Category Archives: Salesforce

Run Case or Lead Assignment Rule From Apex

Run Lead Assignment From Apex Sample Code:

//Get your Lead records
List<Lead> leadList = [SELECT Id From Lead LIMIT 10];

if(!leadList.isEmpty()) {
    //Run Lead assignment rule from apex
    Database.DMLOptions dmlOption = new Database.DMLOptions();
    dmlOption.assignmentRuleHeader.useDefaultRule = true;
    Database.update(leadList, dmlOption);
}

Run Case Assignment From Apex Sample Code:

//Get your Case records
List<Case> caseList = [SELECT Id From Case LIMIT 10];

if(!caseList.isEmpty()) {
    //Run Case assignment rule from apex
    Database.DMLOptions dmlOption = new Database.DMLOptions();
    dmlOption.assignmentRuleHeader.useDefaultRule = true;
    Database.update(caseList, dmlOption);
}

Salesforce Update Records With Inactive Owners

In some scenarios, we need to update records which Owners are inactive. For example, we are migrating data to Salesforce using data loader, some record owners are inactive. For those inactive owner records, we will get “A record owner cannot be Inactive” error. We have to change ownership of the record to an active owner.

To update records with inactive Owners, we have to enable

Enable “Set Audit Fields upon Record Creation” and “Update Records with Inactive Owners” User Permissions.

Go to Setup | Enter User Interface in the Quick Find box | Select User Interface | Enable “Set Audit Fields upon Record Creation” and “Update Records with Inactive Owners” User Permissions.

After enabled the above setup, enable Update Records with Inactive Owners of the user Profile or in a Permission Set. You can set audit fields only in API-enabled editions of Salesforce.

Create Chatter Post With Attachment Using Apex

Sample Code:

//Upload File
ContentVersion cv = new ContentVersion();
cv.Title = 'Chatter Post Document';//File title
cv.PathOnClient = 'chattertestdoc.pdf';//File name
cv.VersionData = Blob.valueOf('Test Content');//File body (Add content or body of uploaded file)
cv.Description = 'Chatter Post Document';//File description
insert cv;

//Create Chatter Post
FeedItem fi = new FeedItem();
fi.Body = 'Chatter post from apex with attachment';
fi.ParentId = '0010I00002AbcMm'; //Record Id
insert fi;

//Associate attachment to the post
FeedAttachment fa = new FeedAttachment();
fa.FeedEntityId = fi.Id;//Chatter Post Id
fa.RecordId = cv.Id;//Document Id
fa.Type = 'CONTENT'; 
insert fa;

Record Type Selector Custom Lightning Component

Apex Controller:

public class SampleAuraController {
    
    @AuraEnabled
    public string defaultRecordTypeId {get; set;}
    @AuraEnabled
    public Map<Id, String> contactRecordTypes {get; set;}
    
    @AuraEnabled        
    public static SampleAuraController getRecordTypeValues(){
        SampleAuraController obj = new SampleAuraController();
        Map<Id, String> recordtypeMap = new Map<Id, String>();
        //Get all record types of Contact object
        List<Schema.RecordTypeInfo> recordTypeInfoList = Contact.SObjectType.getDescribe().getRecordTypeInfos();
        for(RecordTypeInfo info: recordTypeInfoList) {
            //Check record type is available for current user profile
            if(info.isAvailable()) {
                //Check master record type
                if(info.getName() != 'Master' && info.getName().trim() != ''){
                    recordtypeMap.put(info.getRecordTypeId(), info.getName());
                }
                //Get the default record type for current user profile
                if(info.isDefaultRecordTypeMapping()){
                    obj.defaultRecordTypeId = info.getRecordTypeId();
                }
            }
        }    
        obj.contactRecordTypes = recordtypeMap;
        return obj;
    }
}

Lightning Component:

<aura:component controller="SampleAuraController" implements="flexipage:availableForAllPageTypes,force:appHostable">
    
    <!--Declare Attributes-->
    <aura:attribute name="recordTypeMap" type="Map"/>
    <aura:attribute name="selectedRecordTypeId" type="String"/>
    <!--Declare Handler-->
    <aura:handler name="init" value="{!this}" action="{!c.doInit}"/>  
    
    <!--Component Start-->
    <div class="slds-m-around--xx-large">
        <div class="container-fluid">
            <lightning:radioGroup name="radioGroup"
                                  label="Select Record Type"
                                  required="true"
                                  options="{!v.recordTypeMap}"
                                  value="{!v.selectedRecordTypeId}"
                                  type="radio"/>
        </div>
        <br/>
        <lightning:button variant="brand" label="Submit" onclick="{!c.handleCreateRecord}" />  
    </div>
</aura:component>

JS Controller:

({
    doInit: function(component, event, helper) {        
        var action = component.get("c.getRecordTypeValues");
        action.setCallback(this, function(response) {
            var state = response.getState();
            if (state === "SUCCESS") {
                var result = response.getReturnValue();
                var recordTypes = result.contactRecordTypes;
                var recordtypeMap = [];
                for(var key in recordTypes){
                    recordtypeMap.push({label: recordTypes[key], value: key});
                }
                component.set("v.recordTypeMap", recordtypeMap);
                component.set("v.selectedRecordTypeId", result.defaultRecordTypeId);
            }
        });
        $A.enqueueAction(action);
    },
    
    handleCreateRecord: function(component, event, helper) { 
        var selectedRecordTypeId = component.get("v.selectedRecordTypeId");
        if(selectedRecordTypeId){
            var createRecordEvent = $A.get("e.force:createRecord");
            createRecordEvent.setParams({
                "entityApiName": 'Contact',
                "recordTypeId": selectedRecordTypeId,
            });
            createRecordEvent.fire();
        }
    }
})

Output: