When I'm creating my test for this - I can't get this part covered. How can I make sure I insert a lead with an id that matches the whoid? I can't assign an id in a test class, right? If I put in the lead first, it doesn't fit the flow and cover the class. If I try to say something like 'whoid = l1.id,' that deson't work because I haven't inserted that lead yet.
I have 90% test class coverage for a trigger with the exception of this one line in my code:
27
else if ((tmpDNCList.size()<1) && (myLead.Sub_Status_ALL__c == 'DNC Requested'))
28
{
29
Trigger.new[0].Status.addError('Please add DNC record to Salesforce prior to saving.');
When I create a record in the test class that matches this critieria - it causes a DML exception (as it should) and halts all of my other tests if I run them all at once and it drops my code coverage to almost 50%. The class itself gets 100% coverage though.
Is there something sepcial about wiritng a test class when using the error method?
EDITIED: Cleaned up code, added commnets and added some clarity
I'm working with a referal process where we work a lead one day and then get another list to call when documents are ready. The first part of the trigger works - the part where i'm assigning the value of the External Unique ID to the lead company.
For the rest - I want to find leads that have been converted - so that when I get the second lead for 'Docs Ready' - I can look at who converted the lead and create a calendar event for that person that contains some of the information on that customer.
So I pull a list of converted leads by matching the External Unique ID - they will already be in the system since this is a follow-up lead.
I looked at the system.debug logs and the ConvertedLeadList never seesm to populate when I'm inseting test files. Is it my blocking? The query looks fine. Any ideas?
Then what I would like to happen - is take the ConvertedLeadList and loop through that and create a calendar event based on data from that list. One item I am unsure how to do is assign the calevent onwer based on the last modified id of the converted lead from the ConvertedLeadList.
How do I write the for loop for that? I looked at the dev guide and i'm just not 'getting' it.
trigger Referral on Lead (before insert, before update) {
//create a list of leads 'Converted:eadList' that looks for a mtach in the tmpEUIDset. These converted leads have agent owners and will need to have a calendar event created.
List<Lead> ConvertedLeadList = new List<Lead>();
Set<String> tmpEUIDset = new Set<String>();
//referals are external these - referals and do not have Party IDs - map EUID to party ID (company) on insert and exit loop
for(Lead l : trigger.new){
if((l.Lead_Type_ALL__c == 'LegalZoom Referral') || (l.Lead_Type_ALL__c == 'LegalZoom Docs Ready')) {
l.company = l.External_Unique_ID__c;
} //exit loop
//add EUIDS to string from insterted leads to match against when creating the ConvertedLeadList
for(Lead lead : Trigger.new){
tmpEUIDset.add(lead.External_Unique_ID__c);
if(Lead.External_Unique_ID__c != null)
system.debug('Here is the current count of items in the tmpEUIDset string:' + tmpEUIDset.size());
} // exit loop
// pull a list of converted leads from the first referral call by querying leads aginst the tmpEUID list
ConvertedLeadList = [select id, Lead_Type_ALL__c, External_Unique_ID__c, Lastmodifiedbyid, Name from Lead where SystemModstamp=LAST_N_DAYS:90 AND name in :tmpEUIDSet AND Lead.Status='Contacted' AND Isconverted=true];
system.debug('Here is the current ConvertedLeadList size' + Convertedleadlist.size());
//look for an existing opportunity when there is a 'Docs Ready' lead type
if(ConvertedLeadList.size()>0){
for(Lead mylead : trigger.new) {
if ((trigger.new[0].External_Unique_ID__c == ConvertedLeadList[0].External_Unique_ID__c) && (trigger.new[0].Lead_Type_ALL__c == 'LegalZoom Docs Ready')){
System.debug('Matching Converted lead record found - creating event for' + trigger.new[0]);
//This will generate an event for the current user if one does not exist currently
List<Event> checkEvent = [select id from event where whoid =: Trigger.new[0].Id AND ActivityDateTime =: Trigger.new[0].Call_Back_Requested_All__c];
if(checkEvent == null || checkEvent.size() == 0){
//create new event
Event calEvent = new Event();
//base date vand time on Call_Back_Requested_ALL__c field on inserted lead
calEvent.ActivityDateTime = Trigger.new[0].Call_Back_Requested_All__c;
calEvent.Description = 'Documents are ready. Call back customer ' + Trigger.new[0].firstname + ' ' + Trigger.new[0].lastname +
' with Lead Party ID ' + Trigger.new[0].Company + '.';
calEvent.Subject = 'Call back customer ' + Trigger.new[0].firstname + ' ' + Trigger.new[0].lastname;
calEvent.DurationInMinutes = 15;
calEvent.ReminderDateTime = Trigger.new[0].Call_Back_Requested_All__c.addMinutes(-15);
// the cal event needs to go to agent that converted the lead
calEvent.Ownerid = ConvertedLeadList[0].lastmodifiedbyid;
calEvent.IsReminderSet = true;
calEvent.Whoid = Trigger.new[0].Id;
insert calEvent;
}
}
}
}
}
}
I am trying to make an event whenever a date/time filed is populated on an opportunity object. I thouight i could use "whatid" to point to the opportunity, but I may have misread the dev docs. I'm getting:
Error:Apex trigger OppEvent caused an unexpected exception, contact your administrator: OppEvent: execution of BeforeUpdate caused by: System.DmlException: Insert failed. First exception on row 0; first error: FIELD_INTEGRITY_EXCEPTION, Contact/Lead ID: id value of incorrect type: 006T0000008bvfaIAA: [WhoId]: Trigger.OppEvent: line 19, column 17
I dug around on the forum - and don't see what i might be doing wrong. Any thoughts?
/* This trigger creates an event when call back requested is selected on the opportunity
trigger OppEvent on Opportunity (before update) {
if (Trigger.new[0].Call_Back_Requested__c <> null){
//This will generate an event for the current user if one does not exist currently
List<Event> checkEvent = [select id from event where WhatId =: Trigger.new[0].Id AND ActivityDateTime =: Trigger.new[0].Call_Back_Requested__c];
if(checkEvent == null || checkEvent.size() == 0){
Event calEvent = new Event();
calEvent.ActivityDateTime = Trigger.new[0].Call_Back_Requested__c;
calEvent.Description = 'Call back customer ' + Trigger.new[0].firstname + ' ' + Trigger.new[0].lastname +
' with ID ' + Trigger.new[0].Company + '.';
calEvent.Subject = 'Call back customer ' + Trigger.new[0].firstname + ' ' + Trigger.new[0].lastname;
calEvent.DurationInMinutes = 15;
//calEvent.WhatId = Trigger.new[0].Id;
calEvent.ReminderDateTime = Trigger.new[0].Call_Back_Requested__c.addMinutes(-15);
calEvent.IsReminderSet = true;
calEvent.WhoId = Trigger.new[0].Id;
insert calEvent;
}
}
Line 176 is bombing out because of the '}' I'm missing why my blocking is off on that line. Any ideas?
*/
trigger StandOffPeriod2 on Lead (before Insert, before update) {
List<Opportunity> opptList = new List<Opportunity>();
List<Opportunity> tmpList = new List<Opportunity>();
List<Lead> leadList = new List<Lead>();
List<Lead> tmpleadList = new List<Lead>();
Set<String> tmpSet = new Set<String>();
Set<String> tmpPhoneSet = new Set<String>();
Set<String> tmpPartyIdSet = new Set<String>();
Map<Id, Lead> unConvertedLeadsToUpdate = new Map<Id,lead>();
Date myDate = Date.Today().addDays(-90);
for(Lead lead : Trigger.new){
tmpSet.add(lead.Company_Phone__c);
tmpPhoneSet.add(lead.Phone);
tmpPartyIdSet.add(lead.Company);
//tmpleadList.add(lead);
}
System.debug('tmpPhoneset = ' + tmpPhoneset);
System.debug('tmpPartyIdset = ' + tmpPartyIdSet);
//pull a list of all opportunities that match the company_phone__c field
//tmpList = [select id, Lead_Phone_Number_ALL__c, Lead_Status_All__c, Lead_Call_Date_ALL__c,Lead_Company_Phone__c from Opportunity where Lead_Company_Phone__c in :tmpSet];
tmpList = [select id, Lead_Phone_Number_ALL__c, Lead_Status_All__c, Lead_Call_Date_ALL__c,Account.Name from Opportunity where Account.name in :tmpPartyIdSet OR Lead_Phone_Number_ALL__c in:tmpPhoneSet];
//System.debug('tmpList2 information = ' + tmpList2.size());
//pull a list of all existing leads that match the company_phone__c field
//tmpLeadList = [select id, Call_Date_All__c, Company_Phone__c from Lead where Company_Phone__c in:tmpSet];
tmpLeadList = [select id, Call_Date_All__c, Company_Phone__c,Party_ID_ALL__c,Company,Phone from Lead where isConverted=FALSE AND (Phone in:tmpPhoneSet OR Company in:tmpPartyIdSet)];
//pull a list of matching Do Not Call records
tmpDNCList = [select id, Name from Do_Not_Call__c where Name in:tmpPartyIdSet];
//Build a map with all retrieved lead objects
System.debug('The tmpList is currently ' + tmpList.size());
for(Lead myLead : Trigger.new){
if(myLead.status == 'Open' && Trigger.new.size() > 1){
//Check the lead Dates and set the status if necessary
System.debug('Lead to look at...Here is the date -=> ' + myLead.Call_Date_All__c);
System.debug('Comparing to myDate -=> ' + myDate);
//Checking the opportunity
Boolean opptCheck = false;
if(tmpList.size()>0){
for(Opportunity o : tmpList){
if((o.Account.Name == myLead.Company) || (o.Lead_Phone_Number_ALL__c==myLead.Phone)){
if(o.Lead_Call_Date_All__c == null){
System.debug('NULL Date found on the Opportunity...setting status to Open');
myLead.Status = 'Open';
opptCheck = true;
System.debug('Here is the oppt id = ' + o.id);
break;
}else if (o.Lead_Call_Date_All__c <= myDate){
System.debug('Earlier date found on the Opportunity...setting status to Open');
myLead.Status = 'Open';
opptCheck = true;
System.debug('Here is the oppt id = ' + o.id);
break;
}else if(o.Lead_Call_Date_All__c > myDate){
System.debug('Later date found on the Opportunity...setting status to Pending');
myLead.Status = 'Pending';
opptCheck = true;
System.debug('Here is the oppt id = ' + o.id);
break;
}
}
}
}
if(opptCheck){
System.debug('######################################## Opportunity has set the status #####################');
continue;
}
Boolean leadCheck = false;
if(tmpLeadList.size()>0 && myLead.id == null){
for(Lead l : tmpLeadList){
if((l.Company == myLead.Company) || (l.Phone == myLead.Phone)){
if(l.Call_Date_All__c == null){
System.debug('NULL Date found on the LEAD MATCH...setting status to Open');
myLead.Status = 'Open';
l.status='Open';
Boolean addLead = true;
if(!unconvertedLeadsToUpdate.containsKey(l.Id)){
unConvertedLeadsToUpdate.put(l.id, l);
}
leadCheck = true;
System.debug('Here is the LEAD id = ' + l.id);
//break;
}else if (l.Call_Date_All__c <= myDate){
System.debug('Earlier date found on the LEAD MATCH...setting status to Open');
myLead.Status = 'Open';
l.status='Open';
Boolean addLead = true;
if(!unconvertedLeadsToUpdate.containsKey(l.Id)){
unConvertedLeadsToUpdate.put(l.id, l);
}
leadCheck = true;
System.debug('Here is the LEAD id = ' + l.id);
//break;
}else if(l.Call_Date_All__c > myDate){
System.debug('Later date found on the LEAD MATCH...setting status to Pending');
myLead.Status = 'Pending';
l.status='Pending';
Boolean addLead = true;
if(!unconvertedLeadsToUpdate.containsKey(l.Id)){
unConvertedLeadsToUpdate.put(l.id, l);
}
leadCheck = true;
System.debug('Here is the LEAD id = ' + l.id);
//break;
}
}
}
}
if(leadCheck){
System.debug('######################################## Existing Lead has set the status #####################');
continue;
}
if(myLead.Call_Date_All__c == null){
System.debug('NULL Date found...setting status to Open');
myLead.Status = 'Open';
//leadList.add(myLead);
}else if (myLead.Call_Date_All__c <= myDate){
System.debug('Earlier date found...setting status to Open');
myLead.Status = 'Open';
//leadList.add(myLead);
}else if(myLead.Call_Date_All__c > myDate){
System.debug('Later date found...setting status to Pending');
myLead.Status = 'Pending';
//leadList.add(myLead);
}
}
}
//Checking the Do Not Call Object
Boolean DNCCheck = false;
if(tmpDNCList.size()>0){
for(Do_Not_Call obj : tmpDNCList) {
if((obj.Name == myLead.Company) {
System.debug(Matching Do Not Call Record Found - setting status to 'pending');
myLead.Status = 'Pending';
DNCCheck = true;
break;
}
}
}
if(DNCCheck){
System.debug('######################################## Do Not Call Object has set the status #####################');
continue;
}
if(unConvertedLeadsToUpdate.size() > 0){
List<Lead> updateME = new List<Lead>();
updateME = unConvertedLeadsToUpdate.values();
System.debug('unConvertedLeadsToUpdate SIZE = ' + unConvertedLeadsToUpdate.size());
// update updateMe;
}
}
trigger CEWSowner on PSC_CEWS__c (before insert) {
PSC_CEWS__c [] CEWSList = trigger.new;
List <PSC_CEWS__c> updatedListToInsert= new List <PSC_CEWS__c>();
for(PSC_CEWS__c CEWS : CEWSList){
List<User> lookupCEWSUser = [select ID from User where CAI__c =: CEWS.CAI__c Limit 1];
if(lookupCEWSUser.size() > 0){
CEWS.Ownerid = lookupCEWSuser[0].Id;
updatedListToInsert.add(CEWS);
}
}
if(updatedListToInsert.size() > 0) {
insert updatedListToInsert;
}
}
So I have a custom object 'PSC_CEWS__c' that is upserted/inserted with a unique identifier for each user 'CAI__c.' Before insert, i want to match the CAI__c to the correct User in Salesforce, and make that person the record owner. So far, this actually does nothing. I have something typed wrong, but have looked at it long enough and am thinking I'm missing something real basic here.
When I'm creating my test for this - I can't get this part covered. How can I make sure I insert a lead with an id that matches the whoid? I can't assign an id in a test class, right? If I put in the lead first, it doesn't fit the flow and cover the class. If I try to say something like 'whoid = l1.id,' that deson't work because I haven't inserted that lead yet.
I have 90% test class coverage for a trigger with the exception of this one line in my code:
27
else if ((tmpDNCList.size()<1) && (myLead.Sub_Status_ALL__c == 'DNC Requested'))
28
{
29
Trigger.new[0].Status.addError('Please add DNC record to Salesforce prior to saving.');
When I create a record in the test class that matches this critieria - it causes a DML exception (as it should) and halts all of my other tests if I run them all at once and it drops my code coverage to almost 50%. The class itself gets 100% coverage though.
Is there something sepcial about wiritng a test class when using the error method?
FATAL_ERROR|System.QueryException: Non-selective query against large object type (more than 100000 rows). Consider an indexed filter or contact salesforce.com about custom indexing. Even if a field is indexed a filter might still not be selective when: 1. The filter value includes null (for instance binding with a list that contains null) 2. Data skew exists whereby the number of matching rows is very large (for instance, filtering for a particular foreign key value that occurs many times).
trigger InsertFin on Case (after insert) { list<Fin__c> falist = new list<Fin__c>();
if ((Trigger.new.size() == 1)&&(trigger.new[0].MID__c !=null)){ list<Contact> con = new list<Contact>([Select c.EmpId__c,c.branch__c,c.branch__r.name,c.Id,c.name From Contact c where c.EmpId__c!=null and c.EmpId__c =: trigger.new[0].MID__c limit 1]); Fin__c f1 = new Fin__c(); f1.Case__c = trigger.new[0].Id; if(con.size()>0){ f1.Branch__c = con[0].branch__r.name; f1.name= con[0].name; } falist.add(f1); } if ((Trigger.new.size() == 1)&&(trigger.new[0].MID_2__c !=null)){ list<Contact> con = new list<Contact>([Select c.EmpId__c,c.branch__c,c.branch__r.name,c.Id,c.name From Contact c where c.EmpId__c!=null and c.EmpId__c =: trigger.new[0].MID_2__c limit 1]); Fin__c f2 = new Fin__c(); f2.Case__c = trigger.new[0].Id; if(con.size()>0){ f2.Branch__c = con[0].branch__r.name; f2.name= con[0].name; } falist.add(f2); }
if ((Trigger.new.size() == 1)&&(trigger.new[0].MID_3__c !=null)){ list<Contact> con = new list<Contact>([Select c.EmpId__c,c.branch__c,c.branch__r.name,c.Id,c.name From Contact c where c.EmpId__c!=null and c.EmpId__c =: trigger.new[0].MID_3__c limit 1]); Fin__c f3 = new Fin__c(); f3.Case__c = trigger.new[0].Id; if(con.size()>0){ f3.Branch__c = con[0].branch__r.name; f3.name= con[0].name; } falist.add(f3); }
if ((Trigger.new.size() == 1)&&(trigger.new[0].MID_4__c !=null)){ list<Contact> con = new list<Contact>([Select c.EmpId__c,c.branch__c,c.branch__r.name,c.Id,c.name From Contact c where c.EmpId__c!=null and c.EmpId__c =: trigger.new[0].MID_4__c limit 1]); Fin__c f4 = new Fin__c(); f4.Case__c = trigger.new[0].Id; if(con.size()>0){ f4.Branch__c = con[0].branch__r.name; f4.name= con[0].name; } falist.add(f4); } if ((Trigger.new.size() == 1)&&(trigger.new[0].MID_5__c !=null)){ list<Contact> con = new list<Contact>([Select c.EmpId__c,c.branch__c,c.branch__r.name,c.Id,c.name From Contact c where c.EmpId__c!=null and c.EmpId__c =: trigger.new[0].MID_5__c limit 1]); Fin__c f5 = new Fin__c(); f5.Case__c = trigger.new[0].Id; if(con.size()>0){ f5.Branch__c = con[0].branch__r.name; f5.name= con[0].name; } falist.add(f5); } insert falist;
EDITIED: Cleaned up code, added commnets and added some clarity
I'm working with a referal process where we work a lead one day and then get another list to call when documents are ready. The first part of the trigger works - the part where i'm assigning the value of the External Unique ID to the lead company.
For the rest - I want to find leads that have been converted - so that when I get the second lead for 'Docs Ready' - I can look at who converted the lead and create a calendar event for that person that contains some of the information on that customer.
So I pull a list of converted leads by matching the External Unique ID - they will already be in the system since this is a follow-up lead.
I looked at the system.debug logs and the ConvertedLeadList never seesm to populate when I'm inseting test files. Is it my blocking? The query looks fine. Any ideas?
Then what I would like to happen - is take the ConvertedLeadList and loop through that and create a calendar event based on data from that list. One item I am unsure how to do is assign the calevent onwer based on the last modified id of the converted lead from the ConvertedLeadList.
How do I write the for loop for that? I looked at the dev guide and i'm just not 'getting' it.
trigger Referral on Lead (before insert, before update) {
//create a list of leads 'Converted:eadList' that looks for a mtach in the tmpEUIDset. These converted leads have agent owners and will need to have a calendar event created.
List<Lead> ConvertedLeadList = new List<Lead>();
Set<String> tmpEUIDset = new Set<String>();
//referals are external these - referals and do not have Party IDs - map EUID to party ID (company) on insert and exit loop
for(Lead l : trigger.new){
if((l.Lead_Type_ALL__c == 'LegalZoom Referral') || (l.Lead_Type_ALL__c == 'LegalZoom Docs Ready')) {
l.company = l.External_Unique_ID__c;
} //exit loop
//add EUIDS to string from insterted leads to match against when creating the ConvertedLeadList
for(Lead lead : Trigger.new){
tmpEUIDset.add(lead.External_Unique_ID__c);
if(Lead.External_Unique_ID__c != null)
system.debug('Here is the current count of items in the tmpEUIDset string:' + tmpEUIDset.size());
} // exit loop
// pull a list of converted leads from the first referral call by querying leads aginst the tmpEUID list
ConvertedLeadList = [select id, Lead_Type_ALL__c, External_Unique_ID__c, Lastmodifiedbyid, Name from Lead where SystemModstamp=LAST_N_DAYS:90 AND name in :tmpEUIDSet AND Lead.Status='Contacted' AND Isconverted=true];
system.debug('Here is the current ConvertedLeadList size' + Convertedleadlist.size());
//look for an existing opportunity when there is a 'Docs Ready' lead type
if(ConvertedLeadList.size()>0){
for(Lead mylead : trigger.new) {
if ((trigger.new[0].External_Unique_ID__c == ConvertedLeadList[0].External_Unique_ID__c) && (trigger.new[0].Lead_Type_ALL__c == 'LegalZoom Docs Ready')){
System.debug('Matching Converted lead record found - creating event for' + trigger.new[0]);
//This will generate an event for the current user if one does not exist currently
List<Event> checkEvent = [select id from event where whoid =: Trigger.new[0].Id AND ActivityDateTime =: Trigger.new[0].Call_Back_Requested_All__c];
if(checkEvent == null || checkEvent.size() == 0){
//create new event
Event calEvent = new Event();
//base date vand time on Call_Back_Requested_ALL__c field on inserted lead
calEvent.ActivityDateTime = Trigger.new[0].Call_Back_Requested_All__c;
calEvent.Description = 'Documents are ready. Call back customer ' + Trigger.new[0].firstname + ' ' + Trigger.new[0].lastname +
' with Lead Party ID ' + Trigger.new[0].Company + '.';
calEvent.Subject = 'Call back customer ' + Trigger.new[0].firstname + ' ' + Trigger.new[0].lastname;
calEvent.DurationInMinutes = 15;
calEvent.ReminderDateTime = Trigger.new[0].Call_Back_Requested_All__c.addMinutes(-15);
// the cal event needs to go to agent that converted the lead
calEvent.Ownerid = ConvertedLeadList[0].lastmodifiedbyid;
calEvent.IsReminderSet = true;
calEvent.Whoid = Trigger.new[0].Id;
insert calEvent;
}
}
}
}
}
}
I am trying to make an event whenever a date/time filed is populated on an opportunity object. I thouight i could use "whatid" to point to the opportunity, but I may have misread the dev docs. I'm getting:
Error:Apex trigger OppEvent caused an unexpected exception, contact your administrator: OppEvent: execution of BeforeUpdate caused by: System.DmlException: Insert failed. First exception on row 0; first error: FIELD_INTEGRITY_EXCEPTION, Contact/Lead ID: id value of incorrect type: 006T0000008bvfaIAA: [WhoId]: Trigger.OppEvent: line 19, column 17
I dug around on the forum - and don't see what i might be doing wrong. Any thoughts?
/* This trigger creates an event when call back requested is selected on the opportunity
trigger OppEvent on Opportunity (before update) {
if (Trigger.new[0].Call_Back_Requested__c <> null){
//This will generate an event for the current user if one does not exist currently
List<Event> checkEvent = [select id from event where WhatId =: Trigger.new[0].Id AND ActivityDateTime =: Trigger.new[0].Call_Back_Requested__c];
if(checkEvent == null || checkEvent.size() == 0){
Event calEvent = new Event();
calEvent.ActivityDateTime = Trigger.new[0].Call_Back_Requested__c;
calEvent.Description = 'Call back customer ' + Trigger.new[0].firstname + ' ' + Trigger.new[0].lastname +
' with ID ' + Trigger.new[0].Company + '.';
calEvent.Subject = 'Call back customer ' + Trigger.new[0].firstname + ' ' + Trigger.new[0].lastname;
calEvent.DurationInMinutes = 15;
//calEvent.WhatId = Trigger.new[0].Id;
calEvent.ReminderDateTime = Trigger.new[0].Call_Back_Requested__c.addMinutes(-15);
calEvent.IsReminderSet = true;
calEvent.WhoId = Trigger.new[0].Id;
insert calEvent;
}
}
Line 176 is bombing out because of the '}' I'm missing why my blocking is off on that line. Any ideas?
*/
trigger StandOffPeriod2 on Lead (before Insert, before update) {
List<Opportunity> opptList = new List<Opportunity>();
List<Opportunity> tmpList = new List<Opportunity>();
List<Lead> leadList = new List<Lead>();
List<Lead> tmpleadList = new List<Lead>();
Set<String> tmpSet = new Set<String>();
Set<String> tmpPhoneSet = new Set<String>();
Set<String> tmpPartyIdSet = new Set<String>();
Map<Id, Lead> unConvertedLeadsToUpdate = new Map<Id,lead>();
Date myDate = Date.Today().addDays(-90);
for(Lead lead : Trigger.new){
tmpSet.add(lead.Company_Phone__c);
tmpPhoneSet.add(lead.Phone);
tmpPartyIdSet.add(lead.Company);
//tmpleadList.add(lead);
}
System.debug('tmpPhoneset = ' + tmpPhoneset);
System.debug('tmpPartyIdset = ' + tmpPartyIdSet);
//pull a list of all opportunities that match the company_phone__c field
//tmpList = [select id, Lead_Phone_Number_ALL__c, Lead_Status_All__c, Lead_Call_Date_ALL__c,Lead_Company_Phone__c from Opportunity where Lead_Company_Phone__c in :tmpSet];
tmpList = [select id, Lead_Phone_Number_ALL__c, Lead_Status_All__c, Lead_Call_Date_ALL__c,Account.Name from Opportunity where Account.name in :tmpPartyIdSet OR Lead_Phone_Number_ALL__c in:tmpPhoneSet];
//System.debug('tmpList2 information = ' + tmpList2.size());
//pull a list of all existing leads that match the company_phone__c field
//tmpLeadList = [select id, Call_Date_All__c, Company_Phone__c from Lead where Company_Phone__c in:tmpSet];
tmpLeadList = [select id, Call_Date_All__c, Company_Phone__c,Party_ID_ALL__c,Company,Phone from Lead where isConverted=FALSE AND (Phone in:tmpPhoneSet OR Company in:tmpPartyIdSet)];
//pull a list of matching Do Not Call records
tmpDNCList = [select id, Name from Do_Not_Call__c where Name in:tmpPartyIdSet];
//Build a map with all retrieved lead objects
System.debug('The tmpList is currently ' + tmpList.size());
for(Lead myLead : Trigger.new){
if(myLead.status == 'Open' && Trigger.new.size() > 1){
//Check the lead Dates and set the status if necessary
System.debug('Lead to look at...Here is the date -=> ' + myLead.Call_Date_All__c);
System.debug('Comparing to myDate -=> ' + myDate);
//Checking the opportunity
Boolean opptCheck = false;
if(tmpList.size()>0){
for(Opportunity o : tmpList){
if((o.Account.Name == myLead.Company) || (o.Lead_Phone_Number_ALL__c==myLead.Phone)){
if(o.Lead_Call_Date_All__c == null){
System.debug('NULL Date found on the Opportunity...setting status to Open');
myLead.Status = 'Open';
opptCheck = true;
System.debug('Here is the oppt id = ' + o.id);
break;
}else if (o.Lead_Call_Date_All__c <= myDate){
System.debug('Earlier date found on the Opportunity...setting status to Open');
myLead.Status = 'Open';
opptCheck = true;
System.debug('Here is the oppt id = ' + o.id);
break;
}else if(o.Lead_Call_Date_All__c > myDate){
System.debug('Later date found on the Opportunity...setting status to Pending');
myLead.Status = 'Pending';
opptCheck = true;
System.debug('Here is the oppt id = ' + o.id);
break;
}
}
}
}
if(opptCheck){
System.debug('######################################## Opportunity has set the status #####################');
continue;
}
Boolean leadCheck = false;
if(tmpLeadList.size()>0 && myLead.id == null){
for(Lead l : tmpLeadList){
if((l.Company == myLead.Company) || (l.Phone == myLead.Phone)){
if(l.Call_Date_All__c == null){
System.debug('NULL Date found on the LEAD MATCH...setting status to Open');
myLead.Status = 'Open';
l.status='Open';
Boolean addLead = true;
if(!unconvertedLeadsToUpdate.containsKey(l.Id)){
unConvertedLeadsToUpdate.put(l.id, l);
}
leadCheck = true;
System.debug('Here is the LEAD id = ' + l.id);
//break;
}else if (l.Call_Date_All__c <= myDate){
System.debug('Earlier date found on the LEAD MATCH...setting status to Open');
myLead.Status = 'Open';
l.status='Open';
Boolean addLead = true;
if(!unconvertedLeadsToUpdate.containsKey(l.Id)){
unConvertedLeadsToUpdate.put(l.id, l);
}
leadCheck = true;
System.debug('Here is the LEAD id = ' + l.id);
//break;
}else if(l.Call_Date_All__c > myDate){
System.debug('Later date found on the LEAD MATCH...setting status to Pending');
myLead.Status = 'Pending';
l.status='Pending';
Boolean addLead = true;
if(!unconvertedLeadsToUpdate.containsKey(l.Id)){
unConvertedLeadsToUpdate.put(l.id, l);
}
leadCheck = true;
System.debug('Here is the LEAD id = ' + l.id);
//break;
}
}
}
}
if(leadCheck){
System.debug('######################################## Existing Lead has set the status #####################');
continue;
}
if(myLead.Call_Date_All__c == null){
System.debug('NULL Date found...setting status to Open');
myLead.Status = 'Open';
//leadList.add(myLead);
}else if (myLead.Call_Date_All__c <= myDate){
System.debug('Earlier date found...setting status to Open');
myLead.Status = 'Open';
//leadList.add(myLead);
}else if(myLead.Call_Date_All__c > myDate){
System.debug('Later date found...setting status to Pending');
myLead.Status = 'Pending';
//leadList.add(myLead);
}
}
}
//Checking the Do Not Call Object
Boolean DNCCheck = false;
if(tmpDNCList.size()>0){
for(Do_Not_Call obj : tmpDNCList) {
if((obj.Name == myLead.Company) {
System.debug(Matching Do Not Call Record Found - setting status to 'pending');
myLead.Status = 'Pending';
DNCCheck = true;
break;
}
}
}
if(DNCCheck){
System.debug('######################################## Do Not Call Object has set the status #####################');
continue;
}
if(unConvertedLeadsToUpdate.size() > 0){
List<Lead> updateME = new List<Lead>();
updateME = unConvertedLeadsToUpdate.values();
System.debug('unConvertedLeadsToUpdate SIZE = ' + unConvertedLeadsToUpdate.size());
// update updateMe;
}
}
trigger CEWSowner on PSC_CEWS__c (before insert) {
PSC_CEWS__c [] CEWSList = trigger.new;
List <PSC_CEWS__c> updatedListToInsert= new List <PSC_CEWS__c>();
for(PSC_CEWS__c CEWS : CEWSList){
List<User> lookupCEWSUser = [select ID from User where CAI__c =: CEWS.CAI__c Limit 1];
if(lookupCEWSUser.size() > 0){
CEWS.Ownerid = lookupCEWSuser[0].Id;
updatedListToInsert.add(CEWS);
}
}
if(updatedListToInsert.size() > 0) {
insert updatedListToInsert;
}
}
So I have a custom object 'PSC_CEWS__c' that is upserted/inserted with a unique identifier for each user 'CAI__c.' Before insert, i want to match the CAI__c to the correct User in Salesforce, and make that person the record owner. So far, this actually does nothing. I have something typed wrong, but have looked at it long enough and am thinking I'm missing something real basic here.
