I have a task to assign a lead to a specific user depending on 2 factors (Zip Code, and Product Family) Some leads will have Product Family and Zip filled out - we only need to look at ones that have both filled in.
Each Zip Code can be owned by multiple individuals but that is segregated by Division Custom Object: Zip_Code__c example OwnerID ZipCode Division__c 00511000000AAaa 50000 1 00511000000AAab 50000 2 00511000000AAac 50000 3 00511000000AAad 50000 4
Division is based on Product Family in Product2 Object Name Family Division__c iPad Air Tablet 1 iPad mini Tablet 1 iPhone 7 Phone 2 Samsung S7 Phone 3
So what i have to do is this Get Lead.ProductFamily, and Lead.PostalCode and figure out how to get Zip_Code__c.OwnerID for each Lead
This is my current code, but it seems to sometimes not work (no errors) just not pulling as expected.. I REALLY need someone's help.
trigger LeadTrigger on Lead (before insert) {
List<Lead> leadsToUpdate = new List<Lead>();
for (Lead lead : Trigger.new)
{
if (lead.ProductFamily__c == null || lead.ProductFamily__c == '' || lead.PostalCode.length() < 5)
{
// do nothing
}
else
{
List<Product2> prodList = [SELECT id,Division__c FROM Product2 WHERE Family = :lead.ProductFamily__c limit 1];
if (prodList.size()<1)
{
break;
}
List<Zip_Code__c> zipList = [SELECT OwnerId, Division__c, Zip_Code__c FROM Zip_Code__c WHERE Zip_Code__c = :lead.PostalCode.subString(0,5) and Division__c INCLUDES(:prodList[0].Division__c) ];
if (zipList.size()<1){
break;
}
String[] divisions = zipList.size() > 0 ? zipList[0].Division__c.split(';') : null;
if(divisions != null && prodList.size() > 0) {
for(String div : divisions) {
if(prodList[0].Division__c == div) {
lead.OwnerId = zipList[0].OwnerId;
leadsToUpdate.add(lead);
}
}
}
}
}
}
i have a pricebook setup where price book has a multiselect picklist called Customer_Grouping_Codes
example: Pricebook1 has Customer_Grouping_Codes: a1,a2,a3,a5,a9,a10 Pricebook2 has Customer_Grouping_Codes: a4,a6,a7,b1,b2 etc....
- on my account object i have a field called Customer_Group_1_Code__c(this is uploaded from source data warehouse) - account: abc has Customer_Group_1_Code__c = a3 - I now have a field called Default_Price_Book__c on Account that is Lookup(Price Book) - what i need to do is set this Account.Default_Price_Book__c on before insert, before update to the Pricebook2.id corresponding to Account.Customer_Group_1_Code__c
here is what i have so far:
trigger AccountPriceBookSelector on Account (before insert, before update) {
for(Account acc : Trigger.new)
{
if(acc.Customer_Group_1_Code__c!=null)
{
List<Pricebook2> pb = [select id, name from PriceBook2 where Customer_Grouping_Codes__c includes (:acc.Customer_Group_1_Code__c) ];
if(!pb.isEmpty())
{
acc.Default_Price_Book__c=pb[0].id;
}
}
else
{
List<Pricebook2> stdPBL = [select id from Pricebook2 where IsStandard = TRUE];
acc.Default_Price_Book__c = stdPBL[0].id;
}
}
}
I'm just not sure where to start with this - it looks so easy (pseudo code) but i'm having trouble
Got a trigger that should update number of cases for a set of accounts.
trigger CaseTrigger on Case (after insert, after update)
{
Set<Account> accTemp=new Set<Account>();
List<Account> accTemp2 = new List<Account>();
// code to populate accTemp set with Accounts........
for(Account a : accTemp)
{
cases = [select id, accountid from Case WHERE accountid=:a.id AND isclosed!=true and createdDate >: System.Today()-365 LIMIT 90];
a.Nuber_Of_Open_Cases__c = cases.size();
accTemp2.add(a);
}
update(accTemp2);
}
please help as i'm getting too many SOQL queries error when i do bulk upload.
i populate accTemp which is a Set<Account> with accounts that meet a certain criteria
then....
trigger CaseTrigger on Case (after insert, after update)
{
Set<Account> accTemp=new Set<Account>();
List<Account> accTemp2 = new List<Account>();
// code to populate accTemp set with Accounts........
for(Account a : accTemp){
cases = [select id, accountid from Case WHERE accountid=:a.id AND isclosed!=true and createdDate >: System.Today()-365 LIMIT 90];
a.Nuber_Of_Open_Cases__c = cases.size();
accTemp2.add(a);
}
update(accTemp2);
}
please help as i'm getting too many SOQL queries error when i do bulk upload.
Ok so we are working on a SF1 google maps app for our Sales Team.
We have an issue with being able to access some of the Actions from the action bar .... well since the action bar doesn't appear on our custom maps inteface.
What we want to do is port some of the actions to the info window
here is what we have (noticed the circled "New Visit" )
how can i make that link go out to an action i created?
What i ultimately want is ( i realize i might not be able to make the icon appear there exactly like on the action bar)
I'm new to VF so please be gentle - here is the scenario:
we have a custom object, the fields in this object will change (rather new ones will be added often) as new categories emerge...
So i need a way to create the VF page where i don't have to code every single field every time there is a new field created, but i need to be able to handle the Save function, perhaps the Save&New etc.. in a special way.
How can i create this? oh and the page should open in EDIT mode.
please help or let me know if this is even possible?
I have a task to assign a lead to a specific user depending on 2 factors (Zip Code, and Product Family) Some leads will have Product Family and Zip filled out - we only need to look at ones that have both filled in.
Each Zip Code can be owned by multiple individuals but that is segregated by Division Custom Object: Zip_Code__c example OwnerID ZipCode Division__c 00511000000AAaa 50000 1 00511000000AAab 50000 2 00511000000AAac 50000 3 00511000000AAad 50000 4
Division is based on Product Family in Product2 Object Name Family Division__c iPad Air Tablet 1 iPad mini Tablet 1 iPhone 7 Phone 2 Samsung S7 Phone 3
So what i have to do is this Get Lead.ProductFamily, and Lead.PostalCode and figure out how to get Zip_Code__c.OwnerID for each Lead
This is my current code, but it seems to sometimes not work (no errors) just not pulling as expected.. I REALLY need someone's help.
trigger LeadTrigger on Lead (before insert) {
List<Lead> leadsToUpdate = new List<Lead>();
for (Lead lead : Trigger.new)
{
if (lead.ProductFamily__c == null || lead.ProductFamily__c == '' || lead.PostalCode.length() < 5)
{
// do nothing
}
else
{
List<Product2> prodList = [SELECT id,Division__c FROM Product2 WHERE Family = :lead.ProductFamily__c limit 1];
if (prodList.size()<1)
{
break;
}
List<Zip_Code__c> zipList = [SELECT OwnerId, Division__c, Zip_Code__c FROM Zip_Code__c WHERE Zip_Code__c = :lead.PostalCode.subString(0,5) and Division__c INCLUDES(:prodList[0].Division__c) ];
if (zipList.size()<1){
break;
}
String[] divisions = zipList.size() > 0 ? zipList[0].Division__c.split(';') : null;
if(divisions != null && prodList.size() > 0) {
for(String div : divisions) {
if(prodList[0].Division__c == div) {
lead.OwnerId = zipList[0].OwnerId;
leadsToUpdate.add(lead);
}
}
}
}
}
}
i have a pricebook setup where price book has a multiselect picklist called Customer_Grouping_Codes
example: Pricebook1 has Customer_Grouping_Codes: a1,a2,a3,a5,a9,a10 Pricebook2 has Customer_Grouping_Codes: a4,a6,a7,b1,b2 etc....
- on my account object i have a field called Customer_Group_1_Code__c(this is uploaded from source data warehouse) - account: abc has Customer_Group_1_Code__c = a3 - I now have a field called Default_Price_Book__c on Account that is Lookup(Price Book) - what i need to do is set this Account.Default_Price_Book__c on before insert, before update to the Pricebook2.id corresponding to Account.Customer_Group_1_Code__c
here is what i have so far:
trigger AccountPriceBookSelector on Account (before insert, before update) {
for(Account acc : Trigger.new)
{
if(acc.Customer_Group_1_Code__c!=null)
{
List<Pricebook2> pb = [select id, name from PriceBook2 where Customer_Grouping_Codes__c includes (:acc.Customer_Group_1_Code__c) ];
if(!pb.isEmpty())
{
acc.Default_Price_Book__c=pb[0].id;
}
}
else
{
List<Pricebook2> stdPBL = [select id from Pricebook2 where IsStandard = TRUE];
acc.Default_Price_Book__c = stdPBL[0].id;
}
}
}
I'm just not sure where to start with this - it looks so easy (pseudo code) but i'm having trouble
Got a trigger that should update number of cases for a set of accounts.
trigger CaseTrigger on Case (after insert, after update)
{
Set<Account> accTemp=new Set<Account>();
List<Account> accTemp2 = new List<Account>();
// code to populate accTemp set with Accounts........
for(Account a : accTemp)
{
cases = [select id, accountid from Case WHERE accountid=:a.id AND isclosed!=true and createdDate >: System.Today()-365 LIMIT 90];
a.Nuber_Of_Open_Cases__c = cases.size();
accTemp2.add(a);
}
update(accTemp2);
}
please help as i'm getting too many SOQL queries error when i do bulk upload.
We have an existing Visualforce page that is the home screen for Salesforce1 users.
When I log in this morning on my iPad 2, whenever the app loads, I get booted to Safari ("Introducing Salesforce1" knowledge base article). Anytime I try to reload Salesforce1, it keeps happening, so I can't even switch orgs now in the Salesforce1 app.
I'm new to VF so please be gentle - here is the scenario:
we have a custom object, the fields in this object will change (rather new ones will be added often) as new categories emerge...
So i need a way to create the VF page where i don't have to code every single field every time there is a new field created, but i need to be able to handle the Save function, perhaps the Save&New etc.. in a special way.
How can i create this? oh and the page should open in EDIT mode.
please help or let me know if this is even possible?
