Hi all, We have a community portal and as we enable account contacts to use the portal, a flag is set on the user object (IsPortalEnabled). My goal is to have this same flag on the contact object so that we can then do other things for that contact easily knowing they are a portal user. I have created a formula checkbox on Contacts and I need to evaluate 3 conditions on the user object then set the contacts formula field to true. The 3 fields are User.username = Contacts.email AND User.IsActive = TRUE AND User.IsPortalEnabled = TRUE

My 2 issues are,
1.  evaluating 3 AND statements to be true   
2. In the advanced formula of the field, it does not look like User.IsPortalEnabled is exposed to evaluate.

Here is my attempt at doing this but regardless of my bad syntax, If User.IsPortalEnabled is not exposed, then I think I cant do it this way.. 

Any help would be appreciated. 

IF(
AND($User.Username = Email, $User.IsActive, $User.IsPortalEnabled = True ), IsPortalEnabled__c = TRUE, NULL
)

Test class below that was working perfectly is now failing with "Methods defined as TestMethod do not support Web service callouts" I have narrowed it down to the case insert line insert c; .  Is this a permissions issue on the case object ? all the other inserts work .

@isTest
public class DefaultEntitlementTest {
     static testmethod void ValidateDefaultEntitlementAction() {
        Account[] acc = new Account[] {
            new Account(Name='Test Account 1'),
            new Account(Name='Test Account 2')
        };
        insert acc;
       
        Contact[] contacts = new Contact[] {
            new Contact(FirstName='Test 1', LastName='McTesty', AccountId = acc[0].id),
            new Contact(FirstName='Test 2', LastName='McTesty', AccountId = acc[0].id)
        };
        insert contacts;
       
        Id entitlementProcessId = [SELECT Id FROM SlaProcess WHERE SObjectType = 'Case' LIMIT 1].Id;
       
        Entitlement[] ent = new Entitlement[] {
            new Entitlement (AccountId=acc[0].Id, SLAProcessId = entitlementProcessId, Name = 'Test Entitlement Account',
                                           StartDate = system.today(), EndDate = system.today()),
            new Entitlement (AccountId=acc[1].id, SLAProcessId = entitlementProcessId, Name = 'Test Entitlement Contact',
                                           StartDate = system.today().addDays(-1), EndDate = system.today().addDays(5))
        };
        insert ent;
       
        EntitlementContact ec = new EntitlementContact(ContactId = contacts[0].id, EntitlementId = ent[1].id);
        insert ec;
       
        Case c = new Case(AccountId = acc[0].id, ContactId = contacts[0].id, Subject='Test');
        insert c;
        
        List<Case> caseList = new List<Case>{c};
       
        DefaultEntitlementAction.updateDefaultEntitlements(caseList);
    }
}
 

Hi all I have a test class for this invokable method but only getting 31% coverage.. Any help would be appreciated to increase coverage.. been banging my head on it all weekend.. Thanks in advance... 

---Test---
@isTest
public class DefaultEntitlementTest {
    static testmethod void ValidateDefaultEntitlementAction() {
        Account[] acc = new Account[] {
            new Account(Name='Test Account 1'), 
            new Account(Name='Test Account 2')
        };
        insert acc;
        
        Contact[] contacts = new Contact[] {
            new Contact(FirstName='Test 1', LastName='McTesty', AccountId = acc[0].id),
            new Contact(FirstName='Test 2', LastName='McTesty', AccountId = acc[0].id)
        };
        insert contacts;
        
        Id entitlementProcessId = [SELECT Id FROM SlaProcess WHERE SObjectType = 'Case' LIMIT 1].Id;
        
        Entitlement[] ent = new Entitlement[] {
            new Entitlement (AccountId=acc[0].Id, SLAProcessId = entitlementProcessId, Name = 'Test Entitlement Account',
                                           StartDate = system.today().addDays(-1), EndDate = system.today().addDays(5)),
            new Entitlement (AccountId=acc[1].id, SLAProcessId = entitlementProcessId, Name = 'Test Entitlement Contact',
                                           StartDate = system.today().addDays(-1), EndDate = system.today().addDays(5))
        };
        insert ent;
        
        EntitlementContact ec = new EntitlementContact(ContactId = contacts[0].id, EntitlementId = ent[1].id);
        insert ec;
        
        
        Case c = new Case(AccountId = acc[0].id, ContactId = contacts[0].id, Subject='Test');
        insert c;
        
        c = [SELECT Id, EntitlementId FROM Case WHERE Id =: c.id LIMIT 1];
        system.assertEquals(ent[1].id, c.EntitlementId);
        
        c = new Case(AccountId = acc[0].id, ContactId = contacts[1].id, Subject='Test');
        insert c;
        
        c = [SELECT Id, EntitlementId FROM Case WHERE Id =: c.id LIMIT 1];
        system.assertEquals(ent[0].id, c.EntitlementId);
    }
}


---Method---

public class DefaultEntitlementAction {
    @InvocableMethod(label='Update Default Entitlements' description='Determines the default Entitlement for the Case and returns the updated Cases.')
    public static void updateDefaultEntitlements(List<Case> casesToUpdate) {
        List<Case> cases = [
            SELECT AccountId, EntitlementId, AssetId 
            FROM Case 
            WHERE Id IN:new Map<Id, Case>(casesToUpdate).keySet()
        ];
        
        Set<Id> accountIds = new Set<Id>();
            
        for (Case c : cases){
            if (c.EntitlementId == null && c.AccountId != null) {
                accountIds.add(c.AccountId);
            }
        }

        if(accountIds.size() > 0) {    
            List <Entitlement> entitlements = [
                SELECT StartDate, EndDate, AccountId, AssetId
                FROM Entitlement
                WHERE AccountId in :accountIds 
                    AND StartDate <= TODAY 
                    AND EndDate >= TODAY
            ];
            
            if(entitlements.size() > 0) {       
                Map<Id, Entitlement> entitlementsByAccountId = new Map<Id, Entitlement>();
                
                for(Entitlement e : entitlements) {
                    entitlementsByAccountId.put(e.AccountId, e);
                }
                
                for(Case c : cases){
                    if(c.EntitlementId == null && c.AccountId != null) {
                        Entitlement e = entitlementsByAccountId.get(c.AccountId);
                        
                        if(e != null) {
                            c.EntitlementId = e.Id;
                            
                            if(c.AssetId == null && e.AssetId != null) {
                                c.AssetId = e.AssetId;
                            }
                        }
                    }
                }
                
                update cases;
            }
        }
    }
}

Hey all, I am new to to Apex code and wanted to see if anyone could help me with a test class for this trigger..  also thanks to whoever wrote this.. the community is awesome.
I just need to match entitlement to a case based on the account in lighning. thanks in advance. 

trigger DefaultEntitlement on Case (Before Insert, Before Update) {
List<Id> contactIds = new List<Id>(); 
    List<Id> acctIds = new List<Id>();
    for (Case c : Trigger.new){
    if (c.EntitlementId == null && c.ContactId != null && c.AccountId != null){
        contactIds.add(c.ContactId);
        acctIds.add(c.AccountId);
        }
      }
    if(contactIds.isEmpty()==false || acctIds.isEmpty()==false){
    List <EntitlementContact> entlContacts =
                [Select e.EntitlementId,e.ContactId,e.Entitlement.AssetId 
                From EntitlementContact e
                Where e.ContactId in :contactIds
                And e.Entitlement.EndDate >= Today 
                And e.Entitlement.StartDate <= Today];
        if(entlContacts.isEmpty()==false){
            for(Case c : Trigger.new){
                if(c.EntitlementId == null && c.ContactId != null){
                    for(EntitlementContact ec:entlContacts){
                        if(ec.ContactId==c.ContactId){
                            c.EntitlementId = ec.EntitlementId;
                            if(c.AssetId==null && ec.Entitlement.AssetId!=null)
                                c.AssetId=ec.Entitlement.AssetId;
                            break;
                        }
                    } 
                }
            } 
        } else{
            List <Entitlement> entls = [Select e.StartDate, e.Id, e.EndDate, 
                    e.AccountId, e.AssetId
                    From Entitlement e
                    Where e.AccountId in :acctIds And e.EndDate >= Today 
                    And e.StartDate <= Today];
            if(entls.isEmpty()==false){
                for(Case c : Trigger.new){
                    if(c.EntitlementId == null && c.AccountId != null){
                        for(Entitlement e:entls){
                            if(e.AccountId==c.AccountId){
                                c.EntitlementId = e.Id;
                                if(c.AssetId==null && e.AssetId!=null)
                                    c.AssetId=e.AssetId;
                                break;
                            }
                        } 
                    }
                } 
            }
        }
    } 
}

Hi all, We have a community portal and as we enable account contacts to use the portal, a flag is set on the user object (IsPortalEnabled). My goal is to have this same flag on the contact object so that we can then do other things for that contact easily knowing they are a portal user. I have created a formula checkbox on Contacts and I need to evaluate 3 conditions on the user object then set the contacts formula field to true. The 3 fields are User.username = Contacts.email AND User.IsActive = TRUE AND User.IsPortalEnabled = TRUE

My 2 issues are,
1.  evaluating 3 AND statements to be true   
2. In the advanced formula of the field, it does not look like User.IsPortalEnabled is exposed to evaluate.

Here is my attempt at doing this but regardless of my bad syntax, If User.IsPortalEnabled is not exposed, then I think I cant do it this way.. 

Any help would be appreciated. 

IF(
AND($User.Username = Email, $User.IsActive, $User.IsPortalEnabled = True ), IsPortalEnabled__c = TRUE, NULL
)

Test class below that was working perfectly is now failing with "Methods defined as TestMethod do not support Web service callouts" I have narrowed it down to the case insert line insert c; .  Is this a permissions issue on the case object ? all the other inserts work .

@isTest
public class DefaultEntitlementTest {
     static testmethod void ValidateDefaultEntitlementAction() {
        Account[] acc = new Account[] {
            new Account(Name='Test Account 1'),
            new Account(Name='Test Account 2')
        };
        insert acc;
       
        Contact[] contacts = new Contact[] {
            new Contact(FirstName='Test 1', LastName='McTesty', AccountId = acc[0].id),
            new Contact(FirstName='Test 2', LastName='McTesty', AccountId = acc[0].id)
        };
        insert contacts;
       
        Id entitlementProcessId = [SELECT Id FROM SlaProcess WHERE SObjectType = 'Case' LIMIT 1].Id;
       
        Entitlement[] ent = new Entitlement[] {
            new Entitlement (AccountId=acc[0].Id, SLAProcessId = entitlementProcessId, Name = 'Test Entitlement Account',
                                           StartDate = system.today(), EndDate = system.today()),
            new Entitlement (AccountId=acc[1].id, SLAProcessId = entitlementProcessId, Name = 'Test Entitlement Contact',
                                           StartDate = system.today().addDays(-1), EndDate = system.today().addDays(5))
        };
        insert ent;
       
        EntitlementContact ec = new EntitlementContact(ContactId = contacts[0].id, EntitlementId = ent[1].id);
        insert ec;
       
        Case c = new Case(AccountId = acc[0].id, ContactId = contacts[0].id, Subject='Test');
        insert c;
        
        List<Case> caseList = new List<Case>{c};
       
        DefaultEntitlementAction.updateDefaultEntitlements(caseList);
    }
}
 

Hi all I have a test class for this invokable method but only getting 31% coverage.. Any help would be appreciated to increase coverage.. been banging my head on it all weekend.. Thanks in advance... 

---Test---
@isTest
public class DefaultEntitlementTest {
    static testmethod void ValidateDefaultEntitlementAction() {
        Account[] acc = new Account[] {
            new Account(Name='Test Account 1'), 
            new Account(Name='Test Account 2')
        };
        insert acc;
        
        Contact[] contacts = new Contact[] {
            new Contact(FirstName='Test 1', LastName='McTesty', AccountId = acc[0].id),
            new Contact(FirstName='Test 2', LastName='McTesty', AccountId = acc[0].id)
        };
        insert contacts;
        
        Id entitlementProcessId = [SELECT Id FROM SlaProcess WHERE SObjectType = 'Case' LIMIT 1].Id;
        
        Entitlement[] ent = new Entitlement[] {
            new Entitlement (AccountId=acc[0].Id, SLAProcessId = entitlementProcessId, Name = 'Test Entitlement Account',
                                           StartDate = system.today().addDays(-1), EndDate = system.today().addDays(5)),
            new Entitlement (AccountId=acc[1].id, SLAProcessId = entitlementProcessId, Name = 'Test Entitlement Contact',
                                           StartDate = system.today().addDays(-1), EndDate = system.today().addDays(5))
        };
        insert ent;
        
        EntitlementContact ec = new EntitlementContact(ContactId = contacts[0].id, EntitlementId = ent[1].id);
        insert ec;
        
        
        Case c = new Case(AccountId = acc[0].id, ContactId = contacts[0].id, Subject='Test');
        insert c;
        
        c = [SELECT Id, EntitlementId FROM Case WHERE Id =: c.id LIMIT 1];
        system.assertEquals(ent[1].id, c.EntitlementId);
        
        c = new Case(AccountId = acc[0].id, ContactId = contacts[1].id, Subject='Test');
        insert c;
        
        c = [SELECT Id, EntitlementId FROM Case WHERE Id =: c.id LIMIT 1];
        system.assertEquals(ent[0].id, c.EntitlementId);
    }
}


---Method---

public class DefaultEntitlementAction {
    @InvocableMethod(label='Update Default Entitlements' description='Determines the default Entitlement for the Case and returns the updated Cases.')
    public static void updateDefaultEntitlements(List<Case> casesToUpdate) {
        List<Case> cases = [
            SELECT AccountId, EntitlementId, AssetId 
            FROM Case 
            WHERE Id IN:new Map<Id, Case>(casesToUpdate).keySet()
        ];
        
        Set<Id> accountIds = new Set<Id>();
            
        for (Case c : cases){
            if (c.EntitlementId == null && c.AccountId != null) {
                accountIds.add(c.AccountId);
            }
        }

        if(accountIds.size() > 0) {    
            List <Entitlement> entitlements = [
                SELECT StartDate, EndDate, AccountId, AssetId
                FROM Entitlement
                WHERE AccountId in :accountIds 
                    AND StartDate <= TODAY 
                    AND EndDate >= TODAY
            ];
            
            if(entitlements.size() > 0) {       
                Map<Id, Entitlement> entitlementsByAccountId = new Map<Id, Entitlement>();
                
                for(Entitlement e : entitlements) {
                    entitlementsByAccountId.put(e.AccountId, e);
                }
                
                for(Case c : cases){
                    if(c.EntitlementId == null && c.AccountId != null) {
                        Entitlement e = entitlementsByAccountId.get(c.AccountId);
                        
                        if(e != null) {
                            c.EntitlementId = e.Id;
                            
                            if(c.AssetId == null && e.AssetId != null) {
                                c.AssetId = e.AssetId;
                            }
                        }
                    }
                }
                
                update cases;
            }
        }
    }
}

Hey all, I am new to to Apex code and wanted to see if anyone could help me with a test class for this trigger..  also thanks to whoever wrote this.. the community is awesome.
I just need to match entitlement to a case based on the account in lighning. thanks in advance. 

trigger DefaultEntitlement on Case (Before Insert, Before Update) {
List<Id> contactIds = new List<Id>(); 
    List<Id> acctIds = new List<Id>();
    for (Case c : Trigger.new){
    if (c.EntitlementId == null && c.ContactId != null && c.AccountId != null){
        contactIds.add(c.ContactId);
        acctIds.add(c.AccountId);
        }
      }
    if(contactIds.isEmpty()==false || acctIds.isEmpty()==false){
    List <EntitlementContact> entlContacts =
                [Select e.EntitlementId,e.ContactId,e.Entitlement.AssetId 
                From EntitlementContact e
                Where e.ContactId in :contactIds
                And e.Entitlement.EndDate >= Today 
                And e.Entitlement.StartDate <= Today];
        if(entlContacts.isEmpty()==false){
            for(Case c : Trigger.new){
                if(c.EntitlementId == null && c.ContactId != null){
                    for(EntitlementContact ec:entlContacts){
                        if(ec.ContactId==c.ContactId){
                            c.EntitlementId = ec.EntitlementId;
                            if(c.AssetId==null && ec.Entitlement.AssetId!=null)
                                c.AssetId=ec.Entitlement.AssetId;
                            break;
                        }
                    } 
                }
            } 
        } else{
            List <Entitlement> entls = [Select e.StartDate, e.Id, e.EndDate, 
                    e.AccountId, e.AssetId
                    From Entitlement e
                    Where e.AccountId in :acctIds And e.EndDate >= Today 
                    And e.StartDate <= Today];
            if(entls.isEmpty()==false){
                for(Case c : Trigger.new){
                    if(c.EntitlementId == null && c.AccountId != null){
                        for(Entitlement e:entls){
                            if(e.AccountId==c.AccountId){
                                c.EntitlementId = e.Id;
                                if(c.AssetId==null && e.AssetId!=null)
                                    c.AssetId=e.AssetId;
                                break;
                            }
                        } 
                    }
                } 
            }
        }
    } 
}

Hi guys,

Can anyone help me with a trigger requirment. I am looking to automatically assign an entitlement to a case based on the entitlement that is related to the Account associated to the Case.

I need it to work via email to case, web to case and manual update.