
if(lead.Name != null && lead.Date_Of_Birth__c != null){
System.debug('Check 3'+lead.Name);
if(NameDOBMap.containsKey(lead.Name) && lead.Date_Of_Birth__c==NameDOBMap.get(lead.Name)){
System.debug('Check 4'+lead.Name);
Account existingAccount = existingAccounts.get(lead.Id);
existingAccount.Ethnicity__pc = lead.Ethnicity__c;
existingAccount.Race__pc = lead.Race__c;
update existingAccount;
LeadConvert.setAccountId(existingAccount.Id);
} else {
LeadConvert.setDoNotCreateOpportunity(false);
}
massLeadConvert.add(LeadConvert);
}else{
LeadConvert.setDoNotCreateOpportunity(false);
}
}
if(!massLeadConvert.isEmpty()){
System.debug('Check 5'+lead.Name);
List<Database.LeadConvertResult> lcr = Database.convertLead(massLeadConvert);
for(Database.LeadConvertResult leadConvertResult : lcr) {
if(leadConvertResult.isSuccess()) {
Contract contract = new Contract();
contract.Status = 'Draft';
contract.AccountId = leadConvertResult.getAccountId();
contract.StartDate = system.today();
contract.Description = 'New Contract';
insert contract;
}
}
}
}catch(Exception e){
//System.debug('Error: '+e);
}
}
}
Lead is not conveting to Contract
Best Answer chosen by Sudeep SinghSubrat (Salesforce Developers) According to this help article -> https://help.salesforce.com/s/articleView?id=sf.contract_supplemental.htm&type=5 (https://help.salesforce.com/s/articleView?id=sf.contract_supplemental.htm&type=5)
There is a requirement of
1) How long the contract will be in effect: the term in months (required)
2) The end date
Add thses 2 fields and let me know further.
Hope it helps.
Thank you.
Admin3 Radius Determining Lacking records in Flow
1. Fetch records for object A with filter user and year
2. from the result with perhaps an array? (January~December - as text) determine which value have no match.
3. From the list of non existing record, iterate on array with missing Month and create those records with default values.
I dont know how to implement or create the flow for Item 2 & 3.
Any experts help is greatly appreciated. Thank you in advance.
Best Answer chosen by Admin3 RadiusShri RajStart with a "Record Lookup" element to fetch records from object A, with a filter to retrieve records for a specific user and year.
Create a "Loop" element to iterate through the list of records returned in step 1.
Inside the loop, create a "Decision" element to check if the current record's month value matches any of the values in your array of months (January~December). You can use the "Contains" element to check if the current record's month value is contained in your array.
If the current record's month value does not match any of the values in your array, create a new record in object A using the "Create Record" element. You can use the "Assign" element to set the default values for the new record.
If the current record's month value does match a value in your array, continue to the next record in the loop.
Once all records have been processed, the flow will exit the loop and continue with any subsequent elements you have in your flow.
You need to query Phone field in Map<Id,Lead> leadmap and also assign phone number to person phone in Account as hightlited. Any field you can do in similar way.
public class AutoConvertLead { @InvocableMethod public static void assignLeads(List<Id> LeadIds) { try{ Map<String,Date> NameDOBMap = new Map<String,Date>(); List<String> leadNames = new List<String>(); List<Date> leadDOBs = new List<Date>(); List<Database.LeadConvert> massLeadConvert = new List<Database.LeadConvert>(); List<Account> accountsToUpdate = new List<Account>(); List<Account> accountsToInsert = new List<Account>(); List<Contract> contractsToInsert = new List<Contract>(); Map<String,Account> nameDOBToAccountMap = new Map<String,Account>(); Map<String,Account> newCreatedAccounts = new Map<String,Account>(); Map<ID,Id> leadProductMap = new Map<Id,Id>(); Id personAccountRecordTypeId = Schema.SObjectType.Account.getRecordTypeInfosByName().get('Person Account').getRecordTypeId(); LeadStatus cLeadStatus = [SELECT Id,MasterLabel FROM LeadStatus WHERE isConverted = true LIMIT 1]; // List<Lead> leads = [SELECT Id,Name,LastName,FirstName,Email,Date_Of_Birth__c,Service__c,Ethnicity__c, Race__c,Gender__c FROM Lead WHERE Id IN :LeadIds]; Map<Id,Lead> leadmap= new Map<Id,Lead>([SELECT Id,Name,LastName,FirstName,Email,Date_Of_Birth__c,Service__c,Ethnicity__c, Race__c,Phone,Gender__c,City,Country,State,Street,PostalCode FROM Lead WHERE Id IN :LeadIds]); // for(Lead lead: leads) { for(Lead lead: leadmap.values()) { leadNames.add(String.valueOf(lead.Name)); leadDOBs.add(lead.Date_Of_Birth__c); NameDOBMap.put(lead.Name, lead.Date_Of_Birth__c); leadProductMap.put(lead.Id,lead.Service__c); } Map<Id, Account> existingAccounts = new Map<Id, Account>([SELECT Id, PersonBirthdate, Name, PersonGender FROM Account WHERE Name IN :NameDOBMap.KeySet() AND PersonBirthdate IN :NameDOBMap.values()]); for(account acc: existingAccounts.values()){ } //System.debug('Check 1'+existingAccounts); for(Account accc: existingAccounts.values()){ nameDOBToAccountMap.put(accc.Name+accc.PersonBirthdate, accc); } // for(Lead ld : leads){ for(Lead ld: leadmap.values()) { if(!nameDOBToAccountMap.containsKey(ld.Name+ld.Date_Of_Birth__c)){ Account existingAccount = new Account(); existingAccount.LastName = ld.LastName; existingAccount.FirstName = ld.FirstName; existingAccount.PersonEmail = ld.Email; existingAccount.PersonGender = ld.Gender__c; existingAccount.PersonHomePhone=ld.Phone; existingAccount.RecordTypeId = personAccountRecordTypeId; existingAccount.Ethnicity__pc = ld.Ethnicity__c; existingAccount.Race__pc = ld.Race__c; existingAccount.PersonGender = ld.Gender__c; existingAccount.PersonBirthdate = ld.Date_Of_Birth__c; accountsToInsert.add(existingAccount); } } if(accountsToInsert.size()>0){ insert accountsToInsert; } //system.debug('accountsToInsert'+accountsToInsert); for(account acc: accountsToInsert){ newCreatedAccounts.put(acc.FirstName+acc.LastName, acc); } //system.debug('newCreatedAccounts'+newCreatedAccounts); //for(Lead lead : leads){ for(Lead lead : leadmap.values()){ //System.debug('Check 2'); Database.LeadConvert LeadConvert = new Database.LeadConvert(); LeadConvert.setLeadId(lead.Id); LeadConvert.setConvertedStatus(cLeadStatus.MasterLabel); LeadConvert.setDoNotCreateOpportunity(false); if(lead.Name != null && lead.Date_Of_Birth__c != null){ if(nameDOBToAccountMap.containsKey(lead.Name+lead.Date_Of_Birth__c) && nameDOBToAccountMap.get(lead.Name+lead.Date_Of_Birth__c)!=Null){ //system.debug('existingAccount==>'+nameDOBToAccountMap.get(lead.Name+lead.Date_Of_Birth__c)); Account existingAccount = new Account(); existingAccount.Id = nameDOBToAccountMap.get(lead.Name+lead.Date_Of_Birth__c).id; //system.debug('existingAccount'+existingAccount); existingAccount.Ethnicity__pc = lead.Ethnicity__c; existingAccount.Race__pc = lead.Race__c; existingAccount.PersonGender = lead.Gender__c; accountsToUpdate.add(existingAccount); LeadConvert.setAccountId(existingAccount.Id); } else{ //system.debug('lead.Name+lead.Date_Of_Birth__c'+lead.FirstName+lead.LastName); if(newCreatedAccounts.containskey(lead.FirstName+lead.LastName) && newCreatedAccounts.get(lead.FirstName+lead.LastName)!= Null){ LeadConvert.setAccountId(newCreatedAccounts.get(lead.FirstName+lead.LastName).Id); } } //System.debug('LeadConvert.getAccountId()'+LeadConvert.getAccountId()); massLeadConvert.add(LeadConvert); //system.debug('massLeadConvert'+massLeadConvert); } } if(!accountsToUpdate.isEmpty()){ //system.debug('accountsToUpdate'+accountsToUpdate); update accountsToUpdate; //system.debug('accountsToUpdate'+accountsToUpdate); } if(!massLeadConvert.isEmpty()){ //system.debug('massLeadConvert'+massLeadConvert); List<Database.LeadConvertResult> lcr = Database.convertLead(massLeadConvert); for(Database.LeadConvertResult leadConvertResult : lcr) { //system.debug('leadConvertResult'+leadConvertResult); //system.debug('accountid'+existingAccounts.containskey(leadConvertResult.accountid)); if(leadConvertResult.isSuccess() && !existingAccounts.containskey(leadConvertResult.accountid) ) { Contract contract = new Contract(); contract.Status = 'Draft'; contract.AccountId = leadConvertResult.getAccountId(); contract.StartDate = system.today(); contract.ContractTerm = 12; if(leadProductMap.containskey(leadConvertResult.getLeadId()) && leadProductMap.get(leadConvertResult.getLeadId())!=Null){ contract.Service__c = leadProductMap.get(leadConvertResult.getLeadId()); } if(leadmap.containskey(leadConvertResult.getLeadId()) ) { contract.BillingCity= leadmap.get(leadConvertResult.getLeadId()).City; contract.BillingState= leadmap.get(leadConvertResult.getLeadId()).State; contract.BillingCountry = leadmap.get(leadConvertResult.getLeadId()).Country; Contract.BillingStreet=leadmap.get(leadConvertResult.getLeadId()).Street; Contract.BillingPostalCode=leadmap.get(leadConvertResult.getLeadId()).PostalCode; } contractsToInsert.add(contract); } } } if(!contractsToInsert.isEmpty()){ insert contractsToInsert; } }catch(Exception e){ //System.debug('Error: '+e.getMessage()+ 'Line Number'+e.getLineNumber()); } } }If this solution helps, Please mark it as best answer.
Thanks,