[SalesForce] Apex Trigger Creating Event on Account- Won’t show in Open Activities

I've created an Apex trigger on a custom object that creates an event for an account. The trigger works, and I have the data, but I can't get it to show up under Accounts=> Choose Account=> Open Activities.

In an attempt to figure it out, I manually created a new event with the same start and end date/times in the Open Activities section under the account by clicking the "New Event" button. It shows up, so I ran a SOQL query- basically Select all fields from event, and compared the data between events that do show as open, and the events I created that don't show up. I don't see any differences, unless I am just missing something.

Here's the code from my trigger:

    trigger CreateSFEventFromOperationsEvent on Operations_Events__c (after insert) {
    //When a new OperationsEvent is created, create an actual Salesforce Event under Account Activities.

    for (Operations_Events__c opEvent : Trigger.new) {
        Event event = new Event(
            OwnerId = opEvent.CreatedById,
            WhatId = opEvent.Event_Account__c,
            StartDateTime = opEvent.StartDate__c,
            EndDateTime = opEvent.End_Date__c,
            Subject = 'Go Live',
            Department_s_del__c = opEvent.Department__c,
            Product_s__c = opEvent.Product_s__c

        );
        insert event ;             
    }
}

Any help is appreciated.

Best Answer

The reason the event is not coming up in the Open Activities is because the activityDateTime field in the Event will be set to the createdDate, unless you explicitly set it. This will cause the Event to appear in the Activity history Related List. To resolve this issue you have to set the ActivityDateTime field to the event start date while creating the event. So your code should look something like this:

Event event = new Event(
        OwnerId = opEvent.CreatedById,
        WhatId = opEvent.Event_Account__c,
        StartDateTime = opEvent.StartDate__c,
        EndDateTime = opEvent.End_Date__c,
        ActivityDateTime = opEvent.StartDate__c, //add this line
        Subject = 'Go Live',
        Department_s_del__c = opEvent.Department__c,
        Product_s__c = opEvent.Product_s__c

    );

Also please make sure that you have bulkified your trigger.

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The trigger code is having lot of redundancy, So I modified it. before posting the modified code few lines of explanation what I changed. you collected account Ids twice and did the condition check twice where once is more enough. I am also made changes to the test class, where Task data is provided which is not required because the trigger has to create it once the necessary conditions are met. I am expecting this trigger should work for you, if there is any errors feel free to post as a comment.

trigger OpportunityAfter on Opportunity (after update){

    Set AccountIDs = new Set();

    for(Opportunity o : trigger.new){
        if(opp.StageName == 'Closed - Lost' && opp.Business_Line__c == 'Workforce' && 
            opp.Survey_Type__c != 'APulse' && trigger.oldMap.get(opp.Id).StageName != opp.StageName){

                AccountIDs.add(o.AccountId);
         }
    }

    Task[] tasksToInsert = new Task[]{};

    for (Account acc : [Select Id, Name, OwnerId from Account where Id IN :AccountIds]){
        for (Opportunity opp : trigger.new){
            if(opp.AccountId == acc.Id){
                Task tas = new Task();
                tas.WhatId=acc.Id;
                tas.OwnerId=opp.OwnerId;
                tas.Subject='Follow-up: ' + opp.name + ' - ' + acc.name;
                tas.ActivityDate=(opp.CloseDate + 180);
                tas.Description='Follow up to see how engagement initiatives are going and if Avatar can help. Refer to lost opportunity: ' + opp.name;
                tasksToInsert.add(tas);                                                         
            }
        }
    }
    if(tasksToInsert != null && !tasksToInsert.isEmpty())
    Database.insert(tasksToInsert);

}

@isTest
public class TestClass {

    static testMethod void myUnitTest() {

    //Set up user
    User u1 = [SELECT Id FROM User WHERE Email='abc@sampleemail.com'];
    test.startTest();  
    //Run As U1
    System.RunAs(u1){

    System.debug('Testing trigger... (single record validation)');

    //NEW Account record
    Account acc = new account();
    acc.Name = 'Test Account';
    acc.Industry = 'Healthcare';

    insert acc;

    //NEW Opportunity record
    Opportunity opp = new Opportunity();
    opp.Name = 'Test Opportunity'; 
    opp.CloseDate = System.today();
    opp.StageName = 'S1 - Investigative';
    opp.Type = 'Repeat Business - Wrkforce HC';
    opp.AccountId = acc.Id;
    opp.Survey_Type__c = 'Product Name';

    insert opp;

    opp.StageName = 'Closed - Lost';
    opp.Reason_Won_Lost__c = 'Relationship';
    opp.Business_Line__c = 'Workforce'  //added this line to meet the if condition while collecting the set of id in the trigger.

    update opp;
   test.stopTest();
    // Here I am expecting the task has been inserted and doing a query for it         and check it in the assert statement.
   Task  testTask=[Select Id, WhatId from Task where WhatId=:acc.Id];
    //Validate single insert
    System.assertEquals(acc.Id, testTask.WhatId);

    }
    }
}

Best Answer

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