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Dustin Moore 22 Assistance with creating a batched Apex class to run nightly
Hello,
I am needing some assistnace writing a batched apex class that will update contacts meeting certin criteria, and update a picklist based on a date field.
Example:
Get all contacts where record type id = XXXXXXX & Latest_Service_Date__c != (not equal) NULL
If Latest_Service_Date__c is ≥ Date(TODAY - 90) update Picklist_Field__c = TRUE
else If Latest_Service_Date__c is < Date(TODAY - 90) update Picklist_Field__c = FALSE
Date(TODAY - 90) meaning if the Latest_Service_Date__c is in the past 90 days.
Would be glad to read through any articles or material, I just have not been successful in finding anything helpful thus far.
I am needing some assistnace writing a batched apex class that will update contacts meeting certin criteria, and update a picklist based on a date field.
Example:
Get all contacts where record type id = XXXXXXX & Latest_Service_Date__c != (not equal) NULL
If Latest_Service_Date__c is ≥ Date(TODAY - 90) update Picklist_Field__c = TRUE
else If Latest_Service_Date__c is < Date(TODAY - 90) update Picklist_Field__c = FALSE
Date(TODAY - 90) meaning if the Latest_Service_Date__c is in the past 90 days.
Would be glad to read through any articles or material, I just have not been successful in finding anything helpful thus far.
--------------------------------
global class UpdateContactBatch implements Database.Batchable<sobject>, Schedulable {
// Constructor
global UpdateContactBatch() {
}
// Start Method
global Database.QueryLocator start(Database.BatchableContext BC) {
Id recordTypeId = Schema.SObjectType.Contact.RecordTypeInfosByName.get('Test').RecordTypeId;
String query = 'SELECT ID, Latest_Service_Date__c, RecordTypeId '+
' FROM Contact ' +
' WHERE RecordTypeId = : recordTypeId ' +
'AND Latest_Service_Date__c != NULL';
return Database.getQueryLocator(query);
}
// Execute Method
global void execute(Database.BatchableContext BC, List<Contact> contacts) {
// Loop to iterate over the list of Contacts
for(Contact contact : contacts) {
if(contact.Latest_Service_Date__c > Date.today()-90) {
contact.Picklist_Field__c = true;
} else {
contact.Picklist_Field__c = false;
}
}
// Performing the DML operation
if(contacts.size() > 0) {
update contacts;
}
}
// Finish method
global void finish(Database.BatchableContext info) {
}
global void execute(System.SchedulableContext SC) {
Database.executeBatch(new UpdateContactBatch(), 200);
}
}
Test class:
-----------------
@isTest
public class UpdateContactBatchTest {
@testSetUp static void prepareTestData() {
Id recordTypeId = Schema.SObjectType.Contact.RecordTypeInfosByName.get('Test').RecordTypeId;
List<Account> accounts = new List<Account>();
Account account1 = new Account(Name = 'Test Account1');
Account account2 = new Account(Name = 'Test Account2');
accounts.add(account1);
accounts.add(account2);
insert accounts;
List<Contact> contacts = new List<Contact>();
contact contact1 = new Contact(LastName = 'Test LastName', FirstName = 'Test FirstName', RecordTypeId = recordTypeId,
AccountId = account1.Id, Latest_Service_Date__c = Date.today() - 90);
contact contact2 = new Contact(LastName = 'Test LastName', FirstName = 'Test FirstName', RecordTypeId = recordTypeId,
AccountId = account2.Id, Latest_Service_Date__c = Date.today());
contacts.add(contact1);
contacts.add(contact2);
insert contacts;
}
@isTest static void testMethod1() {
Account account = [SELECT ID, NAME FROM Account WHERE NAME = 'Test Account1'];
Contact contact = [Select Id FROM Contact where AccountId = :account.Id];
Test.startTest();
UpdateContactBatch batch1 = new UpdateContactBatch();
String sch = '0 0 2 * * ?';
System.Schedule('Testing the batch class', sch, batch1);
Test.stopTest();
}
}
All Answers
--------------------------------
global class UpdateContactBatch implements Database.Batchable<sobject>, Schedulable {
// Constructor
global UpdateContactBatch() {
}
// Start Method
global Database.QueryLocator start(Database.BatchableContext BC) {
Id recordTypeId = Schema.SObjectType.Contact.RecordTypeInfosByName.get('Test').RecordTypeId;
String query = 'SELECT ID, Latest_Service_Date__c, RecordTypeId '+
' FROM Contact ' +
' WHERE RecordTypeId = : recordTypeId ' +
'AND Latest_Service_Date__c != NULL';
return Database.getQueryLocator(query);
}
// Execute Method
global void execute(Database.BatchableContext BC, List<Contact> contacts) {
// Loop to iterate over the list of Contacts
for(Contact contact : contacts) {
if(contact.Latest_Service_Date__c > Date.today()-90) {
contact.Picklist_Field__c = true;
} else {
contact.Picklist_Field__c = false;
}
}
// Performing the DML operation
if(contacts.size() > 0) {
update contacts;
}
}
// Finish method
global void finish(Database.BatchableContext info) {
}
global void execute(System.SchedulableContext SC) {
Database.executeBatch(new UpdateContactBatch(), 200);
}
}
Test class:
-----------------
@isTest
public class UpdateContactBatchTest {
@testSetUp static void prepareTestData() {
Id recordTypeId = Schema.SObjectType.Contact.RecordTypeInfosByName.get('Test').RecordTypeId;
List<Account> accounts = new List<Account>();
Account account1 = new Account(Name = 'Test Account1');
Account account2 = new Account(Name = 'Test Account2');
accounts.add(account1);
accounts.add(account2);
insert accounts;
List<Contact> contacts = new List<Contact>();
contact contact1 = new Contact(LastName = 'Test LastName', FirstName = 'Test FirstName', RecordTypeId = recordTypeId,
AccountId = account1.Id, Latest_Service_Date__c = Date.today() - 90);
contact contact2 = new Contact(LastName = 'Test LastName', FirstName = 'Test FirstName', RecordTypeId = recordTypeId,
AccountId = account2.Id, Latest_Service_Date__c = Date.today());
contacts.add(contact1);
contacts.add(contact2);
insert contacts;
}
@isTest static void testMethod1() {
Account account = [SELECT ID, NAME FROM Account WHERE NAME = 'Test Account1'];
Contact contact = [Select Id FROM Contact where AccountId = :account.Id];
Test.startTest();
UpdateContactBatch batch1 = new UpdateContactBatch();
String sch = '0 0 2 * * ?';
System.Schedule('Testing the batch class', sch, batch1);
Test.stopTest();
}
}
Please refer to the code below for your problem.
I have used the exact names of the fields that you have mentioned so change them accordingly.
global class UpdatePicklist implements Database.Batchable<sObject> { global Database.QueryLocator start(Database.BatchableContext bc) { return Database.getQueryLocator('SELECT ID, Latest_Service_Date__c, Picklist_Field__c'+ 'FROM Contact'+ 'WHERE Latest_Service_Date__c!= Null' ); } global void execute(Database.BatchableContext bc, List<Contact> contact_List){ date d1 = system.today()-90; // process each batch of records List<Contact> contacts = new List<Contact>(); for(Contact con : contact_List){ if(con.Latest_Service_Date__c >= d1){ con.Picklist_Field__c='true'; contacts.add(con); } else if(con.Latest_Service_Date__c < d1){ con.Picklist_Field__c='false'; contacts.add(con); } } update contacts; } global void finish(Database.BatchableContext bc){ } }To execute the batch class from Execute Anonymous Window, write :
UpdatePicklist obj1 = new UpdatePicklist();
Id batchId = Database.executeBatch(obj1);
Use this Id to monitor the progress
For any query related to batch class please follow this link:
https://trailhead.salesforce.com/en/content/learn/modules/asynchronous_apex
I hope you find the above solution helpful. If it does, please mark as Best Answer to help others too.
Thanks and Regards,
Deepali Kulshrestha
www.kdeepali.com