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EdCode How to emulated a Process Builder Scheduled Action with Apex
Is there a way, with Apex, to deliver the folowing requirement:
When Now() falls withing 45 days before a deadline DateTime on the Account, then in such scenario:
First: verify if this Account already has a Case with criteria xyz; if such Case record already exist, update it;
Second: if no such Case exists, then create a Case with attributes xyz.
When Now() falls withing 45 days before a deadline DateTime on the Account, then in such scenario:
First: verify if this Account already has a Case with criteria xyz; if such Case record already exist, update it;
Second: if no such Case exists, then create a Case with attributes xyz.
public static void myCustomMethod(List<Account> accountList){ Set<Id> selectedAccIdSet = new Set<Id>(); //Map<account Id, account> Map<Id, Account> accountMap = new Map<Id, Account>(accountList); Map<Id, Boolean> accIdCaseExistMap = new Map<Id, Boolean>(); for(Account account : accountList){ if(String.isNotBlank(account.Broker_KYC_Review__c)){ selectedAccIdSet.add(account.Id); // set intially that this account doesn't has related case accIdCaseExistMap.put(account.Id, false); } } List<Case> caseList = new List<Case>([ Select Id, AccountId, <Other fields> From Case Where AccountId IN:selectedAccIdSet ]); for(Case case : caseList){ //mark that case exists for account in accIdCaseExistMap using AccountId accIdCaseExistMap.put(case.AccountId, true); // update fields of existing cases case.Name = 'update if required'; //update other fields case.somefield__C = accountMap.get(case.AccountId).Some_Account_Field__c } //now wherever in accIdCaseExistMap value is still false, it means cases doesnt exist for that account for(Id accId : accIdCaseExistMap.keySet()){ if(accIdCaseExistMap.get(accId) == false){ Case case = new Case(); case.AccountId = accId; case.name = 'some value as per requirement'; case.Some_field__c = accountMap.get(accId).Some_Account_Field__c; // and other fields caseList.add(case); } } Database.upsert(caseList, false); }change field api names, syntax as per your requirement.If this helps solve your problem, please mark this as BEST ANSWER, so that others may benefit as well.