Apex Code Development You need to sign in to do that
Don't have an account?
Atheris Where to add additional loop for a trigger?
Old trigger : convert new Lead to an Account if FirstName, LastName, Email match.
New Email : convert new Lead to an Account if FirstName, LastName, Email match + IsDeleted equals False.
Problem : if there are 2 (or more) accounts in the system with matching FirstName, LastName, Email and one equals as Deleted, then Trigger will allow new Lead to be created to a new Account - even though it should loop through matching Accounts and convert it to Account it matches and isn't set as Deleted.
But where do I add this loop request?
New Email : convert new Lead to an Account if FirstName, LastName, Email match + IsDeleted equals False.
Problem : if there are 2 (or more) accounts in the system with matching FirstName, LastName, Email and one equals as Deleted, then Trigger will allow new Lead to be created to a new Account - even though it should loop through matching Accounts and convert it to Account it matches and isn't set as Deleted.
But where do I add this loop request?
trigger LeadAutoConvert on Lead (after insert, after update)
{
Map<Id, Lead> newLeadsById = new Map<Id, Lead>([SELECT Id
, FirstName
, LastName
, IsConverted
, Academic_Title__c
, BirthDate__c
, Email
, Email_Already_In_The_System__c
, Newsletter_Subscriber__c
, RecordType__c
, COM_Web_Form__c
, DE_Web_Form__c
, FR_Web_Form__c
, NO_Web_Form__c
, UK_Web_Form__c
, US_Web_Form__c
, Explorer__c
, Explorer_Chile_Antarctica__c
, Explorer_Greenland__c
, Explorer_Svalbard__c
, Norway_Coastal__c
, Norway_Coastal_Autumn__c
, Norway_Coastal_Winter__c
, Norway_Coastal_Spring__c
, Norway_Coastal_Summer__c
, Norway_Coastal_Port_To_Port__c
, Norway_Coastal_Round_Trip__c
, Other_European_Voyages__c
, Gender__c
, Nationality__c
, Mobile__c
, Phone
, Web_Form_Address__c
, Web_Form_Street_No__c
, Web_Form_Building__c
, Web_Form_Postal_Code__c
, Web_Form_City__c
, Web_Form_Locality__c
, Web_Form_Region__c
, Web_Form_Country__c
, No_Email__c
, No_Letter__c
, No_Phone_Call__c
, No_Sms__c
, Autumn__c
, Spring__c
, Summer__c
, Winter__c
, Norway__c
, Antarctica__c
, Greenland__c
, Spitsbergen__c
, Atlantic_Coast__c
, Iceland__c
FROM Lead
WHERE Id IN: trigger.new]);
Set<String> leadEmails = new Set<String>();
for(Lead lead : newLeadsById.Values())
{
leadEmails.Add(lead.Email);
}
Map<String, Id> accountRecordTypesByName = new Map<String, Id>();
for(RecordType accountRecordType : [SELECT Id, Name FROM RecordType WHERE SobjectType =: 'Account'])
{
accountRecordTypesByName.Put(accountRecordType.Name, accountRecordType.Id);
}
List<LeadStatus> convertedLeadStatuses = [SELECT Id, MasterLabel FROM LeadStatus WHERE IsConverted = true LIMIT 1];
//All accounts that match the lead emails.
List<Account> accounts = [SELECT Id
, FirstName
, LastName
, PersonEmail
, IsDeleted__c
FROM Account
WHERE PersonEmail IN: leadEmails];
Map<String, Account> accountsByEmail = new Map<String, Account>();
for(Account account : accounts)
{
accountsByEmail.Put(account.PersonEmail, account);
}
//All the leads that need to be converted into new accounts.
List<Database.LeadConvert> leadsToConvert = new List<Database.LeadConvert>();
//All the leads that match an existing account. These accounts will be updated and the lead set to converted.
Set<Id> existingAccountsForLeads = new Set<Id>();
for (Lead lead : newLeadsById.Values())
{
//to prevent recursion
if (lead.isConverted == false && lead.Email_already_in_the_system__c == false)
{
Database.LeadConvert leadConvert = new Database.LeadConvert();
leadConvert.SetLeadId(lead.Id);
leadConvert.SetDoNotCreateOpportunity(true);
leadConvert.SetConvertedStatus(convertedLeadStatuses[0].MasterLabel);
//Check whether an account already exists with this lead's email and name. If one already exists we do not need to convert
//to a new account as they are already a customer. We rather need to update the existing record.
Account matchingAccount = accountsByEmail.Get(lead.Email);
if (matchingAccount != null && matchingAccount.FirstName == lead.FirstName && matchingAccount.LastName == lead.LastName && matchingAccount.IsDeleted__c == false)
{
leadConvert.SetAccountId(matchingAccount.Id);
existingAccountsForLeads.Add(matchingAccount.Id);
}
leadsToConvert.Add(leadConvert);
}
}
Map<Id, Id> accountIdsForLeadIds = new Map<Id, Id>();
List<Account> accountsToUpdate = new List<Account>();
if (!leadsToConvert.IsEmpty())
{
//Convert all applicable leads into accounts.
List<Database.LeadConvertResult> convertResults = Database.convertLead(leadsToConvert);
//Keep a mapping of all successful conversions.
for (Database.LeadConvertResult result : convertResults)
if (result.IsSuccess())
{
accountIdsForLeadIds.Put(result.AccountId, result.LeadId);
}
accountsToUpdate = [SELECT Id
, PersonTitle
, FirstName
, LastName
, Culture__c
, PersonBirthDate
, Gender__c
, Nationality__c
, PersonEmail
, Phone
, PersonMobilePhone
, ShippingStreet__c
, ShippingPostalCode__c
, ShippingCity__c
, ShippingCountry__c
, ShippingLocality__c
, ShippingStreetNo__c
, ShippingRegion__c
, ShippingBuilding__c
, PersonHasOptedOutOfEmail //ALC_No_Emal__c
, NoLetter__pc
, PersonDoNotCall
, NoSms__pc
, Explorer__c
, Explorer_Chile_Antarctica__c
, Explorer_Greenland__c
, Explorer_Svalbard__c
, Norway_Coastal__c
, Norway_Coastal_Autumn__c
, Norway_Coastal_Winter__c
, Norway_Coastal_Spring__c
, Norway_Coastal_Summer__c
, Norway_Coastal_Port_To_Port__c
, Norway_Coastal_Round_Trip__c
, Other_European_Voyages__c
, Autumn__c
, Spring__c
, Summer__c
, Winter__c
, Norway__c
, Antarctica__c
, Greenland__c
, Spitsbergen__c
, Atlantic_Coast__c
, Iceland__c
FROM Account
WHERE Id IN: accountIdsForLeadIds.KeySet()];
for (Account accountToUpdate : accountsToUpdate)
{
Id matchingLeadId = accountIdsForLeadIds.Get(accountToUpdate.Id);
if (matchingLeadId == null)
continue;
Lead matchingLead = newLeadsById.Get(matchingLeadId);
if (matchingLead == null)
continue;
//If this is a brand new account (i.e. the lead did not match an existing account) we
//need to set some base information.
if (!existingAccountsForLeads.Contains(accountToUpdate.Id))
{
if (matchingLead.COM_Web_Form__c == true || matchingLead.UK_Web_Form__c == true)
{
accountToUpdate.Culture__c = 'English (United Kingdom)';
accountToUpdate.Nationality__c = 'UNITED KINGDOM';
}
else if (matchingLead.DE_Web_Form__c == true)
{
accountToUpdate.Culture__c = 'German (Germany)';
accountToUpdate.Nationality__c = 'GERMANY';
}
else if (matchingLead.FR_Web_Form__c == true)
{
accountToUpdate.Culture__c = 'French (France)';
accountToUpdate.Nationality__c = 'FRANCE';
}
else if (matchingLead.NO_Web_Form__c == true)
{
accountToUpdate.Culture__c = 'Norwegian, Bokmål (Norway)';
accountToUpdate.Nationality__c = 'NORWAY';
}
else if (matchingLead.US_Web_Form__c == true)
{
accountToUpdate.Culture__c = 'English (United States)';
accountToUpdate.Nationality__c = 'USA';
}
if (matchingLead.BirthDate__c != null)
accountToUpdate.PersonBirthDate = matchingLead.BirthDate__c;
//Ensure that the record type is correctly set on the account.
accountToUpdate.RecordTypeId = accountRecordTypesByName.Get(matchingLead.RecordType__c);
}
else
{
if (matchingLead.Gender__c != null)
accountToUpdate.Gender__c = matchingLead.Gender__c;
if (matchingLead.Nationality__c != null)
accountToUpdate.Nationality__c = matchingLead.Nationality__c;
if (matchingLead.Mobile__c != null)
accountToUpdate.PersonMobilePhone = matchingLead.Mobile__c;
if (matchingLead.Phone != null)
accountToUpdate.Phone = matchingLead.Phone;
if (matchingLead.Web_Form_Address__c != null)
accountToUpdate.ShippingStreet__c = matchingLead.Web_Form_Address__c;
if (matchingLead.Web_Form_Street_No__c != null)
accountToUpdate.ShippingStreetNo__c = matchingLead.Web_Form_Street_No__c;
if (matchingLead.Web_Form_Building__c != null)
accountToUpdate.ShippingBuilding__c = matchingLead.Web_Form_Building__c;
if (matchingLead.Web_Form_Postal_Code__c != null)
accountToUpdate.ShippingPostalCode__c = matchingLead.Web_Form_Postal_Code__c;
if (matchingLead.Web_Form_City__c != null)
accountToUpdate.ShippingCity__c = matchingLead.Web_Form_City__c;
if (matchingLead.Web_Form_Locality__c != null)
accountToUpdate.ShippingLocality__c = matchingLead.Web_Form_Locality__c;
if (matchingLead.Web_Form_Region__c != null)
accountToUpdate.ShippingRegion__c = matchingLead.Web_Form_Region__c;
if (matchingLead.Web_Form_Country__c != null)
accountToUpdate.ShippingCountry__c = matchingLead.Web_Form_Country__c;
if (matchingLead.No_Letter__c != null)
accountToUpdate.NoLetter__pc = matchingLead.No_Letter__c;
if (matchingLead.No_Sms__c != null)
accountToUpdate.NoSms__pc = matchingLead.No_Sms__c;
}
if (matchingLead.Explorer__c == true)
accountToUpdate.Explorer__c = 'Interested';
if (matchingLead.Explorer_Chile_Antarctica__c == true)
accountToUpdate.Explorer_Chile_Antarctica__c = 'Interested';
if (matchingLead.Explorer_Greenland__c == true)
accountToUpdate.Explorer_Greenland__c = 'Interested';
if (matchingLead.Explorer_Svalbard__c == true)
accountToUpdate.Explorer_Svalbard__c = 'Interested';
if (matchingLead.Norway_Coastal__c == true)
accountToUpdate.Norway_Coastal__c = 'Interested';
if (matchingLead.Norway_Coastal_Autumn__c == true)
accountToUpdate.Norway_Coastal_Autumn__c = 'Interested';
if (matchingLead.Norway_Coastal_Winter__c == true)
accountToUpdate.Norway_Coastal_Winter__c = 'Interested';
if (matchingLead.Norway_Coastal_Spring__c == true)
accountToUpdate.Norway_Coastal_Spring__c = 'Interested';
if (matchingLead.Norway_Coastal_Summer__c == true)
accountToUpdate.Norway_Coastal_Summer__c = 'Interested';
if (matchingLead.Norway_Coastal_Port_To_Port__c == true)
accountToUpdate.Norway_Coastal_Port_To_Port__c = 'Interested';
if (matchingLead.Norway_Coastal_Round_Trip__c == true)
accountToUpdate.Norway_Coastal_Round_Trip__c = 'Interested';
if (matchingLead.Other_European_Voyages__c == true)
accountToUpdate.Other_European_Voyages__c = 'Interested';
if (matchingLead.Autumn__c == true)
accountToUpdate.Autumn__c = true;
if (matchingLead.Spring__c == true)
accountToUpdate.Spring__c = true;
if (matchingLead.Summer__c == true)
accountToUpdate.Summer__c = true;
if (matchingLead.Winter__c == true)
accountToUpdate.Winter__c = true;
if (matchingLead.Norway__c == true)
accountToUpdate.Norway__c = true;
if (matchingLead.Antarctica__c == true)
accountToUpdate.Antarctica__c = true;
if (matchingLead.Greenland__c == true)
accountToUpdate.Greenland__c = true;
if (matchingLead.Spitsbergen__c == true)
accountToUpdate.Spitsbergen__c = true;
if (matchingLead.Atlantic_Coast__c == true)
accountToUpdate.Atlantic_Coast__c = true;
if (matchingLead.Iceland__c == true)
accountToUpdate.Iceland__c = true;
if (matchingLead.Academic_Title__c != null)
accountToUpdate.PersonTitle = matchingLead.Academic_Title__c;
if (matchingLead.No_Email__c != null)
accountToUpdate.PersonHasOptedOutOfEmail = matchingLead.No_Email__c;
if (matchingLead.No_Phone_Call__c != null)
accountToUpdate.PersonDoNotCall = matchingLead.No_Phone_Call__c;
}
}
if (!accountsToUpdate.IsEmpty())
update accountsToUpdate;
}
I think in this case - you should build a map that looks like this map<email,list<Account>> (defined like Map<string,list<Account>> - probably call it mAccounts. I'd populate it like this...
map<string,list<Account>> mAccounts = new map<string,list<Account>>(); for(Account account :accounts) { list<Account> iterAccounts = new list<Account>(); if(mAccounts.containsKey(account.email)) { iterAccounts = mAccounts.get(account.email); } iterAccounts.add(account); mAccounts.put(account.email,iterAccounts); } // Now you have a populated map of <Email,List<Account>>then - at 109 - where you just do a get of the accountsByEmail - you need to so something similar - get list of accounts by email - then loop through that list.
HTH