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LBarton Apex Trigger in Opportunity to Update Contact Custom fields
I am creating a trigger on Opportunity which will do the following according to the stage it is in. It will update the contact custom fields for all those who have a contact-role for the opportunity. thanks for any advice and help!
II the opportunity stage is prospecting or qualification, then do nothing.
If the Opportunity stage is Needs Analysis, Values Proposition, Perception Analysis , or Negotiation Review,
but the status is not Open4.
then add the name of the opportunity to the custom field MQL__c in Contact (If the name is not already listed there in a semicolon delimited list.)
If the Opportunity is Closed-won, then add the name of the opportunity to the custom field Customer__c in Contact. (If the name is not already listed there in a semicolon delimited list.)
What I have so far will only add the opportunity name to the MQL__c field, but I would have to remove the name, for instance, if the stage changes to closed-won from Negotiation review.
I also have not taken care of closed-won opportunities.
I am not sure that the opportunity name will be correct. All I am using is oOppName = o.Opportunity__c; I probably need to do something different from that.
II the opportunity stage is prospecting or qualification, then do nothing.
If the Opportunity stage is Needs Analysis, Values Proposition, Perception Analysis , or Negotiation Review,
but the status is not Open4.
then add the name of the opportunity to the custom field MQL__c in Contact (If the name is not already listed there in a semicolon delimited list.)
If the Opportunity is Closed-won, then add the name of the opportunity to the custom field Customer__c in Contact. (If the name is not already listed there in a semicolon delimited list.)
What I have so far will only add the opportunity name to the MQL__c field, but I would have to remove the name, for instance, if the stage changes to closed-won from Negotiation review.
I also have not taken care of closed-won opportunities.
I am not sure that the opportunity name will be correct. All I am using is oOppName = o.Opportunity__c; I probably need to do something different from that.
//This trigger will update the custom lifecycle stages fields on the contacts who have a contact-role for this opportunity
if (!trigger.isDelete) {
set<Id> ContactIDs = new set<Id>();
set<Id> oppIds = new set<Id>();
List<Contact> ContactToUpdate = new List<Contact>() ;
string oOppName = '';
for(opportunity o:trigger.new){
oppIds.add(o.Id);
oOppName = o.Opportunity__c;
try {
OpportunityContactRole contactRole = [select ContactId, OpportunityID from OpportunityContactRole where OpportunityId IN :oppIds];
if (contactRole != null) {
ContactIDs.add(contactRole.ContactId);
}
}
catch (Exception e){
OpportunityContactRole contactRole = new OpportunityContactRole();
}
}
for(Contact oc:[select MQL__c,
(
select stagename,opportunity__c from opportunities
where stageName IN ('needs analysis', 'negotiation/review','perception analysis','value proposition')
and Id IN :oppIds
)
from Contact
where Id IN :ContactIDs])
{
string oOppList = '';
Contact oContact = new Contact();
oContact = oc;
if (oContact.MQL__c != null) {
oOppList = oContact.MQL__c;
}
if(oOpplist.contains(oOppname)==false){
oOpplist = oOpplist + ';' + oOppname;
}
oContact.MQL__c = oOpplist;
ContactToUpdate.add(oContact);
if (ContactToUpdate.size() > 0){
update ContactToUpdate;
}
}
}
for(opportunity o:trigger.new){
oppIds.add(o.Id);
oOppName = o.Opportunity__c;
Here if you want to have opportunity name, you can use
oOppName = o.name;
I am not sure what this custom field Opportunity__c you are using.
Thanks,
Pratik
oppIds.add(o.Id);
Would I need to sae the opportunity name in a set as well for any reason? I want to make sure I always have the correct opportunity name.
select stagename,opportunity__c from opportunities
where stageName IN ('needs analysis','negotiation/review','perception analysis','value proposition')
and Id IN :oppIds
//This trigger will update the custom lifecycle stages fields on the contacts who have a contact-role for this opportunity
if (!trigger.isDelete) {
set<Id> ContactIDs = new set<Id>();
set<Id> oppIds = new set<Id>();
set<Id> OppIdsFiltered = new set<id>();
list<Contact> ContactToUpdate = new list<Contact>() ;
string oOppName = '';
for(opportunity o:trigger.new){
oppIds.add(o.Id);
oOppName = o.Opportunity__c;
}
try {
Opportunity oFilteredOpp = [select ID from Opportunity where Id IN :oppIds
and stageName IN ('needs analysis', 'negotiation/review','perception analysis','value proposition')
and status__c != 'Open 4'];
if (oFilteredOpp != null) {
OppIdsFiltered.add(oFilteredOpp.iD);
}
}
catch (Exception e){
Opportunity oFilteredOpp = new Opportunity();
}
try {
OpportunityContactRole contactRole = [select ContactId, OpportunityID from OpportunityContactRole where OpportunityId IN :OppIdsFiltered];
if (contactRole != null) {
ContactIDs.add(contactRole.ContactId);
}
}
catch (Exception e){
OpportunityContactRole contactRole = new OpportunityContactRole();
}
for(Contact oc:[select SQL__c from Contact where Id IN :ContactIDs])
{
string oOppList = '';
Contact oContact = new Contact();
oContact = oc;
if (oContact.SQL__c != null) {
oOppList = oContact.SQL__c;
}
if(oOpplist.contains(oOppname)==false){
oOpplist = oOpplist + ';' + oOppname;
}
oContact.SQL__c = oOpplist;
ContactToUpdate.add(oContact);
}
if (ContactToUpdate.size() > 0){
update ContactToUpdate;
}
OppIdsFiltered.clear();
ContactIDs.clear();
try {
Opportunity oFilteredOpp = [select ID from Opportunity where Id IN :oppIds
and stageName IN ('closed won') and status__c != 'Open 4'];
if (oFilteredOpp != null) {
OppIdsFiltered.add(oFilteredOpp.Id);
}
}
catch (Exception e){
Opportunity oFilteredOpp = new Opportunity();
}
try {
OpportunityContactRole contactRole = [select ContactId, OpportunityID from OpportunityContactRole where OpportunityId IN :OppIdsFiltered];
if (contactRole != null) {
ContactIDs.add(contactRole.ContactId);
}
}
catch (Exception e){
OpportunityContactRole contactRole = new OpportunityContactRole();
}
for(Contact oc2:[select Customer__c, SQL__c from Contact where Id IN :ContactIDs])
{
string oOppList = '';
Contact oContact2 = new Contact();
oContact2 = oc2;
if (oContact2.SQL__c != null) {
oOppList = oContact2.SQL__c;
oOppList = oOpplist.replace(';' + oOppName, '');
oContact2.SQL__c = oOppList;
}
oOppList = '';
if (oContact2.Customer__c != null) {
oOppList = oContact2.Customer__c;
}
if(oOpplist.contains(oOppname)==false){
oOpplist = oOpplist + ';' + oOppname;
}
oContact2.Customer__c = oOpplist;
ContactToUpdate.add(oContact2);
}
if (ContactToUpdate.size() > 0){
update ContactToUpdate;
}
}
You don't need to save opportunity name as long as you have opportunity ids.
One thing you can do is, put System.debug statement to check the values that returning so you can easily debug the code.
Thanks,
Pratik