Hello,

When a create button is clicked on Quote, i want to populate some fields with some predifined values, how is it possible to do so ?
I have some lookup, and text fields to populate

Is it possible to do it in trigger ?

thanks for suggestion

Please help with the test class code coverage : I have only 74%.

public with sharing class TC_AttachmentTriggerHelper {
    public static void after (List<Attachment> triggerList) {
        Set<Id> oppIds = new Set<Id>();
        Set<Id> cSignIds = new Set<Id>();
        Set<Id> sign2Ids = new Set<Id>();
        Set<Id> allSignIds = new Set<Id>();
        Set<Id> ccgIds = new Set<Id>();
        List<Opportunity> oppList = new List<Opportunity>();
        Map<id,Opportunity> oppMap = new Map<id,Opportunity>();  
                
        //get all oppIds
        for (Attachment att: triggerList ) {
            if(att.ParentId.getSObjectType().getDescribe().getName() == 'Opportunity'){
                oppIds.add(att.ParentId);
            }
        }
                
        //query all Attachments for all opps
        List<Attachment> all = [SELECT Id, Name, ParentId FROM Attachment WHERE ParentId IN :oppIds];
        
        for (Attachment att: all ) {
            if(att.ParentId.getSObjectType().getDescribe().getName() == 'Opportunity'){
                system.debug('CCG 1----->');
                if(att.Name.contains('-CSign')){
                    cSignIds.add(att.ParentId);
                }else if(att.Name.contains('-Sign2')){
                    sign2Ids.add(att.ParentId);
                }else if(att.Name.contains('-AllSign')){
                    allSignIds.add(att.ParentId);
                }else if(att.Name.contains('CCG')){
                    ccgIds.add(att.ParentId);
                }else if(att.Name.contains('1 CCG')){                    
                    oppList.add(new Opportunity(id=att.ParentId,CCG__c = '1'));
                    oppMap.putall(oppList); 
                }else if(att.Name.contains('2 CCG')){                    
                    oppList.add(new Opportunity(id=att.ParentId,CCG__c = '2'));
                    oppMap.putall(oppList); 
                }else if(att.Name.contains('3 CCG')){                    
                    oppList.add(new Opportunity(id=att.ParentId,CCG__c = '3'));
                    oppMap.putall(oppList); 
                }else if(att.Name.contains('4 CCG')){                    
                    oppList.add(new Opportunity(id=att.ParentId,CCG__c = '4'));
                    oppMap.putall(oppList); 
                }else if(att.Name.contains('5 CCG')){                    
                    oppList.add(new Opportunity(id=att.ParentId,CCG__c = '5'));
                    oppMap.putall(oppList); 
                }else if(att.Name.contains('6 CCG')){                    
                    oppList.add(new Opportunity(id=att.ParentId,CCG__c = '6'));
                    oppMap.putall(oppList); 
                }                            
            }
        }
        
 
        if(oppIds.size() > 0){
            List<Opportunity> opps = [SELECT Id, CSign__c FROM Opportunity WHERE Id IN:oppIds];
            
            for(Opportunity opp : opps){ 
                              
                opp.CSign__c = cSignIds.contains(opp.Id) ? TRUE : FALSE;  
                opp.sign2__c = sign2Ids.contains(opp.Id) ? TRUE : FALSE;  
                opp.allSign__c = allSignIds.contains(opp.Id) ? TRUE : FALSE;       
                if(!ccgIds.contains(opp.Id)){
                opp.CCG__c = ' ';
                }                  
            }
            
            update opps;
        }
               
         if(oppMap.size()>0){
         update oppMap.values();
         }          
    }    
}

@isTest
public class TC_AttachmentTest {
    @isTest
    static void testGenerateRecords() {
        Opportunity opp = new Opportunity();
        opp.StageName = 'test';
        opp.Name = 'test';
        opp.CCG__c = '';
        opp.CloseDate = Date.today();
        
        insert opp;
        
        
        Attachment att = new Attachment();
        att.ParentId = opp.Id;
        att.Name = 'foo-CSign.pdf';
        att.Body = Blob.valueOf('xxxx');
        
        insert att;
        
        att.Name = 'foo.pdf';
        update att;
        
        att.Name = 'CCG.pdf';
        update att;
        
        att.Name = '-Sign2.pdf';
        update att;
        
        att.Name = '-AllSign.pdf';
        update att;
        
        att.Name = '1 CCG.pdf';
        update att;        
        opp.CCG__c = '1';
        update opp;
        
    }

}

public with sharing class Prefundscreen{

    public String oppId{get;set;}    
    public List<Prefund__c> prefundList{get;set;}
    public List<Vendor__c> vendorList{get;set;}  
    public List<Vendor__c> ppvendorList{get;set;}  
    public List<Opportunity> oppList{get;set;}  
    public List<Opportunity> oppList2{get;set;}  
    public List<Task> taskList{get;set;}  
    public List<Approved_Location__c> locList{get;set;}  
    public List<Invoice__c> invoiceList{get;set;} 
    
    public Prefundscreen(){
    prefundList = new List<Prefund__c>();
    vendorList = new List<Vendor__c>();
    ppvendorList = new List<Vendor__c>();
    taskList = new List<Task>();  
    oppList = new List<Opportunity>();
    oppList2 = new List<Opportunity>();
    locList = new List<Approved_Location__c>();
    invoiceList = new List<Invoice__c>();
    oppId = ApexPages.currentpage().getParameters().get('id');
        
         
    if(oppId != null)
    prefundList = [select id,Name,Prefund_Amount__c,Prefund_Date__c from Prefund__c where OppPrefund__c = : oppId ];
        
    if(oppId != null)
    oppList = [select id,Name,Legal_Company_Name_Look__c,Contract_Manager__c,Contract_Manager_Name__c,Equipment_Description__c,Anticipated_Equipment_Delivery_Date__c,Equipment_Delivery_Timeline__c,CloseDate,Prefund_Eligible__c,UCC_1_Recorded__c,Lien_Search_Required__c,Insurance_Received__c,Lien_Search_Complete__c,Debt_Source_FF__c,Credit_Stips_Cleared__c,Schedule_Number__c,Debt_Source_lookup__c,Document_Type__c,Debt_Source__c,Expiration_Date__c,Approval_Amount__c,Equipment_Totals__c,Equipment_Cost__c from Opportunity where id= : oppId];
        
    if(oppId != null)
    oppList2 = [select id,Name,Legal_Company_Name_Look__c,Prefund_Eligible_PF__c,Prefund_Elgible__c,Contract_Manager__c,Contract_Manager_Name__c,Equipment_Description__c,Anticipated_Equipment_Delivery_Date__c,Equipment_Delivery_Timeline__c,CloseDate,Prefund_Eligible__c,UCC_1_Recorded__c,Lien_Search_Required__c,Insurance_Received__c,Lien_Search_Complete__c,Debt_Source_FF__c,Credit_Stips_Cleared__c,Schedule_Number__c,Debt_Source_lookup__c,Document_Type__c,Debt_Source__c,Expiration_Date__c,Approval_Amount__c from Opportunity 
    where Prefund_Eligible_PF__c =true and id= : oppId];
        
    if(oppId != null){
    locList=[select id,Name,Location_Code__c,Address1__c,City__c,State__c,Approved__c  from Approved_Location__c where Approved__c = true and Application__c = : oppId ];
    vendorList = [select id,Vendor_Name__c,Prefund_Credit_Approved__c,Account_Name__c,Prefund_Letter__c,Vendor_Account_Id__c,Prefund_Eligible__c,Regents_Approval_Status__c,Vendor_W9_Received_Date__c,Vendor_Payment_Instructions_Validated__c,Validation_Date__c from Vendor__c where Prefund_Credit_Approved__c = TRUE and Opportunity__c=: oppId];
    ppvendorList = [select id,Vendor_Name__c,Prefund_Credit_Approved__c,Account_Name__c,Prefund_Letter__c,Vendor_Account_Id__c,Prefund_Eligible__c,Regents_Approval_Status__c,Vendor_W9_Received_Date__c,Vendor_Payment_Instructions_Validated__c,Validation_Date__c from Vendor__c where Prefund_Eligible__c = TRUE and Opportunity__c=: oppId];
    invoiceList = [select id,Vendor_Name__c,Name,Invoice_Number__c,Invoice_Total_Amount__c,InvoiceStatus__c from Invoice__c where OppInvoice__c = : oppId];
    }
        
    for (Opportunity opp : oppList ){ 
    if(opp.Equipment_Cost__c >= 500000.00 || opp.Equipment_Totals__c >= 500000.00 || opp.CloseDate > opp.Expiration_Date__c || opp.Anticipated_Equipment_Delivery_Date__c > opp.Expiration_Date__c){              
    //taskList.add(new Task(whatid=opp.id,Subject='Progress Payment Decision',status='Open',Task_Owner_Name1__c=opp.Contract_Manager_Name__c,ownerid=opp.Contract_Manager__c,President_Credit_Decision_Required__c=true,ActivityDate=system.today()));      
    taskList.add(new Task(whatid=opp.id,Subject='Progress Payment Decision',status='Open',President_Credit_Decision_Required__c=true,ActivityDate=system.today()));      
    }else{
    //taskList.add(new Task(whatid=opp.id,Subject='Progress Payment Decision',status='Open',Task_Owner_Name1__c=opp.Contract_Manager_Name__c,ownerid=opp.Contract_Manager__c,ActivityDate=system.today()));      
    taskList.add(new Task(whatid=opp.id,Subject='Progress Payment Decision',status='Open',ActivityDate=system.today()));      
    }
    }    
    }
    
    public void saveVendors(){
    update vendorList;            
    ApexPages.addmessage(new ApexPages.message(ApexPages.severity.INFO,'Vendor Information Saved Successfully'));
    }
        
    public void createTask(){ 
    
    
    update oppList; 
       
    List<Opportunity> oppList2 = [select id,name,Legal_Company_Name_Look__c,Owner_Email__c,Owner_Full_Name__c,Contract_Manager_Email__c,Contract_Manager__c,Contract_Manager_Name__c,Equipment_Description__c,Equipment_Delivery_Timeline__c,Anticipated_Equipment_Delivery_Date__c,CloseDate,Equipment_Cost__c,Equipment_Totals__c,Credit_Analyst_Email_ID__c,Manager_Email__c,Expiration_Date__c  from Opportunity where id in:oppList];
      
    List<Messaging.SingleEmailMessage> mails = new list<Messaging.SingleEmailMessage>();     
    
    
    
    
  
    for(Opportunity oppt :oppList2){
    for(Task openTask :taskList){
    openTask.Equipment_Totals__c=oppt.Equipment_Totals__c;
    openTask.Equipment_Cost__c=oppt.Equipment_Cost__c;
    openTask.Close_Date__c=oppt.CloseDate;
    openTask.Anticipated_Equipment_Delivery_Date__c=oppt.Anticipated_Equipment_Delivery_Date__c;
    openTask.Expiration_Date__c=oppt.Expiration_Date__c;
    openTask.Opp_Owner_Email__c=oppt.Owner_Email__c;
    openTask.Opp_Owner_Mgr_Email__c=oppt.Manager_Email__c;
    openTask.Credit_Analyst_Email__c=oppt.Credit_Analyst_Email_ID__c;
    
    if(openTask.Funder_List__c=='Funder1'){
    openTask.Contract_Manager_Email__c='Funder1@test.com.invalid';       
    openTask.ownerid=Label.Funder1_ID;
    }else if(openTask.Funder_List__c=='Funder2'){
    openTask.Contract_Manager_Email__c='Funder2@test.com.invalid';    
    openTask.ownerid=Label.Funder2_ID;
    }else if(openTask.Funder_List__c=='Funder3'){    
    openTask.Contract_Manager_Email__c='Funder3@test.com.invalid';    
    openTask.ownerid=Label.Funder3_ID;
    }else{
    openTask.Contract_Manager_Email__c=oppt.Contract_Manager_Email__c;
    
    }
    insert taskList;
        
    Messaging.SingleEmailMessage mail = new Messaging.SingleEmailMessage();   
    String[] toAddresses = new String[] {openTask.Contract_Manager_Email__c};    
    String[] CcAddresses = new String[] {oppt.Credit_Analyst_Email_ID__c,oppt.Manager_Email__c,oppt.Owner_Email__c};   
    
    String openTaskUrl = URL.getSalesforceBaseUrl().toExternalForm()+'/'+openTask.Id;
    String oppUrl = URL.getSalesforceBaseUrl().toExternalForm()+'/'+oppt.Id;
    
    mail.setToAddresses(toAddresses);   
    
    if(oppt.Equipment_Cost__c >= 500000.00 || oppt.Equipment_Totals__c >= 500000.00){
    mail.setCcAddresses(CcAddresses);    
    mail.setSubject('Progress Payment Decision Request - President/Credit Approval required - $500K +');    
    openTask.President_Credit_Decision_Required__c=TRUE;
    ApexPages.addmessage(new ApexPages.message(ApexPages.severity.INFO,'President/Credit approval required - $500K+, Task assigned to contract manager succesfully'));
    
    string body1 = 'Hi ' +openTask.Funder_List__c+ ', ';
    body1 += '<br><br> The following Progress Payment Decision open task has been assigned to you.';   
    body1 += '</br></br> <b><h1><font style="color:red"> President/Credit Approval required - $500K+ </font></h1></b>' ;
            
    body1 += 'Legal Company Name : ' +oppt.Legal_Company_Name_Look__c+ ' ';
    body1 += '</br></br> Equipment Totals: $' +oppt.Equipment_Totals__c + ' '; 
    
    body1 += '</br></br> Please review for approval and indicate your decision here:';
    body1 += '</br></br> Open task URL : ' +openTaskUrl+ ' ';     
    
    body1 += '</br></br></br><b> Additional Detail: </b>';       
    body1 += '</br></br> Opportunity URL : ' +oppUrl+ ' ';       
    body1 += '</br></br> Equipment Description : ' +oppt.Equipment_Description__c+ ' '; 
    body1 += '</br></br> Approval Expiration Date : ' +oppt.Expiration_Date__c.format()+ ' ';        
    body1 += '</br></br> Equipment Delivery Date: ' +oppt.Anticipated_Equipment_Delivery_Date__c.format() + ' '; 
    
    body1 += '</br></br></br></br> Equipment Delivery Timeline Notes: ' +oppt.Equipment_Delivery_Timeline__c+ ' '; 
    body1 += '</br></br> Funding Close Date : ' +oppt.CloseDate.format()+ ' '; 
    body1 += '</br></br></br></br> Vendors to Prefund : ' +openTask.Vendor_Name__c+ ' ';
    body1 += '</br></br> Corresponding Invoice Numbers : ' +openTask.Invoice_Number__c+ ' '; 
    body1 += '</br></br> Total $$ Amount to Prefund : $' +openTask.Amount__c+ ' '; 
    body1 += '</br></br> Rep Comments : ' +openTask.description+ ' ';
    body1 += '</br></br> Will additional prefunds be needed? : ' +openTask.Will_additional_prefunds_be_needed__c+ ' ';            
    body1 += '<br><br> Thanks,';
    body1 +=  '<br> '+oppt.Owner_Full_Name__c+ '.' ; 
    mail.setHtmlBody(body1);
    
    }else if(oppt.Anticipated_Equipment_Delivery_Date__c > oppt.Expiration_Date__c){
    mail.setCcAddresses(CcAddresses);    
    mail.setSubject('Progress Payment Decision Request - President/Credit Approval required - Delivery Date vs Approval Exp');    
    openTask.President_Credit_Decision_Required__c=TRUE;
    ApexPages.addmessage(new ApexPages.message(ApexPages.severity.INFO,'President/Credit approval required - Delivery Date vs Approval Exp , Task assigned to contract manager succesfully'));
    
    string body2 = 'Hi ' +openTask.Funder_List__c+ ', ';
    body2 += '<br><br> The following Progress Payment Decision open task has been assigned to you.';   
    body2 += '<br><br><b><h1><font style="color:red"> Delivery Date vs. Approval Exp </font></h1></b>';    
    body2 += '</br></br> Legal Company Name : ' +oppt.Legal_Company_Name_Look__c+ ' ';    
    body2 += '</br></br> The equipment is expected to deliver on ' +oppt.Anticipated_Equipment_Delivery_Date__c.format()+ ' however the approval is set to expire ' +oppt.Expiration_Date__c.format()+ ' ';      
    body2 += '</br></br> Please review for approval and indicate your decision here:';
    body2 += '</br></br> Open task URL : ' +openTaskUrl+ ' ';  
    
    body2 += '</br></br></br><b> Additional Detail: </b>';           
    body2 += '</br></br> Opportunity URL : ' +oppUrl+ ' ';   
    
    body2 += '</br></br> Equipment Description : ' +oppt.Equipment_Description__c+ ' '; 
    body2 += '</br></br> Equipment Totals: $' +oppt.Equipment_Totals__c + ' '; 
    body2 += '</br></br> Approval Expiration Date : ' +oppt.Expiration_Date__c.format()+ ' '; 
    body2 += '</br></br> Equipment Delivery Date: ' +oppt.Anticipated_Equipment_Delivery_Date__c.format() + ' '; 
    
    body2 += '</br></br></br></br> Equipment Delivery Timeline Notes: ' +oppt.Equipment_Delivery_Timeline__c+ ' ';
    body2 += '</br></br> Funding Close Date : ' +oppt.CloseDate.format()+ ' ';      
            
    body2 += '</br></br></br></br> Vendors to Prefund : ' +openTask.Vendor_Name__c+ ' ';
    body2 += '</br></br> Corresponding Invoice Numbers : ' +openTask.Invoice_Number__c+ ' '; 
    body2 += '</br></br> Total $$ Amount to Prefund : $' +openTask.Amount__c+ ' ';      
    body2 += '</br></br> Rep Comments : ' +openTask.description+ ' ';      
    body2 += '</br></br> Will additional prefunds be needed? : ' +openTask.Will_additional_prefunds_be_needed__c+ ' ';            
    body2 += '<br><br> Thanks,';
    body2 +=  '<br> '+oppt.Owner_Full_Name__c+ '.' ;
    mail.setHtmlBody(body2);   
    
    }else if(oppt.CloseDate > oppt.Expiration_Date__c){
    mail.setCcAddresses(CcAddresses);    
    mail.setSubject('Progress Payment Decision Request - President/Credit Approval required - Close Date vs Approval Exp');    
    openTask.President_Credit_Decision_Required__c=TRUE;
    ApexPages.addmessage(new ApexPages.message(ApexPages.severity.INFO,'President/Credit approval required - Close Date vs Approval Exp , Task assigned to contract manager succesfully'));
       
    string body3 = 'Hi ' +openTask.Funder_List__c+ ', ';
    body3 += '<br><br> The following Progress Payment Decision open task has been assigned to you.';   
    body3 += '<br><br><b><h1><font style="color:red"> Close Date vs. Approval Exp </font></h1></b>';  
    body3 += '</br></br> Legal Company Name : ' +oppt.Legal_Company_Name_Look__c+ ' ';
    body3 += '</br></br> This schedule is expected to fund on ' +oppt.CloseDate.format()+ ' however the approval is set to expire ' +oppt.Expiration_Date__c.format()+ ' ';  
    body3 += '</br></br> Please review for approval and indicate your decision here:';
    body3 += '</br></br> Open task URL : ' +openTaskUrl+ ' ';  
    
    body3 += '</br></br></br><b> Additional Detail: </b>';    
    body3 += '</br></br> Opportunity URL : ' +oppUrl+ ' ';   
    
    body3 += '</br></br> Equipment Description : ' +oppt.Equipment_Description__c+ ' '; 
    body3 += '</br></br> Equipment Totals: $' +oppt.Equipment_Totals__c + ' '; 
    body3 += '</br></br> Approval Expiration Date : ' +oppt.Expiration_Date__c.format()+ ' '; 
    body3 += '</br></br> Equipment Delivery Date: ' +oppt.Anticipated_Equipment_Delivery_Date__c.format() + ' '; 
    
    body3 += '</br></br></br></br> Equipment Delivery Timeline Notes: ' +oppt.Equipment_Delivery_Timeline__c+ ' ';
    body3 += '</br></br> Funding Close Date : ' +oppt.CloseDate.format()+ ' ';    
    
    body3 += '</br></br></br></br> Vendors to Prefund : ' +openTask.Vendor_Name__c+ ' ';
    body3 += '</br></br> Corresponding Invoice Numbers : ' +openTask.Invoice_Number__c+ ' '; 
    body3 += '</br></br> Total $$ Amount to Prefund : $' +openTask.Amount__c+ ' ';     
    body3 += '</br></br> Rep Comments : ' +openTask.description+ ' ';        
    body3 += '</br></br> Will additional prefunds be needed? : ' +openTask.Will_additional_prefunds_be_needed__c+ ' ';            
    body3 += '<Br><Br> Thanks,';
    body3 +=  '<Br> '+oppt.Owner_Full_Name__c+ '.' ;
    mail.setHtmlBody(body3);
    
    }else{
    mail.setCcAddresses(new string[] {oppt.Manager_Email__c,oppt.Owner_Email__c});    
    mail.setSubject('Progress Payment Decision Request');    
    ApexPages.addmessage(new ApexPages.message(ApexPages.severity.INFO,'Task created and assigned to contract manager successfully'));
       
    string body4 = 'Hi ' +openTask.Funder_List__c+ ', ';
    body4 += '<br><br> The following Progress Payment Decision open task has been assigned to you.';              
    body4 += '</br></br> Open task URL : ' +openTaskUrl+ ' ';             
    body4 += '</br></br> Opportunity URL : ' +oppUrl+ ' ';   
    body4 += '</br></br> Legal Company Name : ' +oppt.Legal_Company_Name_Look__c+ ' ';
    body4 += '</br></br> Equipment Description : ' +oppt.Equipment_Description__c+ ' '; 
    body4 += '</br></br> Equipment Totals: $' +oppt.Equipment_Totals__c + ' '; 
    body4 += '</br></br> Equipment Delivery Date: ' +oppt.Anticipated_Equipment_Delivery_Date__c.format() + ' '; 
    body4 += '</br></br> Funding Close Date : ' +oppt.CloseDate.format()+ ' '; 
    body4 += '</br></br> Approval Expiration Date : ' +oppt.Expiration_Date__c.format()+ ' '; 
    body4 += '</br></br> Equipment Delivery Timeline Notes: ' +oppt.Equipment_Delivery_Timeline__c+ ' '; 
    body4 += '</br></br> Rep Comments : ' +openTask.description+ ' ';        
    body4 += '</br></br> Vendors to Prefund : ' +openTask.Vendor_Name__c+ ' ';
    body4 += '</br></br> Corresponding Invoice Numbers : ' +openTask.Invoice_Number__c+ ' '; 
    body4 += '</br></br> Total $$ Amount to Prefund : $' +openTask.Amount__c+ ' ';            
    body4 += '</br></br> Will additional prefunds be needed? : ' +openTask.Will_additional_prefunds_be_needed__c+ ' ';            
    body4 += '<Br><Br> Thanks,';
    body4 +=  '<Br> '+oppt.Owner_Full_Name__c+ '.' ;
    mail.setHtmlBody(body4);
    }
    mail.setBccAddresses(BccAddresses);
    //mail.setHtmlBody(body); 
    mails.add(mail);   
    
    
    }
        
    Messaging.sendEmail(mails);
    }    
    
    }
    
}

 

@isTest
public class PrefundscreenTest{

    public static testMethod void method1(){
        
        List<Opportunity> oppList =new List<Opportunity>();
        List<Task> taskList =new List<Task>();
         
        Account acc = new Account(name='test');
        insert acc;
        
        Contact con = new Contact(FirstName='test',LastName='test',AccountId=acc.id);
        insert con;
        
        Opportunity opp=new Opportunity(Name='opp test',Credit_Analyst__c='005G0000007b9Ss',AccountId=acc.id,StageName='Application Received',CloseDate=System.today(),Contract_Manager__c='005G00000089MnG',UCC_1_Recorded__c=system.today(),Lien_Search_Required__c=true,
        Insurance_Received__c=true,Lien_Search_Complete__c=system.today(),Debt_Source__c='Sumitomo Mitsui',Expiration_Date__c=system.today(),Approval_Amount__c = 120000.01,
        Equipment_Description__c='equip test',Anticipated_Equipment_Delivery_Date__c=system.today());
        insert opp;
                
        Prefund__c pf= new Prefund__c(OppPrefund__c = opp.id,Prefund_Amount__c=5000,Prefund_Date__c=system.today());
        insert pf;
        
        Approved_Location__c loc = new Approved_Location__c(Approved__c=true,Application__c=opp.id);
        insert loc;

        Test.setCurrentPage(Page.PrefundscreenVFP);    
        ApexPages.currentPage().getParameters().put('id',opp.id);
        
        Prefundscreen prefund= new Prefundscreen();
        prefund.createTask();          
        
        prefund.saveVendors(); 
        
    }
        public static testMethod void method2(){
        
        List<Opportunity> oppList1 =new List<Opportunity>();
        List<Task> taskList1 =new List<Task>();
        
        Account acc1 = new Account(name='test');
        insert acc1;
        
        Contact con1 = new Contact(FirstName='test',LastName='test',AccountId=acc1.id);
        insert con1;
        
        Opportunity opp1=new Opportunity(Name='opp test',Credit_Analyst__c='005G0000007b9Ss',AccountId=acc1.id,StageName='Application Received',CloseDate=System.today(),Contract_Manager__c='005G00000089MnG',UCC_1_Recorded__c=system.today(),Lien_Search_Required__c=true,
        Insurance_Received__c=true,Lien_Search_Complete__c=system.today(),Debt_Source__c='Sumitomo Mitsui',Expiration_Date__c=system.today(),Approval_Amount__c = 120000.01,
        Equipment_Description__c='equip test',Anticipated_Equipment_Delivery_Date__c=system.today(),Equipment_Cost__c=750000);
        insert opp1;
                
        Prefund__c pf1= new Prefund__c(OppPrefund__c = opp1.id,Prefund_Amount__c=5000,Prefund_Date__c=system.today());
        insert pf1;
        
        Approved_Location__c loc1 = new Approved_Location__c(Approved__c=true,Application__c=opp1.id);
        insert loc1;
              
        Test.setCurrentPage(Page.PrefundscreenVFP);    
        ApexPages.currentPage().getParameters().put('id',opp1.id);
        
        Prefundscreen prefund= new Prefundscreen();
        prefund.createTask();   
        prefund.saveVendors(); 
    }
    
        public static testMethod void method3(){
        
        List<Opportunity> oppList2 =new List<Opportunity>();
        List<Task> taskList2 =new List<Task>();
        
        Account acc2 = new Account(name='test');
        insert acc2;
        
        Contact con2 = new Contact(FirstName='test',LastName='test',AccountId=acc2.id);
        insert con2;
        
        Opportunity opp2=new Opportunity(Name='opp test',Credit_Analyst__c='005G0000007b9Ss',AccountId=acc2.id,StageName='Application Received',CloseDate=System.today(),Contract_Manager__c='005G00000089MnB',UCC_1_Recorded__c=system.today(),Lien_Search_Required__c=true,
        Insurance_Received__c=true,Lien_Search_Complete__c=system.today(),Debt_Source__c='Sumitomo Mitsui',Expiration_Date__c=system.today(),Approval_Amount__c = 120000.01,
        Equipment_Description__c='equip test',Anticipated_Equipment_Delivery_Date__c=system.today()+3,Equipment_Cost__c=7500);
        insert opp2;
                
        Prefund__c pf2= new Prefund__c(OppPrefund__c = opp2.id,Prefund_Amount__c=5000,Prefund_Date__c=system.today());
        insert pf2;
        
        Approved_Location__c loc2 = new Approved_Location__c(Approved__c=true,Application__c=opp2.id);
        insert loc2;
       
        Test.setCurrentPage(Page.PrefundscreenVFP);    
        ApexPages.currentPage().getParameters().put('id',opp2.id);
        
        Prefundscreen prefund= new Prefundscreen();
        prefund.createTask();   
        prefund.saveVendors(); 
    }
        public static testMethod void method4(){
        
        List<Opportunity> oppList3 =new List<Opportunity>();
        List<Task> taskList3 =new List<Task>();
        
        Account acc3 = new Account(name='test');
        insert acc3;
        
        Contact con3 = new Contact(FirstName='test',LastName='test',AccountId=acc3.id);
        insert con3;
        
        Opportunity opp3=new Opportunity(Name='opp test',Credit_Analyst__c='005G0000007b9Ss',AccountId=acc3.id,StageName='Application Received',CloseDate=System.today()+3,Contract_Manager__c='0050f000009JnAZ',UCC_1_Recorded__c=system.today(),Lien_Search_Required__c=true,
        Insurance_Received__c=true,Lien_Search_Complete__c=system.today(),Debt_Source__c='Sumitomo Mitsui',Expiration_Date__c=system.today(),Approval_Amount__c = 120000.01,
        Equipment_Description__c='equip test',Anticipated_Equipment_Delivery_Date__c=system.today(),Equipment_Cost__c=7500);
        insert opp3;
               
        Prefund__c pf3= new Prefund__c(OppPrefund__c = opp3.id,Prefund_Amount__c=5000,Prefund_Date__c=system.today());
        insert pf3;
        
        Approved_Location__c loc3 = new Approved_Location__c(Approved__c=true,Application__c=opp3.id);
        insert loc3;

        Test.setCurrentPage(Page.PrefundscreenVFP);    
        ApexPages.currentPage().getParameters().put('id',opp3.id);
        
        Prefundscreen prefund= new Prefundscreen();
        prefund.createTask();   
        prefund.saveVendors(); 
    }
    
        
    
    }

 

is it possible to create table like below on the task description text area?

public with sharing class Prefundscreen{

    public String oppId{get;set;}
    //public String accId{get;set;}
    //public String vaccName{get;set;}
    public List<Prefund__c> prefundList{get;set;}
    public List<Vendor__c> vendorList{get;set;}  
    public List<Opportunity> oppList{get;set;}  
    public List<Task> taskList{get;set;}  
    public List<Approved_Location__c> locList{get;set;}  
    public List<Invoice__c> invoiceList{get;set;} 
    
    public Prefundscreen(){
        prefundList = new List<Prefund__c>();
        vendorList = new List<Vendor__c>();
        taskList = new List<Task>();  
        oppList = new List<Opportunity>();
        locList = new List<Approved_Location__c>();
        invoiceList = new List<Invoice__c>();
        oppId = ApexPages.currentpage().getParameters().get('id');
        
         
        if(oppId != null)
        prefundList = [select id,Name,Prefund_Amount__c,Prefund_Date__c from Prefund__c where OppPrefund__c = : oppId ];
        
        if(oppId != null)
        oppList = [select id,Name,Contract_Manager__c,Contract_Manager_Name__c,Equipment_Description__c,Anticipated_Equipment_Delivery_Date__c,Equipment_Delivery_Timeline__c,CloseDate,Prefund_Eligible__c,UCC_1_Recorded__c,Lien_Search_Required__c,Insurance_Received__c,Lien_Search_Complete__c,Debt_Source_FF__c,Credit_Stips_Cleared__c,Schedule_Number__c,Debt_Source_lookup__c,Document_Type__c,Debt_Source__c,Expiration_Date__c,Approval_Amount__c from Opportunity where id= : oppId];
        
        if(oppId!=null)      
         locList=[select id,Name,Location_Code__c,Address1__c,City__c,State__c,Approved__c  from Approved_Location__c where Approved__c = true and Application__c = : oppId ];
                
        if(oppId!=null)      
         vendorList = [select id,Vendor_Name__c,Account_Name__c,Vendor_Prefund_Letter__c,Vendor_Account_Id__c,Prefund_Eligible__c,Regents_Approval_Status__c,Vendor_W9_Received_Date__c,Vendor_Payment_Instructions_Validated__c,Validation_Date__c from Vendor__c where Prefund_Eligible__c=true];
        
        if(oppId!=null)
          invoiceList = [select id,Vendor_Name__c,Name,Invoice_Number__c,Invoice_Total_Amount__c,InvoiceStatus__c from Invoice__c where OppInvoice__c = : oppId];
        
        for (Opportunity opp : oppList ){              
          taskList.add(new Task(whatid=opp.id,Subject='Prefund-Decision',status='Open',Task_Owner_Name1__c=opp.Contract_Manager_Name__c,ownerid=opp.Contract_Manager__c,ActivityDate=system.today()));         
        }
       
    }
    
    public void saveVendors(){
            update vendorList;            
            ApexPages.addmessage(new ApexPages.message(ApexPages.severity.INFO,'Vendor Information Saved Successfully'));
        }
        
    public void createTask(){ 
                
            upsert taskList;  
            update oppList;        
            ApexPages.addmessage(new ApexPages.message(ApexPages.severity.INFO,'Task created and assigned to Contract Manager successfully'));
            List<Opportunity> oppList2 = [select id,name,Owner_Email__c,Owner_Full_Name__c,Contract_Manager_Email__c,Contract_Manager__c,Contract_Manager_Name__c,Equipment_Description__c,Equipment_Delivery_Timeline__c,Anticipated_Equipment_Delivery_Date__c,CloseDate from Opportunity where id in:oppList];
       List<Messaging.SingleEmailMessage> mails = new list<Messaging.SingleEmailMessage>();     
       
       for(Opportunity oppt :oppList2)
       {
       for(Task openTask :taskList)
       {
                                 
           Messaging.SingleEmailMessage mail = new Messaging.SingleEmailMessage();
           String[] toAddresses = new String[] {oppt.Contract_Manager_Email__c};
           String[] CcAddresses = new String[] {oppt.Owner_Email__c};
           String[] BccAddresses = new String[] {'priyas@regentscapital.com'};
           String openTaskUrl = URL.getSalesforceBaseUrl().toExternalForm()+'/'+openTask.Id;
           String oppUrl = URL.getSalesforceBaseUrl().toExternalForm()+'/'+oppt.Id;
           system.debug('---> toaddress'+toAddresses);
           string body = 'Hi ' +oppt.Contract_Manager_Name__c+ ', ';
           body += '<br><br> The following Prefund Decision open task has been assigned to you.';           
           body += '</br></br> Open task URL : ' +openTaskUrl+ ' ';             
           body += '</br></br> Opportunity URL : ' +oppUrl+ ' ';           
           body += '</br></br> Equipment Description : ' +oppt.Equipment_Description__c+ ' '; 
           body += '</br></br> Equipment Delivery Date: ' +oppt.Anticipated_Equipment_Delivery_Date__c + ' '; 
           body += '</br></br> Funding Close Date : ' +oppt.CloseDate+ ' '; 
           body += '</br></br> Equipment Delivery Timeline Notes: ' +oppt.Equipment_Delivery_Timeline__c+ ' '; 
           body += '</br></br> Rep Comments : ' +openTask.description+ ' ';        
           body += '<Br><Br> Thanks,';
           body +=  '<Br> '+oppt.Owner_Full_Name__c+ '.' ; 
           mail.setSubject('Prefund Decision Open Task');
           mail.setToAddresses(toAddresses);
           mail.setCcAddresses(CcAddresses);
           mail.setBccAddresses(BccAddresses);
           mail.setHtmlBody(body); 
           mails.add(mail);
           
        }
        }
            Messaging.sendEmail(mails);
        }
}

Test Class Code Coverage is only 58%. Highlighted code above is  not covered in test class

 

@isTest
public class PrefundscreenTest{

    public static testMethod void method1(){
        
        List<Opportunity> oppList =new List<Opportunity>();
        List<Task> taskList =new List<Task>();
        
        Account acc = new Account(name='test');
        insert acc;
        
        Contact con = new Contact(FirstName='test',LastName='test',AccountId=acc.id);
        insert con;
        
        Opportunity opp=new Opportunity(Name='opp test',AccountId=acc.id,StageName='Application Received',CloseDate=System.today(),Contract_Manager__c='005G00000089MnG',UCC_1_Recorded__c=system.today(),Lien_Search_Required__c=true,
        Insurance_Received__c=true,Lien_Search_Complete__c=system.today(),Debt_Source__c='Sumitomo Mitsui',Expiration_Date__c=system.today(),Approval_Amount__c = 120000.01);
        insert opp;
        oppList.add(opp);    
        //insert oppList;
        
        Prefund__c pf= new Prefund__c(OppPrefund__c = opp.id,Prefund_Amount__c=5000,Prefund_Date__c=system.today());
        insert pf;
        
        ApexPages.currentpage().getparameters().put('id',acc.id);
        Prefundscreen prefund= new Prefundscreen();
        prefund.saveVendors();  
        
        for(Opportunity opp1:oppList){
        task tsk = new task(whatid=opp1.id,Subject='Prefund-Decision',status='Open',ownerid=opp1.Contract_Manager__c,Task_Owner_Name1__c='Lauren Barteske',description='prefund decision',ActivityDate=system.today());      
        system.debug('--->tsk'+tsk);
        taskList.add(tsk);
        }
        
        insert taskList;
        
        List<Opportunity> oppList2 = [select id,name,Owner_Email__c,Owner_Full_Name__c,Contract_Manager_Email__c,Contract_Manager__c,Contract_Manager_Name__c,Equipment_Description__c,Equipment_Delivery_Timeline__c,Anticipated_Equipment_Delivery_Date__c,CloseDate from Opportunity where id in:oppList];
         
        prefund.createTask();
    }
    }

 

Hello,

i have this report snapshot - for same user in 2 different rows 

i want the values in one row to show in report - is this possible?

I want to have global search option on campaign member custom field (funding code). I dont search search layout option as well.

Any workaround for this?

Hello Everyone,
My requirement is to integrate salesforce with third party lead generator (Lending Tree). They provide leads in JSON format. 
I am looking for approaches to push JSON format leads from lending tree into salesforce.

 

Hello Everyone!
How do i write test class for the trigger below. 

Trigger AccountEventTrigger on Event (Before Insert) {
    
/******************************************************************************
It controlls the creation of Events from accounts which are yet to be approved.
*******************************************************************************/
    list<Id> accountIds = new list<Id>();
    Map<Id,Account> accMap = new Map<Id,Account>();
    for(Event Event: Trigger.new){
        if(Event.whatId != null && String.valueof(Event.whatId).startsWith('001'))
            accountIds.add(Event.whatId);
    }
    if(!accountIds.isEmpty()){
        for(Account acc : [select id,Submitted_for_Approval__c from Account where id in : accountIds]){
            accMap.put(acc.id,acc);
        }   
        for(Event Event: Trigger.New){
            if(Event.whatId != null && accMap.containsKey(Event.whatId) && accMap.get(Event.whatId).Submitted_for_Approval__c!= false)
                Event.addError('New Event Cannot be Created');
        }
    } 
}

Hello Folks,

Our company has recently migrated to salesforce crm. we are in need to integrate our Marketo (using for 6+ years) with salesforce.

should we consult marketo consultants or just follow steps http://docs.marketo.com/pages/releaseview.action?pageId=2360372
 

public with sharing class Prefundscreen{

    public String oppId{get;set;}    
    public List<Prefund__c> prefundList{get;set;}
    public List<Vendor__c> vendorList{get;set;}  
    public List<Vendor__c> ppvendorList{get;set;}  
    public List<Opportunity> oppList{get;set;}  
    public List<Opportunity> oppList2{get;set;}  
    public List<Task> taskList{get;set;}  
    public List<Approved_Location__c> locList{get;set;}  
    public List<Invoice__c> invoiceList{get;set;} 
    
    public Prefundscreen(){
    prefundList = new List<Prefund__c>();
    vendorList = new List<Vendor__c>();
    ppvendorList = new List<Vendor__c>();
    taskList = new List<Task>();  
    oppList = new List<Opportunity>();
    oppList2 = new List<Opportunity>();
    locList = new List<Approved_Location__c>();
    invoiceList = new List<Invoice__c>();
    oppId = ApexPages.currentpage().getParameters().get('id');
        
         
    if(oppId != null)
    prefundList = [select id,Name,Prefund_Amount__c,Prefund_Date__c from Prefund__c where OppPrefund__c = : oppId ];
        
    if(oppId != null)
    oppList = [select id,Name,Legal_Company_Name_Look__c,Contract_Manager__c,Contract_Manager_Name__c,Equipment_Description__c,Anticipated_Equipment_Delivery_Date__c,Equipment_Delivery_Timeline__c,CloseDate,Prefund_Eligible__c,UCC_1_Recorded__c,Lien_Search_Required__c,Insurance_Received__c,Lien_Search_Complete__c,Debt_Source_FF__c,Credit_Stips_Cleared__c,Schedule_Number__c,Debt_Source_lookup__c,Document_Type__c,Debt_Source__c,Expiration_Date__c,Approval_Amount__c,Equipment_Totals__c,Equipment_Cost__c from Opportunity where id= : oppId];
        
    if(oppId != null)
    oppList2 = [select id,Name,Legal_Company_Name_Look__c,Prefund_Eligible_PF__c,Prefund_Elgible__c,Contract_Manager__c,Contract_Manager_Name__c,Equipment_Description__c,Anticipated_Equipment_Delivery_Date__c,Equipment_Delivery_Timeline__c,CloseDate,Prefund_Eligible__c,UCC_1_Recorded__c,Lien_Search_Required__c,Insurance_Received__c,Lien_Search_Complete__c,Debt_Source_FF__c,Credit_Stips_Cleared__c,Schedule_Number__c,Debt_Source_lookup__c,Document_Type__c,Debt_Source__c,Expiration_Date__c,Approval_Amount__c from Opportunity 
    where Prefund_Eligible_PF__c =true and id= : oppId];
        
    if(oppId != null){
    locList=[select id,Name,Location_Code__c,Address1__c,City__c,State__c,Approved__c  from Approved_Location__c where Approved__c = true and Application__c = : oppId ];
    vendorList = [select id,Vendor_Name__c,Prefund_Credit_Approved__c,Account_Name__c,Prefund_Letter__c,Vendor_Account_Id__c,Prefund_Eligible__c,Regents_Approval_Status__c,Vendor_W9_Received_Date__c,Vendor_Payment_Instructions_Validated__c,Validation_Date__c from Vendor__c where Prefund_Credit_Approved__c = TRUE and Opportunity__c=: oppId];
    ppvendorList = [select id,Vendor_Name__c,Prefund_Credit_Approved__c,Account_Name__c,Prefund_Letter__c,Vendor_Account_Id__c,Prefund_Eligible__c,Regents_Approval_Status__c,Vendor_W9_Received_Date__c,Vendor_Payment_Instructions_Validated__c,Validation_Date__c from Vendor__c where Prefund_Eligible__c = TRUE and Opportunity__c=: oppId];
    invoiceList = [select id,Vendor_Name__c,Name,Invoice_Number__c,Invoice_Total_Amount__c,InvoiceStatus__c from Invoice__c where OppInvoice__c = : oppId];
    }
        
    for (Opportunity opp : oppList ){ 
    if(opp.Equipment_Cost__c >= 500000.00 || opp.Equipment_Totals__c >= 500000.00 || opp.CloseDate > opp.Expiration_Date__c || opp.Anticipated_Equipment_Delivery_Date__c > opp.Expiration_Date__c){              
    //taskList.add(new Task(whatid=opp.id,Subject='Progress Payment Decision',status='Open',Task_Owner_Name1__c=opp.Contract_Manager_Name__c,ownerid=opp.Contract_Manager__c,President_Credit_Decision_Required__c=true,ActivityDate=system.today()));      
    taskList.add(new Task(whatid=opp.id,Subject='Progress Payment Decision',status='Open',President_Credit_Decision_Required__c=true,ActivityDate=system.today()));      
    }else{
    //taskList.add(new Task(whatid=opp.id,Subject='Progress Payment Decision',status='Open',Task_Owner_Name1__c=opp.Contract_Manager_Name__c,ownerid=opp.Contract_Manager__c,ActivityDate=system.today()));      
    taskList.add(new Task(whatid=opp.id,Subject='Progress Payment Decision',status='Open',ActivityDate=system.today()));      
    }
    }    
    }
    
    public void saveVendors(){
    update vendorList;            
    ApexPages.addmessage(new ApexPages.message(ApexPages.severity.INFO,'Vendor Information Saved Successfully'));
    }
        
    public void createTask(){ 
    
    
    update oppList; 
       
    List<Opportunity> oppList2 = [select id,name,Legal_Company_Name_Look__c,Owner_Email__c,Owner_Full_Name__c,Contract_Manager_Email__c,Contract_Manager__c,Contract_Manager_Name__c,Equipment_Description__c,Equipment_Delivery_Timeline__c,Anticipated_Equipment_Delivery_Date__c,CloseDate,Equipment_Cost__c,Equipment_Totals__c,Credit_Analyst_Email_ID__c,Manager_Email__c,Expiration_Date__c  from Opportunity where id in:oppList];
      
    List<Messaging.SingleEmailMessage> mails = new list<Messaging.SingleEmailMessage>();     
    
    
    
    
  
    for(Opportunity oppt :oppList2){
    for(Task openTask :taskList){
    openTask.Equipment_Totals__c=oppt.Equipment_Totals__c;
    openTask.Equipment_Cost__c=oppt.Equipment_Cost__c;
    openTask.Close_Date__c=oppt.CloseDate;
    openTask.Anticipated_Equipment_Delivery_Date__c=oppt.Anticipated_Equipment_Delivery_Date__c;
    openTask.Expiration_Date__c=oppt.Expiration_Date__c;
    openTask.Opp_Owner_Email__c=oppt.Owner_Email__c;
    openTask.Opp_Owner_Mgr_Email__c=oppt.Manager_Email__c;
    openTask.Credit_Analyst_Email__c=oppt.Credit_Analyst_Email_ID__c;
    
    if(openTask.Funder_List__c=='Funder1'){
    openTask.Contract_Manager_Email__c='Funder1@test.com.invalid';       
    openTask.ownerid=Label.Funder1_ID;
    }else if(openTask.Funder_List__c=='Funder2'){
    openTask.Contract_Manager_Email__c='Funder2@test.com.invalid';    
    openTask.ownerid=Label.Funder2_ID;
    }else if(openTask.Funder_List__c=='Funder3'){    
    openTask.Contract_Manager_Email__c='Funder3@test.com.invalid';    
    openTask.ownerid=Label.Funder3_ID;
    }else{
    openTask.Contract_Manager_Email__c=oppt.Contract_Manager_Email__c;
    
    }
    insert taskList;
        
    Messaging.SingleEmailMessage mail = new Messaging.SingleEmailMessage();   
    String[] toAddresses = new String[] {openTask.Contract_Manager_Email__c};    
    String[] CcAddresses = new String[] {oppt.Credit_Analyst_Email_ID__c,oppt.Manager_Email__c,oppt.Owner_Email__c};   
    
    String openTaskUrl = URL.getSalesforceBaseUrl().toExternalForm()+'/'+openTask.Id;
    String oppUrl = URL.getSalesforceBaseUrl().toExternalForm()+'/'+oppt.Id;
    
    mail.setToAddresses(toAddresses);   
    
    if(oppt.Equipment_Cost__c >= 500000.00 || oppt.Equipment_Totals__c >= 500000.00){
    mail.setCcAddresses(CcAddresses);    
    mail.setSubject('Progress Payment Decision Request - President/Credit Approval required - $500K +');    
    openTask.President_Credit_Decision_Required__c=TRUE;
    ApexPages.addmessage(new ApexPages.message(ApexPages.severity.INFO,'President/Credit approval required - $500K+, Task assigned to contract manager succesfully'));
    
    string body1 = 'Hi ' +openTask.Funder_List__c+ ', ';
    body1 += '<br><br> The following Progress Payment Decision open task has been assigned to you.';   
    body1 += '</br></br> <b><h1><font style="color:red"> President/Credit Approval required - $500K+ </font></h1></b>' ;
            
    body1 += 'Legal Company Name : ' +oppt.Legal_Company_Name_Look__c+ ' ';
    body1 += '</br></br> Equipment Totals: $' +oppt.Equipment_Totals__c + ' '; 
    
    body1 += '</br></br> Please review for approval and indicate your decision here:';
    body1 += '</br></br> Open task URL : ' +openTaskUrl+ ' ';     
    
    body1 += '</br></br></br><b> Additional Detail: </b>';       
    body1 += '</br></br> Opportunity URL : ' +oppUrl+ ' ';       
    body1 += '</br></br> Equipment Description : ' +oppt.Equipment_Description__c+ ' '; 
    body1 += '</br></br> Approval Expiration Date : ' +oppt.Expiration_Date__c.format()+ ' ';        
    body1 += '</br></br> Equipment Delivery Date: ' +oppt.Anticipated_Equipment_Delivery_Date__c.format() + ' '; 
    
    body1 += '</br></br></br></br> Equipment Delivery Timeline Notes: ' +oppt.Equipment_Delivery_Timeline__c+ ' '; 
    body1 += '</br></br> Funding Close Date : ' +oppt.CloseDate.format()+ ' '; 
    body1 += '</br></br></br></br> Vendors to Prefund : ' +openTask.Vendor_Name__c+ ' ';
    body1 += '</br></br> Corresponding Invoice Numbers : ' +openTask.Invoice_Number__c+ ' '; 
    body1 += '</br></br> Total $$ Amount to Prefund : $' +openTask.Amount__c+ ' '; 
    body1 += '</br></br> Rep Comments : ' +openTask.description+ ' ';
    body1 += '</br></br> Will additional prefunds be needed? : ' +openTask.Will_additional_prefunds_be_needed__c+ ' ';            
    body1 += '<br><br> Thanks,';
    body1 +=  '<br> '+oppt.Owner_Full_Name__c+ '.' ; 
    mail.setHtmlBody(body1);
    
    }else if(oppt.Anticipated_Equipment_Delivery_Date__c > oppt.Expiration_Date__c){
    mail.setCcAddresses(CcAddresses);    
    mail.setSubject('Progress Payment Decision Request - President/Credit Approval required - Delivery Date vs Approval Exp');    
    openTask.President_Credit_Decision_Required__c=TRUE;
    ApexPages.addmessage(new ApexPages.message(ApexPages.severity.INFO,'President/Credit approval required - Delivery Date vs Approval Exp , Task assigned to contract manager succesfully'));
    
    string body2 = 'Hi ' +openTask.Funder_List__c+ ', ';
    body2 += '<br><br> The following Progress Payment Decision open task has been assigned to you.';   
    body2 += '<br><br><b><h1><font style="color:red"> Delivery Date vs. Approval Exp </font></h1></b>';    
    body2 += '</br></br> Legal Company Name : ' +oppt.Legal_Company_Name_Look__c+ ' ';    
    body2 += '</br></br> The equipment is expected to deliver on ' +oppt.Anticipated_Equipment_Delivery_Date__c.format()+ ' however the approval is set to expire ' +oppt.Expiration_Date__c.format()+ ' ';      
    body2 += '</br></br> Please review for approval and indicate your decision here:';
    body2 += '</br></br> Open task URL : ' +openTaskUrl+ ' ';  
    
    body2 += '</br></br></br><b> Additional Detail: </b>';           
    body2 += '</br></br> Opportunity URL : ' +oppUrl+ ' ';   
    
    body2 += '</br></br> Equipment Description : ' +oppt.Equipment_Description__c+ ' '; 
    body2 += '</br></br> Equipment Totals: $' +oppt.Equipment_Totals__c + ' '; 
    body2 += '</br></br> Approval Expiration Date : ' +oppt.Expiration_Date__c.format()+ ' '; 
    body2 += '</br></br> Equipment Delivery Date: ' +oppt.Anticipated_Equipment_Delivery_Date__c.format() + ' '; 
    
    body2 += '</br></br></br></br> Equipment Delivery Timeline Notes: ' +oppt.Equipment_Delivery_Timeline__c+ ' ';
    body2 += '</br></br> Funding Close Date : ' +oppt.CloseDate.format()+ ' ';      
            
    body2 += '</br></br></br></br> Vendors to Prefund : ' +openTask.Vendor_Name__c+ ' ';
    body2 += '</br></br> Corresponding Invoice Numbers : ' +openTask.Invoice_Number__c+ ' '; 
    body2 += '</br></br> Total $$ Amount to Prefund : $' +openTask.Amount__c+ ' ';      
    body2 += '</br></br> Rep Comments : ' +openTask.description+ ' ';      
    body2 += '</br></br> Will additional prefunds be needed? : ' +openTask.Will_additional_prefunds_be_needed__c+ ' ';            
    body2 += '<br><br> Thanks,';
    body2 +=  '<br> '+oppt.Owner_Full_Name__c+ '.' ;
    mail.setHtmlBody(body2);   
    
    }else if(oppt.CloseDate > oppt.Expiration_Date__c){
    mail.setCcAddresses(CcAddresses);    
    mail.setSubject('Progress Payment Decision Request - President/Credit Approval required - Close Date vs Approval Exp');    
    openTask.President_Credit_Decision_Required__c=TRUE;
    ApexPages.addmessage(new ApexPages.message(ApexPages.severity.INFO,'President/Credit approval required - Close Date vs Approval Exp , Task assigned to contract manager succesfully'));
       
    string body3 = 'Hi ' +openTask.Funder_List__c+ ', ';
    body3 += '<br><br> The following Progress Payment Decision open task has been assigned to you.';   
    body3 += '<br><br><b><h1><font style="color:red"> Close Date vs. Approval Exp </font></h1></b>';  
    body3 += '</br></br> Legal Company Name : ' +oppt.Legal_Company_Name_Look__c+ ' ';
    body3 += '</br></br> This schedule is expected to fund on ' +oppt.CloseDate.format()+ ' however the approval is set to expire ' +oppt.Expiration_Date__c.format()+ ' ';  
    body3 += '</br></br> Please review for approval and indicate your decision here:';
    body3 += '</br></br> Open task URL : ' +openTaskUrl+ ' ';  
    
    body3 += '</br></br></br><b> Additional Detail: </b>';    
    body3 += '</br></br> Opportunity URL : ' +oppUrl+ ' ';   
    
    body3 += '</br></br> Equipment Description : ' +oppt.Equipment_Description__c+ ' '; 
    body3 += '</br></br> Equipment Totals: $' +oppt.Equipment_Totals__c + ' '; 
    body3 += '</br></br> Approval Expiration Date : ' +oppt.Expiration_Date__c.format()+ ' '; 
    body3 += '</br></br> Equipment Delivery Date: ' +oppt.Anticipated_Equipment_Delivery_Date__c.format() + ' '; 
    
    body3 += '</br></br></br></br> Equipment Delivery Timeline Notes: ' +oppt.Equipment_Delivery_Timeline__c+ ' ';
    body3 += '</br></br> Funding Close Date : ' +oppt.CloseDate.format()+ ' ';    
    
    body3 += '</br></br></br></br> Vendors to Prefund : ' +openTask.Vendor_Name__c+ ' ';
    body3 += '</br></br> Corresponding Invoice Numbers : ' +openTask.Invoice_Number__c+ ' '; 
    body3 += '</br></br> Total $$ Amount to Prefund : $' +openTask.Amount__c+ ' ';     
    body3 += '</br></br> Rep Comments : ' +openTask.description+ ' ';        
    body3 += '</br></br> Will additional prefunds be needed? : ' +openTask.Will_additional_prefunds_be_needed__c+ ' ';            
    body3 += '<Br><Br> Thanks,';
    body3 +=  '<Br> '+oppt.Owner_Full_Name__c+ '.' ;
    mail.setHtmlBody(body3);
    
    }else{
    mail.setCcAddresses(new string[] {oppt.Manager_Email__c,oppt.Owner_Email__c});    
    mail.setSubject('Progress Payment Decision Request');    
    ApexPages.addmessage(new ApexPages.message(ApexPages.severity.INFO,'Task created and assigned to contract manager successfully'));
       
    string body4 = 'Hi ' +openTask.Funder_List__c+ ', ';
    body4 += '<br><br> The following Progress Payment Decision open task has been assigned to you.';              
    body4 += '</br></br> Open task URL : ' +openTaskUrl+ ' ';             
    body4 += '</br></br> Opportunity URL : ' +oppUrl+ ' ';   
    body4 += '</br></br> Legal Company Name : ' +oppt.Legal_Company_Name_Look__c+ ' ';
    body4 += '</br></br> Equipment Description : ' +oppt.Equipment_Description__c+ ' '; 
    body4 += '</br></br> Equipment Totals: $' +oppt.Equipment_Totals__c + ' '; 
    body4 += '</br></br> Equipment Delivery Date: ' +oppt.Anticipated_Equipment_Delivery_Date__c.format() + ' '; 
    body4 += '</br></br> Funding Close Date : ' +oppt.CloseDate.format()+ ' '; 
    body4 += '</br></br> Approval Expiration Date : ' +oppt.Expiration_Date__c.format()+ ' '; 
    body4 += '</br></br> Equipment Delivery Timeline Notes: ' +oppt.Equipment_Delivery_Timeline__c+ ' '; 
    body4 += '</br></br> Rep Comments : ' +openTask.description+ ' ';        
    body4 += '</br></br> Vendors to Prefund : ' +openTask.Vendor_Name__c+ ' ';
    body4 += '</br></br> Corresponding Invoice Numbers : ' +openTask.Invoice_Number__c+ ' '; 
    body4 += '</br></br> Total $$ Amount to Prefund : $' +openTask.Amount__c+ ' ';            
    body4 += '</br></br> Will additional prefunds be needed? : ' +openTask.Will_additional_prefunds_be_needed__c+ ' ';            
    body4 += '<Br><Br> Thanks,';
    body4 +=  '<Br> '+oppt.Owner_Full_Name__c+ '.' ;
    mail.setHtmlBody(body4);
    }
    mail.setBccAddresses(BccAddresses);
    //mail.setHtmlBody(body); 
    mails.add(mail);   
    
    
    }
        
    Messaging.sendEmail(mails);
    }    
    
    }
    
}

 

@isTest
public class PrefundscreenTest{

    public static testMethod void method1(){
        
        List<Opportunity> oppList =new List<Opportunity>();
        List<Task> taskList =new List<Task>();
         
        Account acc = new Account(name='test');
        insert acc;
        
        Contact con = new Contact(FirstName='test',LastName='test',AccountId=acc.id);
        insert con;
        
        Opportunity opp=new Opportunity(Name='opp test',Credit_Analyst__c='005G0000007b9Ss',AccountId=acc.id,StageName='Application Received',CloseDate=System.today(),Contract_Manager__c='005G00000089MnG',UCC_1_Recorded__c=system.today(),Lien_Search_Required__c=true,
        Insurance_Received__c=true,Lien_Search_Complete__c=system.today(),Debt_Source__c='Sumitomo Mitsui',Expiration_Date__c=system.today(),Approval_Amount__c = 120000.01,
        Equipment_Description__c='equip test',Anticipated_Equipment_Delivery_Date__c=system.today());
        insert opp;
                
        Prefund__c pf= new Prefund__c(OppPrefund__c = opp.id,Prefund_Amount__c=5000,Prefund_Date__c=system.today());
        insert pf;
        
        Approved_Location__c loc = new Approved_Location__c(Approved__c=true,Application__c=opp.id);
        insert loc;

        Test.setCurrentPage(Page.PrefundscreenVFP);    
        ApexPages.currentPage().getParameters().put('id',opp.id);
        
        Prefundscreen prefund= new Prefundscreen();
        prefund.createTask();          
        
        prefund.saveVendors(); 
        
    }
        public static testMethod void method2(){
        
        List<Opportunity> oppList1 =new List<Opportunity>();
        List<Task> taskList1 =new List<Task>();
        
        Account acc1 = new Account(name='test');
        insert acc1;
        
        Contact con1 = new Contact(FirstName='test',LastName='test',AccountId=acc1.id);
        insert con1;
        
        Opportunity opp1=new Opportunity(Name='opp test',Credit_Analyst__c='005G0000007b9Ss',AccountId=acc1.id,StageName='Application Received',CloseDate=System.today(),Contract_Manager__c='005G00000089MnG',UCC_1_Recorded__c=system.today(),Lien_Search_Required__c=true,
        Insurance_Received__c=true,Lien_Search_Complete__c=system.today(),Debt_Source__c='Sumitomo Mitsui',Expiration_Date__c=system.today(),Approval_Amount__c = 120000.01,
        Equipment_Description__c='equip test',Anticipated_Equipment_Delivery_Date__c=system.today(),Equipment_Cost__c=750000);
        insert opp1;
                
        Prefund__c pf1= new Prefund__c(OppPrefund__c = opp1.id,Prefund_Amount__c=5000,Prefund_Date__c=system.today());
        insert pf1;
        
        Approved_Location__c loc1 = new Approved_Location__c(Approved__c=true,Application__c=opp1.id);
        insert loc1;
              
        Test.setCurrentPage(Page.PrefundscreenVFP);    
        ApexPages.currentPage().getParameters().put('id',opp1.id);
        
        Prefundscreen prefund= new Prefundscreen();
        prefund.createTask();   
        prefund.saveVendors(); 
    }
    
        public static testMethod void method3(){
        
        List<Opportunity> oppList2 =new List<Opportunity>();
        List<Task> taskList2 =new List<Task>();
        
        Account acc2 = new Account(name='test');
        insert acc2;
        
        Contact con2 = new Contact(FirstName='test',LastName='test',AccountId=acc2.id);
        insert con2;
        
        Opportunity opp2=new Opportunity(Name='opp test',Credit_Analyst__c='005G0000007b9Ss',AccountId=acc2.id,StageName='Application Received',CloseDate=System.today(),Contract_Manager__c='005G00000089MnB',UCC_1_Recorded__c=system.today(),Lien_Search_Required__c=true,
        Insurance_Received__c=true,Lien_Search_Complete__c=system.today(),Debt_Source__c='Sumitomo Mitsui',Expiration_Date__c=system.today(),Approval_Amount__c = 120000.01,
        Equipment_Description__c='equip test',Anticipated_Equipment_Delivery_Date__c=system.today()+3,Equipment_Cost__c=7500);
        insert opp2;
                
        Prefund__c pf2= new Prefund__c(OppPrefund__c = opp2.id,Prefund_Amount__c=5000,Prefund_Date__c=system.today());
        insert pf2;
        
        Approved_Location__c loc2 = new Approved_Location__c(Approved__c=true,Application__c=opp2.id);
        insert loc2;
       
        Test.setCurrentPage(Page.PrefundscreenVFP);    
        ApexPages.currentPage().getParameters().put('id',opp2.id);
        
        Prefundscreen prefund= new Prefundscreen();
        prefund.createTask();   
        prefund.saveVendors(); 
    }
        public static testMethod void method4(){
        
        List<Opportunity> oppList3 =new List<Opportunity>();
        List<Task> taskList3 =new List<Task>();
        
        Account acc3 = new Account(name='test');
        insert acc3;
        
        Contact con3 = new Contact(FirstName='test',LastName='test',AccountId=acc3.id);
        insert con3;
        
        Opportunity opp3=new Opportunity(Name='opp test',Credit_Analyst__c='005G0000007b9Ss',AccountId=acc3.id,StageName='Application Received',CloseDate=System.today()+3,Contract_Manager__c='0050f000009JnAZ',UCC_1_Recorded__c=system.today(),Lien_Search_Required__c=true,
        Insurance_Received__c=true,Lien_Search_Complete__c=system.today(),Debt_Source__c='Sumitomo Mitsui',Expiration_Date__c=system.today(),Approval_Amount__c = 120000.01,
        Equipment_Description__c='equip test',Anticipated_Equipment_Delivery_Date__c=system.today(),Equipment_Cost__c=7500);
        insert opp3;
               
        Prefund__c pf3= new Prefund__c(OppPrefund__c = opp3.id,Prefund_Amount__c=5000,Prefund_Date__c=system.today());
        insert pf3;
        
        Approved_Location__c loc3 = new Approved_Location__c(Approved__c=true,Application__c=opp3.id);
        insert loc3;

        Test.setCurrentPage(Page.PrefundscreenVFP);    
        ApexPages.currentPage().getParameters().put('id',opp3.id);
        
        Prefundscreen prefund= new Prefundscreen();
        prefund.createTask();   
        prefund.saveVendors(); 
    }
    
        
    
    }

 

is it possible to create table like below on the task description text area?

public with sharing class Prefundscreen{

    public String oppId{get;set;}
    //public String accId{get;set;}
    //public String vaccName{get;set;}
    public List<Prefund__c> prefundList{get;set;}
    public List<Vendor__c> vendorList{get;set;}  
    public List<Opportunity> oppList{get;set;}  
    public List<Task> taskList{get;set;}  
    public List<Approved_Location__c> locList{get;set;}  
    public List<Invoice__c> invoiceList{get;set;} 
    
    public Prefundscreen(){
        prefundList = new List<Prefund__c>();
        vendorList = new List<Vendor__c>();
        taskList = new List<Task>();  
        oppList = new List<Opportunity>();
        locList = new List<Approved_Location__c>();
        invoiceList = new List<Invoice__c>();
        oppId = ApexPages.currentpage().getParameters().get('id');
        
         
        if(oppId != null)
        prefundList = [select id,Name,Prefund_Amount__c,Prefund_Date__c from Prefund__c where OppPrefund__c = : oppId ];
        
        if(oppId != null)
        oppList = [select id,Name,Contract_Manager__c,Contract_Manager_Name__c,Equipment_Description__c,Anticipated_Equipment_Delivery_Date__c,Equipment_Delivery_Timeline__c,CloseDate,Prefund_Eligible__c,UCC_1_Recorded__c,Lien_Search_Required__c,Insurance_Received__c,Lien_Search_Complete__c,Debt_Source_FF__c,Credit_Stips_Cleared__c,Schedule_Number__c,Debt_Source_lookup__c,Document_Type__c,Debt_Source__c,Expiration_Date__c,Approval_Amount__c from Opportunity where id= : oppId];
        
        if(oppId!=null)      
         locList=[select id,Name,Location_Code__c,Address1__c,City__c,State__c,Approved__c  from Approved_Location__c where Approved__c = true and Application__c = : oppId ];
                
        if(oppId!=null)      
         vendorList = [select id,Vendor_Name__c,Account_Name__c,Vendor_Prefund_Letter__c,Vendor_Account_Id__c,Prefund_Eligible__c,Regents_Approval_Status__c,Vendor_W9_Received_Date__c,Vendor_Payment_Instructions_Validated__c,Validation_Date__c from Vendor__c where Prefund_Eligible__c=true];
        
        if(oppId!=null)
          invoiceList = [select id,Vendor_Name__c,Name,Invoice_Number__c,Invoice_Total_Amount__c,InvoiceStatus__c from Invoice__c where OppInvoice__c = : oppId];
        
        for (Opportunity opp : oppList ){              
          taskList.add(new Task(whatid=opp.id,Subject='Prefund-Decision',status='Open',Task_Owner_Name1__c=opp.Contract_Manager_Name__c,ownerid=opp.Contract_Manager__c,ActivityDate=system.today()));         
        }
       
    }
    
    public void saveVendors(){
            update vendorList;            
            ApexPages.addmessage(new ApexPages.message(ApexPages.severity.INFO,'Vendor Information Saved Successfully'));
        }
        
    public void createTask(){ 
                
            upsert taskList;  
            update oppList;        
            ApexPages.addmessage(new ApexPages.message(ApexPages.severity.INFO,'Task created and assigned to Contract Manager successfully'));
            List<Opportunity> oppList2 = [select id,name,Owner_Email__c,Owner_Full_Name__c,Contract_Manager_Email__c,Contract_Manager__c,Contract_Manager_Name__c,Equipment_Description__c,Equipment_Delivery_Timeline__c,Anticipated_Equipment_Delivery_Date__c,CloseDate from Opportunity where id in:oppList];
       List<Messaging.SingleEmailMessage> mails = new list<Messaging.SingleEmailMessage>();     
       
       for(Opportunity oppt :oppList2)
       {
       for(Task openTask :taskList)
       {
                                 
           Messaging.SingleEmailMessage mail = new Messaging.SingleEmailMessage();
           String[] toAddresses = new String[] {oppt.Contract_Manager_Email__c};
           String[] CcAddresses = new String[] {oppt.Owner_Email__c};
           String[] BccAddresses = new String[] {'priyas@regentscapital.com'};
           String openTaskUrl = URL.getSalesforceBaseUrl().toExternalForm()+'/'+openTask.Id;
           String oppUrl = URL.getSalesforceBaseUrl().toExternalForm()+'/'+oppt.Id;
           system.debug('---> toaddress'+toAddresses);
           string body = 'Hi ' +oppt.Contract_Manager_Name__c+ ', ';
           body += '<br><br> The following Prefund Decision open task has been assigned to you.';           
           body += '</br></br> Open task URL : ' +openTaskUrl+ ' ';             
           body += '</br></br> Opportunity URL : ' +oppUrl+ ' ';           
           body += '</br></br> Equipment Description : ' +oppt.Equipment_Description__c+ ' '; 
           body += '</br></br> Equipment Delivery Date: ' +oppt.Anticipated_Equipment_Delivery_Date__c + ' '; 
           body += '</br></br> Funding Close Date : ' +oppt.CloseDate+ ' '; 
           body += '</br></br> Equipment Delivery Timeline Notes: ' +oppt.Equipment_Delivery_Timeline__c+ ' '; 
           body += '</br></br> Rep Comments : ' +openTask.description+ ' ';        
           body += '<Br><Br> Thanks,';
           body +=  '<Br> '+oppt.Owner_Full_Name__c+ '.' ; 
           mail.setSubject('Prefund Decision Open Task');
           mail.setToAddresses(toAddresses);
           mail.setCcAddresses(CcAddresses);
           mail.setBccAddresses(BccAddresses);
           mail.setHtmlBody(body); 
           mails.add(mail);
           
        }
        }
            Messaging.sendEmail(mails);
        }
}

Test Class Code Coverage is only 58%. Highlighted code above is  not covered in test class

 

@isTest
public class PrefundscreenTest{

    public static testMethod void method1(){
        
        List<Opportunity> oppList =new List<Opportunity>();
        List<Task> taskList =new List<Task>();
        
        Account acc = new Account(name='test');
        insert acc;
        
        Contact con = new Contact(FirstName='test',LastName='test',AccountId=acc.id);
        insert con;
        
        Opportunity opp=new Opportunity(Name='opp test',AccountId=acc.id,StageName='Application Received',CloseDate=System.today(),Contract_Manager__c='005G00000089MnG',UCC_1_Recorded__c=system.today(),Lien_Search_Required__c=true,
        Insurance_Received__c=true,Lien_Search_Complete__c=system.today(),Debt_Source__c='Sumitomo Mitsui',Expiration_Date__c=system.today(),Approval_Amount__c = 120000.01);
        insert opp;
        oppList.add(opp);    
        //insert oppList;
        
        Prefund__c pf= new Prefund__c(OppPrefund__c = opp.id,Prefund_Amount__c=5000,Prefund_Date__c=system.today());
        insert pf;
        
        ApexPages.currentpage().getparameters().put('id',acc.id);
        Prefundscreen prefund= new Prefundscreen();
        prefund.saveVendors();  
        
        for(Opportunity opp1:oppList){
        task tsk = new task(whatid=opp1.id,Subject='Prefund-Decision',status='Open',ownerid=opp1.Contract_Manager__c,Task_Owner_Name1__c='Lauren Barteske',description='prefund decision',ActivityDate=system.today());      
        system.debug('--->tsk'+tsk);
        taskList.add(tsk);
        }
        
        insert taskList;
        
        List<Opportunity> oppList2 = [select id,name,Owner_Email__c,Owner_Full_Name__c,Contract_Manager_Email__c,Contract_Manager__c,Contract_Manager_Name__c,Equipment_Description__c,Equipment_Delivery_Timeline__c,Anticipated_Equipment_Delivery_Date__c,CloseDate from Opportunity where id in:oppList];
         
        prefund.createTask();
    }
    }

 

I have a client that wants to create a record that is created from an email sent out from Salesforce. I am relatively new and looking for guidance. So an example would be. They create an email to a client in Salesforce and once it is sent creates a new record in a custom object called Service. 

Hello,

When a create button is clicked on Quote, i want to populate some fields with some predifined values, how is it possible to do so ?
I have some lookup, and text fields to populate

Is it possible to do it in trigger ?

thanks for suggestion

Hello Everyone,
I'm trying to deploy the components of a SF org (Dev org) to an other one (Test org), But I'm stuck with the following errors :


Could your help me please?
Thank you 

Hello Everyone,
My requirement is to integrate salesforce with third party lead generator (Lending Tree). They provide leads in JSON format. 
I am looking for approaches to push JSON format leads from lending tree into salesforce.

 

Hello Everyone!
How do i write test class for the trigger below. 

Trigger AccountEventTrigger on Event (Before Insert) {
    
/******************************************************************************
It controlls the creation of Events from accounts which are yet to be approved.
*******************************************************************************/
    list<Id> accountIds = new list<Id>();
    Map<Id,Account> accMap = new Map<Id,Account>();
    for(Event Event: Trigger.new){
        if(Event.whatId != null && String.valueof(Event.whatId).startsWith('001'))
            accountIds.add(Event.whatId);
    }
    if(!accountIds.isEmpty()){
        for(Account acc : [select id,Submitted_for_Approval__c from Account where id in : accountIds]){
            accMap.put(acc.id,acc);
        }   
        for(Event Event: Trigger.New){
            if(Event.whatId != null && accMap.containsKey(Event.whatId) && accMap.get(Event.whatId).Submitted_for_Approval__c!= false)
                Event.addError('New Event Cannot be Created');
        }
    } 
}