Scenario :- Write a code to implement following requirement.When Account is created, give access to the users who belong to a Queue to work on account and its related opportunity. Solution :- Here we will use the concept of accountteammember to provide account access to other users who are going to work on it. Apex… Continue reading Coding Scenario 18 — Account Team Members
Category: Coding scenario
Coding Scenario 17 — Quote and QLI
Question :- Write a code to implement following requirement. When an opportunity is created/updated with status as prospect then create a quote and auto assign product to the quote with predefined quantity. OpportunityTrigger :-trigger opportunityDemotrigger on Opportunity (before insert, after insert, after update) { if(trigger.isafter){ if(trigger.isinsert){ OpportunityTriggerHandlerUpdated.opportunityInserthandler(trigger.new, trigger.newmap); } if(trigger.isupdate){ OpportunityTriggerHandlerUpdated.opportunityUpsethandler(trigger.new, trigger.oldmap); } } if(trigger.isbefore){… Continue reading Coding Scenario 17 — Quote and QLI
Coding Scenario 15 || Lead conversion scenario
Implement a trigger to automatically convert a lead to an opportunity when status is changed to processed. trigger LeadTrigger on Lead (after update) { if(trigger.isafter){ if(trigger.isupdate){ List<database.leadconvert> leadsToconvert = new list<database.leadconvert>(); database.leadconvert lc; for(lead le : trigger.new){ if(le.status == 'Processed' && le.status != trigger.oldmap.get(le.id).status){ lc = new database.leadconvert(); lc.setleadId(le.id); lc.setDoNotCreateopportunity(false); lc.setOpportunityName(le.LastName+' '+le.LastName+' Opportunity'); lc.setConvertedStatus('Closed -… Continue reading Coding Scenario 15 || Lead conversion scenario
Generate CSV file in Apex
In this blog we will see how you can generate csv file in apex and send it as attachment in email. public with sharing class CSVGenerator { public void createCSVandemail(string accountIdVal){ list<opportunity> oppList = new list<opportunity>(); oppList = [select id,name,StageName,account.owner.email from opportunity where accountId=:accountIdVal]; string csvString = 'Opportunity Id,Opportunity Name,Opportunity Stage\n'; for(opportunity opp : oppList){… Continue reading Generate CSV file in Apex
Coding scenario in salesforce – 8
Write a code to keep account and opportunity owner in-sync Scenarios When opportunity is created, set owner id as related account owner id. trigger opportunityDemotrigger on Opportunity (before insert) { if(trigger.isbefore){ if(trigger.isinsert){ set<id> relatedaccountIds = new set<id>(); for(opportunity opp : trigger.new){ relatedaccountIds.add(opp.accountId); } map<id,account> accMap = new map<id,account>([select id,ownerid from account where id IN :relatedaccountIds]);… Continue reading Coding scenario in salesforce – 8