How to Write Salesforce Triggers for this Scenario?

Tagged: Account, Contact, Salesforce Help and Training, Salesforce Triggers

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How to Write Salesforce Triggers for this Scenario?

Posted by Pavan on February 10, 2019 at 1:25 pm

How to write a triggers for this scenario?

1.Create a date field on Contact - MyDate
Create a date field on Account - MyDate

Write a trigger, Whenever a contact record is inserted under an account then the
new record's MyDate field should be 1 month ahead that of its parent Account's MyDate field. And if multiple
contact records
are inserted under one account then the contact records's MyDate field should be 1 month ahead of each other.
For example:
There are 3 records of accounts - A1 (1st July 2017), A2 (1st Jan 2018), A3 (1st Oct 2017)
Now we are inserting multiple contacts under these 3 accounts like this:
A1 --> C1, C2, C3
A2 --> C4, C5, C6, C7
A3 --> C8, C9

So the MyDate fields of new contact records should be like this:
C1 - 1st Aug 2017
C2 - 1st Sep 2017

Jade replied 5 years, 10 months ago 2 Members · 4 Replies
4 Replies

Jade

Member

February 12, 2019 at 7:48 am

Hi Pavan,

You can achieve it in before Insert and before update of the contact.

PFB the code for the same -

public class ContactTriggerHelper {
    
    /* *call this method on before Insert and before upate of Contact
     * before insert -
     * Parameters - Trigger.New, null
     * 
     * before update -
     * Parameters - Trigger.New, Trigger.oldMap
     *  */
    public static void contactDateUpdate(List<Contact> newList, Map<Id, Contact> oldMap){
        Map<Id, List<Contact>> 	accContactMap 	= new Map<Id, List<Contact>>();
        
        for(Contact con : newList){
            if(oldMap == null && con.AccountId != null){
                if(accContactMap.containsKey(con.AccountId)){
                    accContactMap.get(con.AccountId).add(con);
                }else{
                    accContactMap.put(con.AccountId, new List<Contact>{con});
                }
            }else if(oldMap != null && con.AccountId != null && (con.MyDate__c == null || con.MyDate__c != oldMap.get(con.Id).MyDate__c)){
                if(accContactMap.containsKey(con.AccountId)){
                    accContactMap.get(con.AccountId).add(con);
                }else{
                    accContactMap.put(con.AccountId, new List<Contact>{con});
                }
            }
        }
        
		Map<Id, Account> accountMap	= new Map<Id, Account>([SELECT Id, MyDate__c FROM Account WHERE Id IN: accContactMap.keySet()]);        
        for(Id accId : accContactMap.keySet()){
            for(Contact con : accContactMap.get(accId)){
                con.MyDate__c = accountMap.get(accId).MyDate__c.addMonths(1);
            }
        }
    }
}

I hope this will help.

Thanks

Avinash

This reply was modified 5 years, 10 months ago by Jade.
This reply was modified 5 years, 10 months ago by Jade.
This reply was modified 5 years, 10 months ago by Jade.

Jade

Member

February 12, 2019 at 8:30 am

Hi Pavan,

Above was a rough code to achieve the requirement.. Although that will also work in every scenario.

Please find more optimized code for the same -

public class ContactTriggerHelper {
    
    /* *call this method on before Insert and before upate of Contact
    * before insert -
    * Parameters - Trigger.New, null
    * 
    * before update -
    * Parameters - Trigger.New, Trigger.oldMap
    *  */
    public static void contactDateUpdate(List<Contact> newList, Map<Id, Contact> oldMap){
        Set<Id> accIds = new Set<Id>();
        for(Contact con : newList){
            if(con.AccountId != null){
                accIds.add(con.AccountId);
            }
        }
        
        Map<Id, Account> accountMap	= new Map<Id, Account>([SELECT Id, MyDate__c FROM Account WHERE Id IN: accIds]);
        for(Contact con : newList){
            if(oldMap == null && accountMap.get(con.AccountId).MyDate__c != null ){
            	con.MyDate__c = accountMap.get(con.AccountId).MyDate__c.addMonths(1);
            }else if(oldMap != null && con.AccountId != null && (con.MyDate__c == null || con.MyDate__c != oldMap.get(con.Id).MyDate__c || con.MyDate__c != accountMap.get(con.AccountId).MyDate__c)){
                con.MyDate__c = accountMap.get(con.AccountId).MyDate__c.addMonths(1);
            }
        }
    }
}

Hope this will help.

Thanks

Avinash

This reply was modified 5 years, 10 months ago by Jade.

Pavan

Member
February 12, 2019 at 2:59 pm

Thanks a lot for your kind help...
Jade

Member
February 13, 2019 at 6:25 am

No Problem 🙂

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