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Anthony Piaia
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how to setup SAML single sign on for portals and regular users in one org

I am trying to setup SAML for regular salesforce users using SAML, i was able to get this to work, i have created a custom domain in order to provide our users to access through SAML and other users access to login with their regular salesforce credentials. This part is working. The next part is where things get confusing. We also want to provide our portal users access using SAML, after reading documentation we have included the org id and the portal id in the assertion statement and documentation says we have to create a site and enable it for portals, I have also done this. After we add the portal information to the assertion statement, nothing works. Any information can help on a step by step way to setup portals and regular salesforce users with SAML authentication. Example will also be helpful.

Anthony Piaia
August 31, 2017
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2 replies

how to setup sites for portals?

We are currently using portals and need to use SAML authentication, i don't know how to set this up so our portal users can login through our SAML authentication. I've read that sites needs to be setup to work with portals. Does anyone have any information on how to accomplish this. Please let me know?

Thanks

Anthony Piaia
August 02, 2017
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0 replies

Does anyone have information on how to setup the customer portal for SAML authentication?

I have the SAML authentication working in our sandbox for our regular users, I have also setup a custom domain so i can provide our users access to authenticate with salesforce credentials and also have the ability to put other users on SAML authenctication. Our next step is to have our portal users authenticate through SAML. I'm not sure how to set this up for the portal users, i have attempted to set one of the portal users with SAML but it looks like the login page does not know what to do with the login information, any help would be appreciated.

Anthony Piaia
July 20, 2017
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unable to access LiveAgentSession through api

We are trying to pull the liveaentsession object through the api. I have provided the api user read and view all access to the object and the user is still unable to access any field in the object to pull it through the api. Does anyone know what might be missing in order to provide an api user access the the api

Anthony Piaia
March 23, 2017
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1 replies

Failing PKB test classes - trigger deployment in production no longer possible

Anthony Piaia
October 08, 2015
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can live agent be initiated with an email or can it be token based where the chat link is available for a certain amount of time

can live agent be initiated with an email or can it be token based where the chat link is available for a certain amount of time, is their some sample code or an api that will give this functionality.

Anthony Piaia
September 28, 2015
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1 replies

I have a before insert and after insert trigger that creates a list of items in an object the problem i'm having is that it doesn't seem to pickup the leads converting to opportunities

I have a before insert and after insert trigger that creates a list of items in an object the problem i'm having is that it doesn't seem to pickup the leads converting to opportunities. I am new to triggers and i am not sure why these converted opportunities are not having these list items not added, as i understand converteded leads to opportunities are new inserts

trigger ApplicationChecklstbyProgramofStudy on Opportunity (before insert, after insert)         
{        
    Application_Check_List__c acl = new Application_Check_List__c();        
    List<Application_Check_List__c> newApplicationList = new List<Application_Check_List__c>();           
    List<Opportunity> newOpportunityList = new List <Opportunity>();        
  for(Opportunity opp : trigger.new)
    {
      if(opp.RecordTypeId == '012A0000000SDYt' && trigger.isBefore)
      {
            if(opp.Academic_Plan__c == 'HRMGT:MS' && opp.Program_of_Study__c <> 'MSHRM Online')  opp.Program_of_Study__c =  'MSHRM Online'; 
            else if ((opp.Academic_Plan__c == 'INBOL:BBA' || opp.Academic_Plan__c == 'MRKOL:BBA' || opp.Academic_Plan__c == 'MRKOL:SM' || opp.Academic_Plan__c == 'MGTOL:BBA' || opp.Academic_Plan__c == 'FINOL:BBA' ||  opp.Academic_Plan__c == 'HRMOL:BBA') && opp.Program_of_Study__c <> 'BBA Online') opp.Program_of_Study__c = 'BBA Online';  
            else if (opp.Academic_Plan__c == 'HSA:BHSA' && opp.Program_of_Study__c <> 'B Health Services Admin')  opp.Program_of_Study__c = 'B Health Services Admin';
            else if (opp.Academic_Plan__c == 'INTSTUD:BA' && opp.Program_of_Study__c <> 'BA IS')  opp.Program_of_Study__c = 'BA IS';          
           else if (opp.Academic_Plan__c == 'PSYC:BA' && opp.Program_of_Study__c <> 'BA Psych')   opp.Program_of_Study__c = 'BA Psych';  
            else if (opp.Academic_Plan__c == 'CRMJST:BS' && opp.Program_of_Study__c <> 'BS CJ') opp.Program_of_Study__c = 'BS CJ';  
          else if (opp.Academic_Plan__c == 'ECHDED:BS' && opp.Program_of_Study__c <> 'BS Early Child Dev')  opp.Program_of_Study__c = 'BS Early Child Dev';         
           else if (opp.Academic_Plan__c == 'RECMGT:BS' && opp.Program_of_Study__c <> 'BS Rec and Sport Mgmt')  opp.Program_of_Study__c = 'BS Rec and Sport Mgmt';  
            else if (opp.Academic_Plan__c == 'HOSP:BS' && opp.Program_of_Study__c <> 'BS Hospitality')  opp.Program_of_Study__c = 'BS Hospitality';  
            else if (opp.Academic_Plan__c == 'COMMART:BA' && opp.Program_of_Study__c <> 'BA Comm Arts')  opp.Program_of_Study__c = 'BA Comm Arts';  
            else if(opp.Academic_Plan__c == 'INTLRE:MS' && opp.Program_of_Study__c <> 'MSRE Online')  opp.Program_of_Study__c = 'MSRE Online';   
            else if(opp.Academic_Plan__c == 'INTBS:MIB' && opp.Program_of_Study__c <> 'MIB Online')  opp.Program_of_Study__c = 'MIB Online';     
          else if (opp.Academic_Plan__c == 'PROF:MBA' && opp.Program_of_Study__c <> 'HCMBA Online')  opp.Program_of_Study__c = 'HCMBA Online';   
            else if (opp.Academic_Plan__c == 'HLTMGT:CFI' && opp.Program_of_Study__c <> 'Cert. GCHM')  opp.Program_of_Study__c = 'Cert. GCHM';  
            else if (opp.Academic_Plan__c == 'CURINS:MS' && opp.Program_of_Study__c <> 'MSCI Online')  opp.Program_of_Study__c = 'MSCI Online'; 
            else if (opp.Academic_Plan__c == 'SPED:MS' && opp.Program_of_Study__c <> 'MSSE Online')  opp.Program_of_Study__c = 'MSSE Online';  
            else if (opp.Academic_Plan__c == 'MASCOMM:MS' && opp.Program_of_Study__c <> 'MSGSC Online')  opp.Program_of_Study__c = 'MSGSC Online'; 
            else if (opp.Academic_Plan__c == 'EGMGT:MS' && opp.Program_of_Study__c <> 'MS Engineering Mgmt') opp.Program_of_Study__c = 'MS Engineering Mgmt';             
           else if (opp.Academic_Plan__c == 'COMPEG:MS' && opp.Program_of_Study__c <> 'MS Network Security')  opp.Program_of_Study__c = 'MS Network Security';         
      }
      system.debug('************************************************************* Program of Study: ' + opp.Program_of_Study__c);
      
      if(opp.RecordTypeId == '012A0000000SDYt' && trigger.isAfter)
      {      
        if (opp.Academic_Plan__c == 'HRMGT:MS' || opp.Academic_Plan__c == 'INTLRE:MS' || opp.Academic_Plan__c == 'INTBS:MIB' || opp.Academic_Plan__c == 'PROF:MBA'     
              || opp.Academic_Plan__c == 'HLTMGT:CFI' || opp.Academic_Plan__c == 'CURINS:MS' || opp.Academic_Plan__c == 'SPED:MS' || opp.Academic_Plan__c == 'MASCOMM:MS'       
              || opp.Academic_Plan__c == 'EGMGT:MS' || opp.Academic_Plan__c == 'COMPEG:MS' || opp.Academic_Plan__c == 'COMMART:BA' || opp.Academic_Plan__c == 'INTSTUD:BA'       
              || opp.Academic_Plan__c == 'PSYC:BA' || opp.Academic_Plan__c == 'PBBA-INBOL' || opp.Academic_Plan__c == 'INBOL:BBA'|| opp.Academic_Plan__c == 'MRKOL:BBA'|| opp.Academic_Plan__c == 'MRKOL:SM'|| opp.Academic_Plan__c == 'PBBA-FINOL'|| opp.Academic_Plan__c == 'PBBA-MGTOL'|| opp.Academic_Plan__c == 'MGTOL:BBA'|| opp.Academic_Plan__c == 'PBBA-MRKOL'|| opp.Academic_Plan__c == 'FINOL:BBA'|| opp.Academic_Plan__c == 'HRMOL:BBA'       
        || opp.Academic_Plan__c == 'CRMJST:BS'|| opp.Academic_Plan__c == 'ECHDED:BS' || opp.Academic_Plan__c == 'HSA:BHSA'
              || opp.Academic_Plan__c == 'HOSP:BS' || opp.Academic_Plan__c == 'RECMGT:BS')      
                    
          {      
              acl = new Application_Check_List__c(Subject__c = 'Application Fee', Opportunity__c = opp.id, type__c = 'Automatic');      
              newApplicationList.add(acl);      
          }         
      if (opp.Academic_Plan__c == 'HRMGT:MS' || opp.Academic_Plan__c == 'INTLRE:MS' || opp.Academic_Plan__c == 'INTBS:MIB' || opp.Academic_Plan__c == 'PROF:MBA'   
              || opp.Academic_Plan__c == 'HLTMGT:CFI' || opp.Academic_Plan__c == 'CURINS:MS' || opp.Academic_Plan__c == 'SPED:MS' || opp.Academic_Plan__c == 'MASCOMM:MS'       
              || opp.Academic_Plan__c == 'EGMGT:MS' || opp.Academic_Plan__c == 'COMPEG:MS' || opp.Academic_Plan__c == 'COMMART:BA'      
              || opp.Academic_Plan__c == 'INTSTUD:BA' || opp.Academic_Plan__c == 'PSYC:BA' || opp.Academic_Plan__c == 'PBBA-HRMOL'|| opp.Academic_Plan__c == 'PBBA-INBOL'|| opp.Academic_Plan__c == 'INBOL:BBA'|| opp.Academic_Plan__c == 'MRKOL:BBA'|| opp.Academic_Plan__c == 'MRKOL:SM'|| opp.Academic_Plan__c == 'PBBA-FINOL'|| opp.Academic_Plan__c == 'PBBA-MGTOL'|| opp.Academic_Plan__c == 'MGTOL:BBA'|| opp.Academic_Plan__c == 'PBBA-MRKOL'|| opp.Academic_Plan__c == 'FINOL:BBA'|| opp.Academic_Plan__c == 'HRMOL:BBA'       
                || opp.Academic_Plan__c == 'CRMJST:BS'|| opp.Academic_Plan__c == 'ECHDED:BS' || opp.Academic_Plan__c == 'HSA:BHSA'        
                || opp.Academic_Plan__c == 'HOSP:BS' || opp.Academic_Plan__c == 'RECMGT:BS')         
      {  
              acl=new Application_Check_List__c(Subject__c = 'Holds', Opportunity__c = opp.id, type__c = 'Automatic');      
              newApplicationList.add(acl);        
          }      
          if (opp.Academic_Plan__c == 'HRMGT:MS' || opp.Academic_Plan__c == 'INTLRE:MS' || opp.Academic_Plan__c == 'INTBS:MIB' || opp.Academic_Plan__c == 'PROF:MBA'       
              || opp.Academic_Plan__c == 'HLTMGT:CFI' || opp.Academic_Plan__c == 'CURINS:MS' || opp.Academic_Plan__c == 'SPED:MS' || opp.Academic_Plan__c == 'MASCOMM:MS'       
              || opp.Academic_Plan__c == 'EGMGT:MS' || opp.Academic_Plan__c == 'COMPEG:MS')      
          {      
              acl=new Application_Check_List__c(Subject__c = 'Funding Plan', Opportunity__c = opp.id, type__c = 'Automatic');      
              newApplicationList.add(acl);        
          }      
          if (opp.Academic_Plan__c == 'HRMGT:MS' || opp.Academic_Plan__c == 'INTLRE:MS' || opp.Academic_Plan__c == 'INTBS:MIB' || opp.Academic_Plan__c == 'PROF:MBA'       
              || opp.Academic_Plan__c == 'HLTMGT:CFI' || opp.Academic_Plan__c == 'CURINS:MS' || opp.Academic_Plan__c == 'SPED:MS' || opp.Academic_Plan__c == 'MASCOMM:MS'       
              || opp.Academic_Plan__c == 'EGMGT:MS' || opp.Academic_Plan__c == 'COMPEG:MS')      
          {      
              acl=new Application_Check_List__c(Subject__c = 'FL Residency Proof 1', Opportunity__c = opp.id, type__c = 'Automatic');      
              newApplicationList.add(acl);        
          }      
          if (opp.Academic_Plan__c == 'HRMGT:MS' || opp.Academic_Plan__c == 'INTLRE:MS' || opp.Academic_Plan__c == 'INTBS:MIB' || opp.Academic_Plan__c == 'PROF:MBA'       
              || opp.Academic_Plan__c == 'HLTMGT:CFI' || opp.Academic_Plan__c == 'CURINS:MS' || opp.Academic_Plan__c == 'SPED:MS' || opp.Academic_Plan__c == 'MASCOMM:MS'       
              || opp.Academic_Plan__c == 'EGMGT:MS' || opp.Academic_Plan__c == 'COMPEG:MS')      
          {      
        acl=new Application_Check_List__c(Subject__c = 'FL Residency Proof 2', Opportunity__c = opp.id, type__c = 'Automatic');
              newApplicationList.add(acl);        
          }      
          if (opp.Academic_Plan__c == 'HRMGT:MS' || opp.Academic_Plan__c == 'INTLRE:MS' || opp.Academic_Plan__c == 'INTBS:MIB' || opp.Academic_Plan__c == 'PROF:MBA'       
              || opp.Academic_Plan__c == 'HLTMGT:CFI' || opp.Academic_Plan__c == 'CURINS:MS' || opp.Academic_Plan__c == 'SPED:MS' || opp.Academic_Plan__c == 'MASCOMM:MS'       
              || opp.Academic_Plan__c == 'EGMGT:MS' || opp.Academic_Plan__c == 'COMPEG:MS')      
          {      
              acl=new Application_Check_List__c(Subject__c = 'Official UGRD Transcripts', Opportunity__c = opp.id, type__c = 'Automatic');      
              newApplicationList.add(acl);        
          }      
          if (opp.Academic_Plan__c == 'HRMGT:MS' || opp.Academic_Plan__c == 'INTLRE:MS' || opp.Academic_Plan__c == 'INTBS:MIB' || opp.Academic_Plan__c == 'PROF:MBA'       
              || opp.Academic_Plan__c == 'HLTMGT:CFI' || opp.Academic_Plan__c == 'CURINS:MS' || opp.Academic_Plan__c == 'SPED:MS' || opp.Academic_Plan__c == 'MASCOMM:MS'       
              || opp.Academic_Plan__c == 'EGMGT:MS' || opp.Academic_Plan__c == 'COMPEG:MS')      
          {      
              acl=new Application_Check_List__c(Subject__c = 'Official GRAD Transcripts', Opportunity__c = opp.id, type__c = 'Automatic');      
              newApplicationList.add(acl);        
          }      
          if (opp.Academic_Plan__c == 'HRMGT:MS' || opp.Academic_Plan__c == 'INTLRE:MS' || opp.Academic_Plan__c == 'INTBS:MIB' || opp.Academic_Plan__c == 'PROF:MBA'       
              || opp.Academic_Plan__c == 'HLTMGT:CFI' || opp.Academic_Plan__c == 'CURINS:MS' || opp.Academic_Plan__c == 'SPED:MS' || opp.Academic_Plan__c == 'MASCOMM:MS'       
              || opp.Academic_Plan__c == 'EGMGT:MS' || opp.Academic_Plan__c == 'COMPEG:MS')      
          {      
              acl=new Application_Check_List__c(Subject__c = 'Official Transcripts Translation', Opportunity__c = opp.id, type__c = 'Automatic');      
              newApplicationList.add(acl);        
          }      
          if (opp.Academic_Plan__c == 'HRMGT:MS' || opp.Academic_Plan__c == 'INTLRE:MS' || opp.Academic_Plan__c == 'INTBS:MIB' || opp.Academic_Plan__c == 'PROF:MBA'       
              || opp.Academic_Plan__c == 'HLTMGT:CFI' || opp.Academic_Plan__c == 'CURINS:MS' || opp.Academic_Plan__c == 'SPED:MS' || opp.Academic_Plan__c == 'MASCOMM:MS'       
              || opp.Academic_Plan__c == 'EGMGT:MS' || opp.Academic_Plan__c == 'COMPEG:MS')      
          {      
              acl=new Application_Check_List__c(Subject__c = 'Proof of Degree', Opportunity__c = opp.id, type__c = 'Automatic');      
              newApplicationList.add(acl);        
          }      
          if (opp.Academic_Plan__c == 'HRMGT:MS' || opp.Academic_Plan__c == 'PROF:MBA' || opp.Academic_Plan__c == 'INTLRE:MS' || opp.Academic_Plan__c == 'INTBS:MIB' || opp.Academic_Plan__c == 'MASCOMM:MS')      
          {      
            acl=new Application_Check_List__c(Subject__c = 'GRE/GMAT Scores', Opportunity__c = opp.id, type__c = 'Automatic');    
              newApplicationList.add(acl);      
          }      
          if (opp.Academic_Plan__c == 'HRMGT:MS' || opp.Academic_Plan__c == 'INTLRE:MS' || opp.Academic_Plan__c == 'INTBS:MIB' || opp.Academic_Plan__c == 'PROF:MBA'       
              || opp.Academic_Plan__c == 'HLTMGT:CFI' || opp.Academic_Plan__c == 'CURINS:MS' || opp.Academic_Plan__c == 'SPED:MS' || opp.Academic_Plan__c == 'MASCOMM:MS'       
              || opp.Academic_Plan__c == 'EGMGT:MS' || opp.Academic_Plan__c == 'COMPEG:MS' || opp.Academic_Plan__c == 'COMMART:BA'      
              || opp.Academic_Plan__c == 'INTSTUD:BA' || opp.Academic_Plan__c == 'PSYC:BA' || opp.Academic_Plan__c == 'PBBA-HRMOL'|| opp.Academic_Plan__c == 'PBBA-INBOL'|| opp.Academic_Plan__c == 'INBOL:BBA'|| opp.Academic_Plan__c == 'MRKOL:BBA'|| opp.Academic_Plan__c == 'MRKOL:SM'|| opp.Academic_Plan__c == 'PBBA-FINOL'|| opp.Academic_Plan__c == 'PBBA-MGTOL'|| opp.Academic_Plan__c == 'MGTOL:BBA'|| opp.Academic_Plan__c == 'PBBA-MRKOL'|| opp.Academic_Plan__c == 'FINOL:BBA'|| opp.Academic_Plan__c == 'HRMOL:BBA'       
                || opp.Academic_Plan__c == 'CRMJST:BS'|| opp.Academic_Plan__c == 'ECHDED:BS' || opp.Academic_Plan__c == 'HSA:BHSA'        
                || opp.Academic_Plan__c == 'HOSP:BS' || opp.Academic_Plan__c == 'RECMGT:BS')         
          {      
              acl=new Application_Check_List__c(Subject__c = 'TOEFL / IELTS Scores', Opportunity__c = opp.id, type__c = 'Automatic');      
              newApplicationList.add(acl);        
          }      
          if (opp.Academic_Plan__c == 'HRMGT:MS' || opp.Academic_Plan__c == 'INTLRE:MS' || opp.Academic_Plan__c == 'INTBS:MIB' || opp.Academic_Plan__c == 'PROF:MBA'       
              || opp.Academic_Plan__c == 'HLTMGT:CFI' || opp.Academic_Plan__c == 'CURINS:MS' || opp.Academic_Plan__c == 'SPED:MS' || opp.Academic_Plan__c == 'MASCOMM:MS'       
              || opp.Academic_Plan__c == 'EGMGT:MS' || opp.Academic_Plan__c == 'COMPEG:MS')      
          {      
              acl=new Application_Check_List__c(Subject__c = 'Resume', Opportunity__c = opp.id, type__c = 'Automatic');      
              newApplicationList.add(acl);        
          }      
          if (opp.Academic_Plan__c == 'HRMGT:MS' || opp.Academic_Plan__c == 'INTLRE:MS' || opp.Academic_Plan__c == 'INTBS:MIB' || opp.Academic_Plan__c == 'PROF:MBA'       
              || opp.Academic_Plan__c == 'HLTMGT:CFI' || opp.Academic_Plan__c == 'CURINS:MS' || opp.Academic_Plan__c == 'SPED:MS' || opp.Academic_Plan__c == 'MASCOMM:MS'       
              || opp.Academic_Plan__c == 'EGMGT:MS' || opp.Academic_Plan__c == 'COMPEG:MS')      
          {      
              acl=new Application_Check_List__c(Subject__c = 'Statement of Purpose', Opportunity__c = opp.id, type__c = 'Automatic');      
              newApplicationList.add(acl);        
          }      
          if (opp.Academic_Plan__c == 'HRMGT:MS' || opp.Academic_Plan__c == 'PROF:MBA' || opp.Academic_Plan__c == '' || opp.Academic_Plan__c == 'CURINS:MS'       
              || opp.Academic_Plan__c == 'SPED:MS' || opp.Academic_Plan__c == 'MASCOMM:MS'       
              || opp.Academic_Plan__c == 'EGMGT:MS' || opp.Academic_Plan__c == 'COMPEG:MS')      
          {      
              acl=new Application_Check_List__c(Subject__c = 'Letter of Recommendation 1', Opportunity__c = opp.id, type__c = 'Automatic');      
              newApplicationList.add(acl);        
          }      
          if (opp.Academic_Plan__c == 'HRMGT:MS' || opp.Academic_Plan__c == 'PROF:MBA' || opp.Academic_Plan__c == '' || opp.Academic_Plan__c == 'CURINS:MS'       
              || opp.Academic_Plan__c == 'SPED:MS' || opp.Academic_Plan__c == 'MASCOMM:MS'       
              || opp.Academic_Plan__c == 'EGMGT:MS' || opp.Academic_Plan__c == 'COMPEG:MS')      
          {      
              acl=new Application_Check_List__c(Subject__c = 'Letter of Recommendation 2', Opportunity__c = opp.id, type__c = 'Automatic');      
              newApplicationList.add(acl);        
          }      
          if (opp.Academic_Plan__c == 'SPED:MS' || opp.Academic_Plan__c == 'EGMGT:MS' || opp.Academic_Plan__c == 'COMPEG:MS')      
          {      
              acl=new Application_Check_List__c(Subject__c = 'Letter of Recommendation 3', Opportunity__c = opp.id, type__c = 'Automatic');      
              newApplicationList.add(acl);        
          }      
          if (opp.Academic_Plan__c == 'SPED:MS' || opp.Academic_Plan__c == 'CURINS:MS')      
          {      
              acl=new Application_Check_List__c(Subject__c = 'Letter of Eligibility for Teacher Certification', Opportunity__c = opp.id, type__c = 'Automatic');    
              newApplicationList.add(acl);      
          }      
          if (opp.Academic_Plan__c == 'SPED:MS' || opp.Academic_Plan__c == 'CURINS:MS')      
          {      
              acl=new Application_Check_List__c(Subject__c = 'Teacher Certification', Opportunity__c = opp.id, type__c = 'Automatic');    
             newApplicationList.add(acl);      
          }      
          if (opp.Academic_Plan__c == 'SPED:MS' || opp.Academic_Plan__c == 'CURINS:MS')      
          {      
              acl=new Application_Check_List__c(Subject__c = 'TCE Scores ', Opportunity__c = opp.id, type__c = 'Automatic');    
            newApplicationList.add(acl);      
          }      
          if (opp.Academic_Plan__c == 'COMMART:BA'|| opp.Academic_Plan__c == 'INTSTUD:BA' || opp.Academic_Plan__c == 'PSYC:BA' || opp.Academic_Plan__c == 'PBBA-HRMOL'|| opp.Academic_Plan__c == 'PBBA-INBOL'|| opp.Academic_Plan__c == 'INBOL:BBA'|| opp.Academic_Plan__c == 'MRKOL:BBA'|| opp.Academic_Plan__c == 'MRKOL:SM'|| opp.Academic_Plan__c == 'PBBA-FINOL'|| opp.Academic_Plan__c == 'PBBA-MGTOL'|| opp.Academic_Plan__c == 'MGTOL:BBA'|| opp.Academic_Plan__c == 'PBBA-MRKOL'|| opp.Academic_Plan__c == 'FINOL:BBA'|| opp.Academic_Plan__c == 'HRMOL:BBA'       
                || opp.Academic_Plan__c == 'CRMJST:BS'|| opp.Academic_Plan__c == 'ECHDED:BS' || opp.Academic_Plan__c == 'HSA:BHSA'        
                || opp.Academic_Plan__c == 'HOSP:BS' || opp.Academic_Plan__c == 'RECMGT:BS')         
          {      
             acl=new Application_Check_List__c(Subject__c = 'HS Transcripts / GED Scores & Certificate', Opportunity__c = opp.id, type__c = 'Automatic');    
            newApplicationList.add(acl);      
          }      
          if (opp.Academic_Plan__c == 'COMMART:BA'|| opp.Academic_Plan__c == 'INTSTUD:BA' || opp.Academic_Plan__c == 'PSYC:BA' || opp.Academic_Plan__c == 'PBBA-HRMOL'|| opp.Academic_Plan__c == 'PBBA-INBOL'|| opp.Academic_Plan__c == 'INBOL:BBA'|| opp.Academic_Plan__c == 'MRKOL:BBA'|| opp.Academic_Plan__c == 'MRKOL:SM'|| opp.Academic_Plan__c == 'PBBA-FINOL'|| opp.Academic_Plan__c == 'PBBA-MGTOL'|| opp.Academic_Plan__c == 'MGTOL:BBA'|| opp.Academic_Plan__c == 'PBBA-MRKOL'|| opp.Academic_Plan__c == 'FINOL:BBA'|| opp.Academic_Plan__c == 'HRMOL:BBA'       
                || opp.Academic_Plan__c == 'CRMJST:BS'|| opp.Academic_Plan__c == 'ECHDED:BS' || opp.Academic_Plan__c == 'HSA:BHSA'        
                || opp.Academic_Plan__c == 'HOSP:BS' || opp.Academic_Plan__c == 'RECMGT:BS')         
          {      
            acl=new Application_Check_List__c(Subject__c = 'College Transcripts', Opportunity__c = opp.id, type__c = 'Automatic');    
             newApplicationList.add(acl);      
          }      
          if (opp.Academic_Plan__c == 'COMMART:BA'|| opp.Academic_Plan__c == 'INTSTUD:BA' || opp.Academic_Plan__c == 'PSYC:BA' || opp.Academic_Plan__c == 'PBBA-HRMOL'|| opp.Academic_Plan__c == 'PBBA-INBOL'|| opp.Academic_Plan__c == 'INBOL:BBA'|| opp.Academic_Plan__c == 'MRKOL:BBA'|| opp.Academic_Plan__c == 'MRKOL:SM'|| opp.Academic_Plan__c == 'PBBA-FINOL'|| opp.Academic_Plan__c == 'PBBA-MGTOL'|| opp.Academic_Plan__c == 'MGTOL:BBA'|| opp.Academic_Plan__c == 'PBBA-MRKOL'|| opp.Academic_Plan__c == 'FINOL:BBA'|| opp.Academic_Plan__c == 'HRMOL:BBA'       
                || opp.Academic_Plan__c == 'CRMJST:BS'|| opp.Academic_Plan__c == 'ECHDED:BS' || opp.Academic_Plan__c == 'HSA:BHSA'        
                || opp.Academic_Plan__c == 'HOSP:BS' || opp.Academic_Plan__c == 'RECMGT:BS')         
          {      
            acl=new Application_Check_List__c(Subject__c = 'International Transcripts Translation & Course Evaluation', Opportunity__c = opp.id, type__c = 'Automatic');    
             newApplicationList.add(acl);      
          }      
          if (opp.Academic_Plan__c == 'COMMART:BA'|| opp.Academic_Plan__c == 'INTSTUD:BA' || opp.Academic_Plan__c == 'PSYC:BA' || opp.Academic_Plan__c == 'PBBA-HRMOL'|| opp.Academic_Plan__c == 'PBBA-INBOL'|| opp.Academic_Plan__c == 'INBOL:BBA'|| opp.Academic_Plan__c == 'MRKOL:BBA'|| opp.Academic_Plan__c == 'MRKOL:SM'|| opp.Academic_Plan__c == 'PBBA-FINOL'|| opp.Academic_Plan__c == 'PBBA-MGTOL'|| opp.Academic_Plan__c == 'MGTOL:BBA'|| opp.Academic_Plan__c == 'PBBA-MRKOL'|| opp.Academic_Plan__c == 'FINOL:BBA'|| opp.Academic_Plan__c == 'HRMOL:BBA'       
                || opp.Academic_Plan__c == 'CRMJST:BS'|| opp.Academic_Plan__c == 'ECHDED:BS' || opp.Academic_Plan__c == 'HSA:BHSA'        
                || opp.Academic_Plan__c == 'HOSP:BS' || opp.Academic_Plan__c == 'RECMGT:BS')         
          {      
            acl=new Application_Check_List__c(Subject__c = 'SAT / ACT Scores', Opportunity__c = opp.id, type__c = 'Automatic');    
            newApplicationList.add(acl);      
          }      
          if (opp.Academic_Plan__c == 'INTBS:MIB')      
          {      
            acl=new Application_Check_List__c(Subject__c = 'Prereq: Accounting', Opportunity__c = opp.id, type__c = 'Automatic');    
             newApplicationList.add(acl);    
          }      
          if (opp.Academic_Plan__c == 'INTBS:MIB')      
          {      
            acl=new Application_Check_List__c(Subject__c = 'Prereq: Marketing', Opportunity__c = opp.id, type__c = 'Automatic');    
            newApplicationList.add(acl);      
          }      
          if (opp.Academic_Plan__c == 'INTBS:MIB')      
          {      
             acl=new Application_Check_List__c(Subject__c = 'Prereq: Finance', Opportunity__c = opp.id, type__c = 'Automatic');  
            newApplicationList.add(acl);    
          }      
          if (opp.Academic_Plan__c == 'INTBS:MIB')      
          {      
            acl=new Application_Check_List__c(Subject__c = 'Prereq: Operations Mgmt. OR Statistics', Opportunity__c = opp.id, type__c = 'Automatic');    
             newApplicationList.add(acl);        
          }
          if (opp.Academic_Plan__c == 'HRMGT:MS')      
          {      
            acl=new Application_Check_List__c(Subject__c = 'Admission Interview', Opportunity__c = opp.id, type__c = 'Automatic');    
             newApplicationList.add(acl);        
          }
          if (opp.Academic_Plan__c == 'HRMGT:MS')      
          {      
            acl=new Application_Check_List__c(Subject__c = 'Critical Thinking Assessment', Opportunity__c = opp.id, type__c = 'Automatic');    
             newApplicationList.add(acl);        
          }                
      }
    }  
    system.debug('############################################### newApplicantionList: ' + newApplicationList);  
    if(newApplicationList <> null && trigger.isAfter) insert newApplicationList;        
}

. I have attached my code. Any help is appreciated.

Anthony Piaia
October 10, 2014
Like
0

4 replies

after insert, after update triggers

Hello, I need some help with a couple triggers i'm having issues with. I am somewhat new to triggers and i created and After update trigger that inserts a list when an opportunity is updated if the list = 0. The problem i'm having is that another trigger might be causing my trigger some issues. We have a database feeding into salesforce using a boomi process and accounts are not being updated or failing because of the 2 triggers. Below is the error:

SF_ERROR: CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY
OBJ: Applicant__c - ApplicantDataWriting: execution of AfterUpdate

caused by: System.DmlException: Update failed. First exception on row 0 with id 006F000000JBTpEIAX; first error: CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY, applicationchecklistUpdate: execution of AfterUpdate

caused by: System.DmlException: Insert failed. First exception on row 0 with id a0sF0000003fQgQIAU; first error: INVALID_FIELD_FOR_INSERT_UPDATE, cannot specify Id in an insert call: [Id]

Trigger.applicationchecklistUpdate: line 202, column 1: []

Trigger.ApplicantDataWriting: line 266, column 1

My trigger is an after update trigger which inserts a list an an object if it's = to 0 and the other triger is an after insert, after update trigger which converts leads to opportunities, updates accounts, opportunities and create new opportunities based on a boomi process we have which feeds from our database to boomi.

I did not have room to post the code but i can after i sumit the question.

Any help is appreciated.

Anthony Piaia
October 09, 2014
Like
0

6 replies

I need a trigger that will create check list records automatically depending on the picklist value of an opportunity when the opportunity is created?

I have created an object named Application_Check_List__c which should create a record automatically based on the value i have in an opportunity picklist (Program_of_Study__c). Within the Application Check list object i created a Master detail relationship with Opportunity.

What i am looking to do is when an opportunity is created we have a picklist which has the program of study and based on the program of study their are a list of items that should be created under the Application checklist object.

Example:

If Program of study MSHRM

Insert checklist item 1
insert checklist item 2
insert checklist item 3

If program of study BBA online

Insert checklist item 1
insert checklist item 2 etc.

Please help as i am new to Apex Triggers

Anthony Piaia
September 02, 2014
Like
0

2 replies

Does anyone have sample code on how to write an Apex Trigger in order to update all Standard Picklist field values from a custom picklist

I am new to triggers and have never written in Apex, can anyone point me in the write direction or does anyone have sample code in order to update a standard picklist field with all the values from a custom picklist field, i've read that this is they way to go in order to update a standard picklist with a custom picklist. I attempted to do this with a worklow in order to do a field update but i am only able to select one of the picklist values and i need to pass all the values.

Please help!!! Thank you

Anthony Piaia
August 08, 2014
Like
0

2 replies

how to setup sites for portals?

Anthony Piaia
August 02, 2017
Like
0

4 replies

after insert, after update triggers

Anthony Piaia
October 09, 2014
Like
0

6 replies

I need a trigger that will create check list records automatically depending on the picklist value of an opportunity when the opportunity is created?

Anthony Piaia
September 02, 2014
Like
0

2 replies

Does anyone have sample code on how to write an Apex Trigger in order to update all Standard Picklist field values from a custom picklist

Anthony Piaia
August 08, 2014
Like
0