Add Account attachment to Chatter Post Automatically - salesforce

I have need to add account attachments in Salesforce to the account chatter feed automatically. I've got the following code, which adds a chatter post for every object, not just account attachments, how can I make it specific to accounts? Or how can I make it specific to a certain file name?
trigger AttachFileToAccountFeed on Attachment (before insert) {
ID accountId;
list<FeedItem> listOfFeedFiles = new List<FeedItem>();
if(Trigger.isBefore){
for(Attachment attachment : trigger.new){
string checkIfAccount = string.valueof(attachment.description);
{
//Adding a Content post
accountId = attachment.ParentId;
FeedItem post = new FeedItem();
post.ParentId = accountId; //eg. Opportunity id, custom object id..
post.Body = 'Attachment added';
post.Type = 'ContentPost';
post.ContentData = attachment.body;
post.ContentFileName = attachment.Name;
post.Title = attachment.Name;
listOfFeedFiles.add(post);
}
}
}
if(listOfFeedFiles!=null){
insert listOfFeedFiles;
}
}

Here's what I ended up using:
trigger AttachFileToAccountFeed on Attachment (before insert) {
ID accountId;
list<FeedItem> listOfFeedFiles = new List<FeedItem>();
if(Trigger.isBefore){
for(Attachment attachment : trigger.new) {
// ensure the Id is an Account Id
if(attachment.ParentId.getSObjectType() != Account.SObjectType)
continue;
// ensure file contains Signed Authorization in File Name
if(attachment.Name.contains('Signed Authorization')) {
//Adding a Content post
accountId = attachment.ParentId;
FeedItem post = new FeedItem();
post.ParentId = accountId;
post.Body = 'Attachment added';
post.Type = 'ContentPost';
post.ContentData = attachment.body;
post.ContentFileName = attachment.Name;
post.Title = attachment.Name;
listOfFeedFiles.add(post);
}
}
}
if(listOfFeedFiles!=null){
insert listOfFeedFiles;
}
}

Related

Restrict more then 2 contacts that saved on Account object

I want to build a trigger on contact, that accept check box. And In Account object it take 2 contacts that are active. when user assign 3rd active contact to the same account he/she will get error messege. how can it possible? i completed all codes but these limit of 2 contacts are pending. can anyone try to guide me how to do this?
trigger ContactTrigger on Contact(after insert, after update, after delete, after undelete) {
switch on Trigger.operationType {
when AFTER_INSERT {
Set<Id> accountIds = new Set<Id>();
for (Contact con : Trigger.new) {
if (String.isNotBlank(con.AccountId)) {
//write automation logic here
accountIds.add(con.AccountId);
}
}
// get aggregate result for all accounts
List<AggregateResult> results = [
SELECT AccountId, COUNT(Id) totalContacts
FROM Contact
WHERE Active__c = TRUE AND AccountId IN :accountIds
GROUP BY AccountId
];
integer var = results.size();
// build final list of accounts to update
List<Account> accountsToUpdate = new List<Account>();
for (AggregateResult result : results) {
// get account id and number of active contacts
String accId = String.valueOf(result.get('AccountId'));
Integer totalContacts = Integer.valueOf(result.get('totalContacts'));
// make sure you use Id feild in your account to update it
Account acc = new Account(Id = accId, Active_Contacts__c = totalContacts);
accountsToUpdate.add(acc);
}
// update the final list of account
update accountsToUpdate;
}
when AFTER_UPDATE {
Set<Id> accountIds = new Set<Id>();
for (Contact con : Trigger.new) {
// capture the account id only if active checkbox value is flipped
if (String.isNotBlank(con.AccountId) && Trigger.oldMap.get(con.Id).Active__c != con.Active__c) {
// write automation logic here
accountIds.add(con.AccountId);
} else if (Trigger.oldMap.get(con.Id).AccountId != con.AccountId) {
accountIds.add(con.AccountId);
accountIds.add(Trigger.oldMap.get(con.Id).AccountId);
}
}
// get aggregate result for all accounts
List<AggregateResult> results = [
SELECT AccountId, COUNT(Id) totalContacts
FROM Contact
WHERE Active__c = TRUE AND AccountId IN :accountIds
GROUP BY AccountId
];
// build final list of accounts to update
List<Account> accountsToUpdate = new List<Account>();
for (AggregateResult result : results) {
// get account id and number of active contacts
String accId = String.valueOf(result.get('AccountId'));
Integer totalContacts = Integer.valueOf(result.get('totalContacts'));
// make sure you use Id feild in your account to update it
Account acc = new Account(Id = accId, Active_Contacts__c = totalContacts);
accountsToUpdate.add(acc);
}
// update the final list of account
update accountsToUpdate;
}
}
}

Salesforce- retrieve Contact.opportunites

Here is snippet I am using in my anonymous window . Purpose is to retrieve Opportunities of a contact. Even after adding opportunity contact role , contact.Opportunities.size is resulting in zero (last debug line). Am I missing something ? you may use the below code directly.
Update: able to get size now but same logic doesn't work for code coverage in test class . details listed below:
Only 'if' part of controller is covered and 'else' part is never covered even though size of contact.opportunities is more than 0.
Controller method :
public PageReference sendingEmail() {
//contact1 has query records
sizeVar = contact1.Opportunities.size();
if(contact1.npo02__OppAmountLastYear__c>0 ) {
if(sizeVar==0) {
// if size is 0 then navigate to a particular vf page
PageReference pr = Page.NoDonationOrNoEmail;
pr.getParameters().put('id',(String)contact1.id);
pr.setRedirect(true);
return pr;
}
else
{ //when contact.opportunities size is more than 0 then navigate to
other vf page.
PageReference pr1 = Page.NoPrint;
pr1.getParameters().put('id',(String)contact1.id);
pr1.setRedirect(true);
return pr1;
}
} return null;
}
Test Class:
//creating account
Account a = new Account();
a.Name = 'Test Co.';
a.BillingStreet = '298 S. Ringo Street';
a.BillingCity = 'Little Rock';
insert a;
//Creating contact
Contact contact1 = new Contact();
contact1.FirstName = 'Paul';
contact1.LastName = 'Test';
contact1.AccountId = a.id;
contact1.npo02__OppAmountLastYear__c=100;
insert contact1;
//creating opportunity
Opportunity o = new Opportunity();
o.RecordType = [SELECT Id, Name, DeveloperName FROM RecordType
WHERE Name = 'Membership' LIMIT 1];
o.Name = 'New Record';
o.StageName = 'Posted';
o.AccountId = contact1.AccountId;
o.CloseDate = Date.today();
o.Description = 'Test Record';
insert o;
//creating opportunity contact role
OpportunityContactRole ocr = new OpportunityContactRole();
ocr.ContactId = contact1.Id;
ocr.OpportunityId = o.Id;
ocr.IsPrimary = TRUE;
ocr.Role = 'Decision Maker';
insert ocr;
System.debug('created opportunity contact role for primary');
Update o;
contact1 = [SELECT Id, Name,(SELECT id FROM opportunities) FROM
Contact WHERE Id=:contact1.Id];
PageReference pr = Page.NoPrint;
pr.getParameters().put('id', String.valueOf(contact1.id));
Test.setCurrentPage(pr);
ApexPages.StandardController cont5 = new
ApexPages.StandardController(contact1);
BulkEmailController testAccPlan = new
BulkEmailController(cont5);
testAccPlan.sendingEmail();
When you create and insert a record, you don't get formula fields nor you can navigate lookup. The same goes with child relationship.
You have to query the fields you need.
Change Update contact1; to contact1 = [SELECT Id, (SELECT Id FROM Opportunities) FROM Contact WHERE Id = :contact1.Id]; and the last debug line will print 1.

How to test contentdocumentlink trigger for Salesforce Prod deployment

I am trying to deploy a trigger to prod on salesforce. I was hoping someone could help me with an example of tests for this trigger.
Here is my trigger. It does its purpose, which is to update a bool field when a new contentNote (or anything of content type) that then has collateral effects through process builder.
trigger NewNote on ContentDocumentLink (before insert) {
Set<Id> setParentId = new Set<Id>();
List<Client_Relationships__c> crlst = new List<Client_Relationships__c>();
for (ContentDocumentLink cdl : trigger.new ) {
setParentId.add(cdl.LinkedEntityId);
}
crlst = [select Id , newNote__c from Client_Relationships__c where Id IN :setParentId];
For(Client_Relationships__c e : crlst)
{
e.newNote__c = True;
}
update crlst;
}
The trigger you wrote can be more efficient by omitting the SOQL query as seen below:
trigger NewNote on ContentDocumentLink (before insert) {
List<Client_Relationships__c> crlst = new List<Client_Relationships__c>();
for (ContentDocumentLink cdl : trigger.new ) {
if(cdl.LinkedEntityId.getSObjectType().getDescribe().getName() == 'Client_Relationships__c'){
crlst.add(
new Client_Relationships__c(
Id = cdl.LinkedEntityId,
newNote__c = true
)
);
}
}
update crlst;
}
The best practice would be to add your code to a handler or utility class and to only have one trigger per object. The name of this trigger could be changed to "ContentDocumentLinkTrigger" if you adopt that practice.
The test class for that trigger is below. I could not test the compilation because I don't have the same custom object.
#IsTest
private class ContentDocumentLinkTriggerTest {
#TestSetup
static void setupTest() {
insert new ContentVersion(
Title = 'Test_Document.txt',
VersionData = Blob.valueOf('This is my file body.'),
SharingPrivacy = 'N',
SharingOption = 'A',
Origin = 'H',
PathOnClient = '/Test_Document.txt'
);
List<Client_Relationships__c> relationships = new List<Client_Relationships__c>();
for(Integer i = 0; i < 300; i++){
relationships.add(
new Client_Relationships__c(
//add required field names and values
)
);
}
insert relationships;
}
static testMethod void testInsertTrigger() {
//prepare data
List<ContentVersion> contentVersions = new List<ContentVersion>([
SELECT Id, ContentDocumentId FROM ContentVersion
]);
System.assertNotEquals(0, contentVersions.size(), 'ContentVersion records should have been retrieved');
List<Client_Relationships__c> relationships = getAllClientRelationships();
System.assertNotEquals(0, relationships.size(), 'Client Relationship records should have been retrieved.');
List<ContentDocumentLink> documentLinks = new List<ContentDocumentLink>();
for(Integer i = 0; i < 252; i++){
documentLinks.add(
new ContentDocumentLink(
ContentDocumentId = contentVersions[0].ContentDocumentId,
LinkedEntityId = relationships[i].Id,
ShareType = 'I'
)
);
}
//test functionality
Test.startTest();
insert documentLinks;
Test.stopTest();
//assert expected results
List<Client_Relationships__c> relationshipsAfterProcessing = getAllClientRelationships();
for(Client_Relationships__c relationship : relationshipsAfterProcessing){
System.assert(relationship.newNote__c, 'The newNote__c field value should be true.');
}
}
private static List<Client_Relationships__c> getAllClientRelationships(){
return new List<Client_Relationships__c>([
SELECT Id, newNote__c FROM Client_Relationship__c
]);
}
}
For setting up test data, it is helpful to have a utility class that centralizes the creation of well-formed records. This is extremely useful when your code base gets large and a validation rule affects the insertion of new data in many test classes. With a centralized method, the inserted data only needs to be altered once.

Unable to send attachment - Salesforce Docusign API

I am trying to send attachment (record has one attachment) in opportunity record via Apex and Docusign "CreateAndSendEnvelope" API.
But I am getting this error "The DocuSign EnvelopeId:Exception - System.CalloutException: Web service callout failed: WebService returned a SOAP Fault: An Error Occurred during anchor tag processing. Invalid document faultcode=soap:Client faultactor=https://demo.docusign.net/api/3.0/dsapi.asmx"
Below is the piece of code used.
// Render the contract
System.debug('Rendering the contract');
PageReference pageRef = new PageReference('/apex/RenderContract');
pageRef.getParameters().put('id',contract.Id);
//Blob pdfBlob = pageRef.getContent();
Attachment att = [SELECT Id, Name, Body, ContentType FROM Attachment WHERE Parentid = :contract.Id LIMIT 1];
Blob pdfBlob = att.Body;
// Document
DocuSignAPI.Document document = new DocuSignAPI.Document();
document.ID = 1;
document.pdfBytes = EncodingUtil.base64Encode(pdfBlob);
document.Name = 'Contract';
document.FileExtension = 'pdf';
envelope.Documents = new DocuSignAPI.ArrayOfDocument();
envelope.Documents.Document = new DocuSignAPI.Document[1];
envelope.Documents.Document[0] = document;
// Recipient
System.debug('getting the contact');
Contact contact = [SELECT email, FirstName, LastName
from Contact where id = :contract.CustomerSignedId];
DocuSignAPI.Recipient recipient = new DocuSignAPI.Recipient();
recipient.ID = 1;
recipient.Type_x = 'Signer';
recipient.RoutingOrder = 1;
recipient.Email = contact.Email;
recipient.UserName = contact.FirstName + ' ' + contact.LastName;
// This setting seems required or you see the error:
// "The string '' is not a valid Boolean value.
// at System.Xml.XmlConvert.ToBoolean(String s)"
recipient.RequireIDLookup = false;
envelope.Recipients = new DocuSignAPI.ArrayOfRecipient();
envelope.Recipients.Recipient = new DocuSignAPI.Recipient[1];
envelope.Recipients.Recipient[0] = recipient;
// Tab
DocuSignAPI.Tab tab1 = new DocuSignAPI.Tab();
tab1.Type_x = 'SignHere';
tab1.RecipientID = 1;
tab1.DocumentID = 1;
tab1.AnchorTabItem = new DocuSignAPI.AnchorTab();
tab1.AnchorTabItem.AnchorTabString = 'By:';
DocuSignAPI.Tab tab2 = new DocuSignAPI.Tab();
tab2.Type_x = 'DateSigned';
tab2.RecipientID = 1;
tab2.DocumentID = 1;
tab2.AnchorTabItem = new DocuSignAPI.AnchorTab();
tab2.AnchorTabItem.AnchorTabString = 'Date Signed:';
envelope.Tabs = new DocuSignAPI.ArrayOfTab();
envelope.Tabs.Tab = new DocuSignAPI.Tab[2];
envelope.Tabs.Tab[0] = tab1;
envelope.Tabs.Tab[1] = tab2;
System.debug('Calling the API');
try {
DocuSignAPI.EnvelopeStatus es
= dsApiSend.CreateAndSendEnvelope(envelope);
envelopeId = es.EnvelopeID;
} catch ( CalloutException e) {
System.debug('Exception - ' + e );
envelopeId = 'Exception - ' + e;
}
Any ideas how to overcome this error?
Thanks.
The Original Poster's (OP's) comment is
it worked fine on rendering the whole record to pdf...but now i tried sending attachments only instead of whole record.. i started to get this error.
So my guess is that the envelope request has a document problem.
Best way to debug: see what is being sent to the DocuSign platform.
Try the beta API logger or the regular logger. Then add the log to your question by editing your question.
This problem came across me with same error .
" An Error Occurred during anchor tag processing. Invalid document faultcode=soap:Client faultactor=https://demo.docusign.net/api/3.0/dsapi.asmx "
you need to replace anchor tab string with desired string given in your attached document where signature is required.
Replace :
tab1.AnchorTabItem.AnchorTabString = 'By:';
tab2.AnchorTabItem.AnchorTabString = 'Date Signed:';
To :
tab1.AnchorTabItem.AnchorTabString = 'Signature label in your document';
tab2.AnchorTabItem.AnchorTabString = 'Signature label in your document';

Share primary Contacts along with the Opportunity using Sales Force to Sales Force Connector

Lead - gets converted to an Account , Contact and an Opportunity
I developed a trigger which shares an Opportunity and related Account with another Org of ours, and the piece i am missing is sharing the Contact along with this . Need some help for sharing the contact also.
Trigger autoforwardOpportunity on Opportunity(after insert) {
String UserName = UserInfo.getName();
String orgName = UserInfo.getOrganizationName();
List<PartnerNetworkConnection> connMap = new List<PartnerNetworkConnection>(
[select Id, ConnectionStatus, ConnectionName from PartnerNetworkConnection where ConnectionStatus = 'Accepted']
);
System.debug('Size of connection map: '+connMap.size());
List<PartnerNetworkRecordConnection> prncList = new List<PartnerNetworkRecordConnection>();
for(Integer i =0; i< Trigger.size; i++) {
Opportunity Opp = Trigger.new[i];
String acId = Opp.Id;
System.debug('Value of OpportunityId: '+acId);
for(PartnerNetworkConnection network : connMap) {
String cid = network.Id;
String status = network.ConnectionStatus;
String connName = network.ConnectionName;
String AssignedBusinessUnit = Opp.Assigned_Business_Unit__c;
System.debug('Connectin Details.......Cid:::'+cid+'Status:::'+Status+'ConnName:::'+connName+','+AssignedBusinessUnit);
if(AssignedBusinessUnit!=Null && (AssignedBusinessUnit.equalsIgnoreCase('IT') || AssignedBusinessUnit.equalsIgnoreCase('Proservia'))) {
// Send account to IT instance
PartnerNetworkRecordConnection newAccount = new PartnerNetworkRecordConnection();
newAccount.ConnectionId = cid;
newAccount.LocalRecordId = Opp.AccountId;
newAccount.SendClosedTasks = true;
newAccount.SendOpenTasks = true;
newAccount.SendEmails = true;
newAccount.RelatedRecords = 'Contact';
System.debug('Inserting New Record'+newAccount);
insert newAccount;
// Send opportunity to IT instance
PartnerNetworkRecordConnection newrecord = new PartnerNetworkRecordConnection();
newrecord.ConnectionId = cid;
newrecord.LocalRecordId = acId;
newrecord.SendClosedTasks = true;
newrecord.SendOpenTasks = true;
newrecord.SendEmails = true;
//newrecord.ParentRecordId = Opp.AccountId;
System.debug('Inserting New Record'+newrecord);
insert newrecord;
}
}
}
}
newrecord.RelatedRecords = 'Contact,Opportunity'; //etc

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