Hi,

I am using this app from the app exchange (https://appexchange.salesforce.com/listingDetail?listingId=a0N300000016cbDEAQ) to ensure that a contact role is added to an opportunity when a certain stage is selected on the opportunity. This works perfectly as it is but I dont want the trigger to take effect if a tickbox called First_MG_created is being updated.

My Apex skills are lacking, so I apologise that this is basic. Any guidance on what I need to do to add this exception in would be appreciated
 

//This is provided as a sample to require a contact on opportunities it is provided without warranty and support. 

trigger opportunity_contact_required on Opportunity (before insert, before update) {

    //map to keep track of the contact_required = 1
    Map<String, Opportunity> oppy_contact = new Map<String, Opportunity>();

    //Trigger.new is an array of opportunities 
    //and adds any that have Contact_Required = 1 to the oppy_contact Map
    for (Integer i = 0; i < Trigger.new.size(); i++) {
        System.debug('*****Required? ' + Trigger.new[i].contact_required__c);
        if  (Trigger.new[i].contact_required__c == 1) {
            oppy_contact.put(Trigger.new[i].id,Trigger.new[i]);
        }
    }

    //map to keep track of the opportunity contact roles
    map<Id, OpportunityContactRole> oppycontactroles = new map<Id, OpportunityContactRole>();

    //select OpportunityContactRoles for the opportunities with contact role required 

    List<OpportunityContactRole> roles = [select OpportunityId, IsPrimary from OpportunityContactRole
        where (OpportunityContactRole.IsPrimary = True and OpportunityContactRole.OpportunityId
        in :oppy_contact.keySet())];


    for (OpportunityContactRole ocr : roles) {
        //puts the contact roles in the map with the Opportunity ID as the key
        oppycontactroles.put(ocr.OpportunityId,ocr);
    }

    // Loop through the opportunities and check if they exists in the contact roles map or contact role isn't required    
    for (Opportunity oppy : system.trigger.new) {
        //system.debug('List oppy Id - '+oppy.id);
        if  (oppy.contact_required__c ==1 && !oppycontactroles.containsKey(oppy.id))
        {
            oppy.addError('No Primary Contact has been added to the opportunity. Please go to the Contact Roles and select a primary contact.');       
        }
    } //for    
 }

 

Hi

I am using this app from the app exchange (https://appexchange.salesforce.com/listingDetail?listingId=a0N300000016cbDEAQ) to ensure that a contact role is added to an opportunity when a certain stage is selected on the opportunity. This works perfectly when updating an existing opportunity but I dont want it to apply when creating new opportunities.

I thought I could just add NOT(IsNew()) to the custom field, but it gives an error of IsNew can't be used in this type of formula.

Any ideas of how I can exclude this trigger from firing when creating a new opportunity would be appreciated?

Custom Field

IF( 
DATEVALUE( CreatedDate ) >= DATE(2017,09,28), 
CASE( 
StageName, 
"Stage to be Required 1",1, 
"Define",1, 
"Meeting / Proposal",1, 
"Negotiation",1, 
"Verbal Agreement/Contract",1, 
"Closed Won",1, 
0 
), 
0	
)

 

 

Apex Class

//This is provided as a sample to require a contact on opportunities it is provided without warranty and support. 

trigger opportunity_contact_required on Opportunity (before insert, before update) {

    //map to keep track of the contact_required = 1
    Map<String, Opportunity> oppy_contact = new Map<String, Opportunity>();

    //Trigger.new is an array of opportunities 
    //and adds any that have Contact_Required = 1 to the oppy_contact Map
    for (Integer i = 0; i < Trigger.new.size(); i++) {
        System.debug('*****Required? ' + Trigger.new[i].contact_required__c);
        if  (Trigger.new[i].contact_required__c == 1) {
            oppy_contact.put(Trigger.new[i].id,Trigger.new[i]);
        }
    }

    //map to keep track of the opportunity contact roles
    map<Id, OpportunityContactRole> oppycontactroles = new map<Id, OpportunityContactRole>();

    //select OpportunityContactRoles for the opportunities with contact role required 

    List<OpportunityContactRole> roles = [select OpportunityId, IsPrimary from OpportunityContactRole
        where (OpportunityContactRole.IsPrimary = True and OpportunityContactRole.OpportunityId
        in :oppy_contact.keySet())];


    for (OpportunityContactRole ocr : roles) {
        //puts the contact roles in the map with the Opportunity ID as the key
        oppycontactroles.put(ocr.OpportunityId,ocr);
    }

    // Loop through the opportunities and check if they exists in the contact roles map or contact role isn't required    
    for (Opportunity oppy : system.trigger.new) {
        //system.debug('List oppy Id - '+oppy.id);
        if  (oppy.contact_required__c ==1 && !oppycontactroles.containsKey(oppy.id))
        {
            oppy.addError('No Primary Contact has been added to the opportunity. Please go to the Contact Roles and select a primary contact.');       
        }
    } //for    
 }

Apex Test Class
 

public class test_opportunity_contact_required {


// test to ensure an opportunity can be added

public static testMethod void testoppyrequired0()
    {
        //create oppty 
        List<Opportunity> oppy = new List<Opportunity>();
                                    
        //add 10 opportunites without a contact, and with the condition contact required = 0
        
        for (Integer i = 0; i < 10; i++) {
            oppy.add(new Opportunity(Name='nick_test'+i,StageName='Perception Analysis',CloseDate=System.Today()));
        }
        insert oppy;
        
        map<Id, Opportunity> oppy_map = new map<Id, Opportunity>();
        
        for (Integer i = 0;i<10;++i){
            oppy_map.put(oppy[i].Id,oppy[i]);
        } //for
        
        System.assert([SELECT count() FROM Opportunity WHERE Id IN :oppy_map.keySet()] == 10);   
    } //testoppyrequired = 0
    
    
    //test to go from a not required value to a required value

public static testMethod void testoppyrequired1()
    {   
            //create oppty 
            List<Opportunity> oppy2 = new List<Opportunity>();
                                        
            //add 10 opportunites without a contact, and with the condition contact required = 0       
            for (Integer i = 0; i < 10; i++) {
                oppy2.add(new Opportunity(Name='nick_test'+i,StageName='Qualification',CloseDate=System.Today()));
            }
            
            insert oppy2;
            
            for (Integer i = 0; i < 10; i++) {
                
          	  oppy2[i].StageName='Negotiation/Review';
            
            }

			Test.startTest();

			try {
			
			    update oppy2;
			    
			    Opportunity sampleTest = [Select Id, Contact_Required__c From Opportunity where Id = :oppy2[0].id];
			    
			    System.debug('*****SAMPLE' + sampleTest);
			    
			    System.assert(false, 'This update should have failed.');
			
			} catch(System.DmlException e) {
			
			    System.assert(e.getMessage().contains('No Primary Contact Exists.'));
			
			}

    		Test.stopTest();
       
 
    } //testoppyrequired = 1



public static testMethod void testoppyrequired1woprimary()
    {   
            //create oppty 
            List<Opportunity> oppy = new List<Opportunity>();
                                        
            //add 10 opportunites 
                    
            for (Integer i = 0; i < 10; i++) {
                oppy.add(new Opportunity(Name='nick_test'+i,StageName='Qualification',CloseDate=System.Today()));
            }
            
            insert oppy;
            
            //add 10 contacts
            
            List<Contact> c = new List<Contact>();
                                        
    
            for (Integer i = 0; i < 10; i++) {
                c.add(new Contact(LastName='nick_test'+i));
            }

            insert c;

            for (Integer i = 0; i < 10; i++) {
                
            oppy[i].StageName='Negotiation/Review';
            
            }

            //add 10 opporunity contact roles associated to the opportunities and contacts above
            
            List<OpportunityContactRole> ocr = new List<OpportunityContactRole>();
            
            for (Integer i = 0; i < 10; i++) {
                ocr.add(new OpportunityContactRole(Role='Business User',OpportunityId=oppy[i].id,ContactId=c[i].id));
            }
            
            insert ocr;
            
boolean caughtException = false;


Test.startTest();

try {

    update oppy;

} catch(System.DmlException e) {

    System.assert(e.getMessage().contains('No Primary Contact Exists.'));

    caughtException = true;

}

    Test.stopTest();

    System.assert(caughtException);         
 
    } //testoppyrequired = 1


public static testMethod void testoppyrequired1primary()
    {   
            //create oppty 
            List<Opportunity> oppy = new List<Opportunity>();
                                        
            //add 10 opportunites 
                    
            for (Integer i = 0; i < 10; i++) {
                oppy.add(new Opportunity(Name='nick_test'+i,StageName='Qualification',CloseDate=System.Today()));
            }
            
            insert oppy;
            
            map<Id, Opportunity> oppy_map = new map<Id, Opportunity>();
            
            for (Integer i = 0;i<10;++i){
                oppy_map.put(oppy[i].Id,oppy[i]);
            } //for
            
            //add 10 contacts
            
            List<Contact> c = new List<Contact>();
                                        
    
            for (Integer i = 0; i < 10; i++) {
                c.add(new Contact(LastName='nick_test'+i));
            }

            insert c;

            //add 10 opporunity contact roles associated to the opportunities and contacts above
            
            List<OpportunityContactRole> ocr = new List<OpportunityContactRole>();
            
            for (Integer i = 0; i < 10; i++) {
                ocr.add(new OpportunityContactRole(Role='Business User',OpportunityId=oppy[i].id,ContactId=c[i].id,IsPrimary=True));
            }
            
            insert ocr;
            
            for (Integer i = 0; i < 10; i++) {
                
            oppy[i].StageName='Negotiation/Review';
            
            }

			try {
			
			    update oppy;
			    
			        System.assert([SELECT count() FROM Opportunity
			            WHERE Id IN :oppy_map.keySet()] == 10);
			
			} catch(System.DmlException e) {
			
			    System.assert(false);
			
			}   
 
    } //testoppyrequired = 1 and primary contact = true

} //test class

 

Hi,

I have a notes & attachements related list working perfectly within classic, but I now need to display it in a lightning org. My current code is shown below.

I now need to style this using SLDS but could do with some guidance?
 

<apex:page standardController="Media_Grids__c">  

<apex:relatedList list="CombinedAttachments">
  <apex:facet name="header">&nbsp;</apex:facet>    
 </apex:relatedList>

</apex:page>

 

Hi,

Our street address field in Salesforce mormally contains three seperate lines, to be able to support a third party integration I need to split these into seperate fields

For reference the information stored in the street field on this example account is:

123 Test Street
Test Town
Test County

Using the below formulas (found on a very helpful blog) I have sucesfully split the address into seperate fields. My issue is that with the TestAddress2 formula I want it only display up to the end of "Test Town" rather than displaying all of the remaining street value

Any help would be appreciated?


 

TestAddress1 Formula:

IF( 
CONTAINS(BillingStreet , MID($Label.AdDepotAddressSplit,3,1)), 
LEFT( 
BillingStreet, 
FIND(MID($Label.AdDepotAddressSplit,3,1), BillingStreet) 
), 
BillingStreet 
)

TestAddress2 Formula:
 

IF( 
CONTAINS(BillingStreet, MID($Label.AdDepotAddressSplit,3,1)), 
RIGHT( 
BillingStreet, 
LEN(BillingStreet)-LEN(TestAddress1__c)), 
"" 
)

 

Hi

I am using this app from the app exchange (https://appexchange.salesforce.com/listingDetail?listingId=a0N300000016cbDEAQ) to ensure that a contact role is added to an opportunity when a certain stage is selected on the opportunity. This works perfectly when updating an existing opportunity but I dont want it to apply when creating new opportunities.

I thought I could just add NOT(IsNew()) to the custom field, but it gives an error of IsNew can't be used in this type of formula.

Any ideas of how I can exclude this trigger from firing when creating a new opportunity would be appreciated?

Custom Field

IF( 
DATEVALUE( CreatedDate ) >= DATE(2017,09,28), 
CASE( 
StageName, 
"Stage to be Required 1",1, 
"Define",1, 
"Meeting / Proposal",1, 
"Negotiation",1, 
"Verbal Agreement/Contract",1, 
"Closed Won",1, 
0 
), 
0	
)

 

 

Apex Class

//This is provided as a sample to require a contact on opportunities it is provided without warranty and support. 

trigger opportunity_contact_required on Opportunity (before insert, before update) {

    //map to keep track of the contact_required = 1
    Map<String, Opportunity> oppy_contact = new Map<String, Opportunity>();

    //Trigger.new is an array of opportunities 
    //and adds any that have Contact_Required = 1 to the oppy_contact Map
    for (Integer i = 0; i < Trigger.new.size(); i++) {
        System.debug('*****Required? ' + Trigger.new[i].contact_required__c);
        if  (Trigger.new[i].contact_required__c == 1) {
            oppy_contact.put(Trigger.new[i].id,Trigger.new[i]);
        }
    }

    //map to keep track of the opportunity contact roles
    map<Id, OpportunityContactRole> oppycontactroles = new map<Id, OpportunityContactRole>();

    //select OpportunityContactRoles for the opportunities with contact role required 

    List<OpportunityContactRole> roles = [select OpportunityId, IsPrimary from OpportunityContactRole
        where (OpportunityContactRole.IsPrimary = True and OpportunityContactRole.OpportunityId
        in :oppy_contact.keySet())];


    for (OpportunityContactRole ocr : roles) {
        //puts the contact roles in the map with the Opportunity ID as the key
        oppycontactroles.put(ocr.OpportunityId,ocr);
    }

    // Loop through the opportunities and check if they exists in the contact roles map or contact role isn't required    
    for (Opportunity oppy : system.trigger.new) {
        //system.debug('List oppy Id - '+oppy.id);
        if  (oppy.contact_required__c ==1 && !oppycontactroles.containsKey(oppy.id))
        {
            oppy.addError('No Primary Contact has been added to the opportunity. Please go to the Contact Roles and select a primary contact.');       
        }
    } //for    
 }

Apex Test Class
 

public class test_opportunity_contact_required {


// test to ensure an opportunity can be added

public static testMethod void testoppyrequired0()
    {
        //create oppty 
        List<Opportunity> oppy = new List<Opportunity>();
                                    
        //add 10 opportunites without a contact, and with the condition contact required = 0
        
        for (Integer i = 0; i < 10; i++) {
            oppy.add(new Opportunity(Name='nick_test'+i,StageName='Perception Analysis',CloseDate=System.Today()));
        }
        insert oppy;
        
        map<Id, Opportunity> oppy_map = new map<Id, Opportunity>();
        
        for (Integer i = 0;i<10;++i){
            oppy_map.put(oppy[i].Id,oppy[i]);
        } //for
        
        System.assert([SELECT count() FROM Opportunity WHERE Id IN :oppy_map.keySet()] == 10);   
    } //testoppyrequired = 0
    
    
    //test to go from a not required value to a required value

public static testMethod void testoppyrequired1()
    {   
            //create oppty 
            List<Opportunity> oppy2 = new List<Opportunity>();
                                        
            //add 10 opportunites without a contact, and with the condition contact required = 0       
            for (Integer i = 0; i < 10; i++) {
                oppy2.add(new Opportunity(Name='nick_test'+i,StageName='Qualification',CloseDate=System.Today()));
            }
            
            insert oppy2;
            
            for (Integer i = 0; i < 10; i++) {
                
          	  oppy2[i].StageName='Negotiation/Review';
            
            }

			Test.startTest();

			try {
			
			    update oppy2;
			    
			    Opportunity sampleTest = [Select Id, Contact_Required__c From Opportunity where Id = :oppy2[0].id];
			    
			    System.debug('*****SAMPLE' + sampleTest);
			    
			    System.assert(false, 'This update should have failed.');
			
			} catch(System.DmlException e) {
			
			    System.assert(e.getMessage().contains('No Primary Contact Exists.'));
			
			}

    		Test.stopTest();
       
 
    } //testoppyrequired = 1



public static testMethod void testoppyrequired1woprimary()
    {   
            //create oppty 
            List<Opportunity> oppy = new List<Opportunity>();
                                        
            //add 10 opportunites 
                    
            for (Integer i = 0; i < 10; i++) {
                oppy.add(new Opportunity(Name='nick_test'+i,StageName='Qualification',CloseDate=System.Today()));
            }
            
            insert oppy;
            
            //add 10 contacts
            
            List<Contact> c = new List<Contact>();
                                        
    
            for (Integer i = 0; i < 10; i++) {
                c.add(new Contact(LastName='nick_test'+i));
            }

            insert c;

            for (Integer i = 0; i < 10; i++) {
                
            oppy[i].StageName='Negotiation/Review';
            
            }

            //add 10 opporunity contact roles associated to the opportunities and contacts above
            
            List<OpportunityContactRole> ocr = new List<OpportunityContactRole>();
            
            for (Integer i = 0; i < 10; i++) {
                ocr.add(new OpportunityContactRole(Role='Business User',OpportunityId=oppy[i].id,ContactId=c[i].id));
            }
            
            insert ocr;
            
boolean caughtException = false;


Test.startTest();

try {

    update oppy;

} catch(System.DmlException e) {

    System.assert(e.getMessage().contains('No Primary Contact Exists.'));

    caughtException = true;

}

    Test.stopTest();

    System.assert(caughtException);         
 
    } //testoppyrequired = 1


public static testMethod void testoppyrequired1primary()
    {   
            //create oppty 
            List<Opportunity> oppy = new List<Opportunity>();
                                        
            //add 10 opportunites 
                    
            for (Integer i = 0; i < 10; i++) {
                oppy.add(new Opportunity(Name='nick_test'+i,StageName='Qualification',CloseDate=System.Today()));
            }
            
            insert oppy;
            
            map<Id, Opportunity> oppy_map = new map<Id, Opportunity>();
            
            for (Integer i = 0;i<10;++i){
                oppy_map.put(oppy[i].Id,oppy[i]);
            } //for
            
            //add 10 contacts
            
            List<Contact> c = new List<Contact>();
                                        
    
            for (Integer i = 0; i < 10; i++) {
                c.add(new Contact(LastName='nick_test'+i));
            }

            insert c;

            //add 10 opporunity contact roles associated to the opportunities and contacts above
            
            List<OpportunityContactRole> ocr = new List<OpportunityContactRole>();
            
            for (Integer i = 0; i < 10; i++) {
                ocr.add(new OpportunityContactRole(Role='Business User',OpportunityId=oppy[i].id,ContactId=c[i].id,IsPrimary=True));
            }
            
            insert ocr;
            
            for (Integer i = 0; i < 10; i++) {
                
            oppy[i].StageName='Negotiation/Review';
            
            }

			try {
			
			    update oppy;
			    
			        System.assert([SELECT count() FROM Opportunity
			            WHERE Id IN :oppy_map.keySet()] == 10);
			
			} catch(System.DmlException e) {
			
			    System.assert(false);
			
			}   
 
    } //testoppyrequired = 1 and primary contact = true

} //test class