[SalesForce] Apex trigger needs access to parent object fields

I have the following Apex Trigger that is set to auto-create a custom child object (Onboarding) when a specific field on the opportunity child object (Stage) is set to Closed Won. This trigger is working as I want it to but I now need to have it carry additional fields of data from both the account parent object and from the opportunity child object.

Where in this trigger would I append lines for carrying data over and how is it written out in this formatting? To make the answer more straight forward, lets say I want the name of the Onboarding page to be the same as the name of the Opportunity and the field from the Account object (Billing_Address) to carry over to the Onboarding object under its field for billing address.

trigger CreateOB on Opportunity (after insert, after update) {
    Onboarding__c[] inserts = new Onboarding__c[] {};
    for (Opportunity a : Trigger.new) {
        if (a.StageName == 'Closed Won') {
            Opportunity old = Trigger.oldMap.get(a.Id);
            if (a.StageName != old.StageName) {
                inserts.add(new Onboarding__c(Account_Name__c = a.AccountId));
            }
        }
    }
    insert inserts;
}

Thanks in advance! Any and all help is greatly appreciated while still getting the ropes of these triggers.

Best Answer

Information not directly on the Opportunity is not automatically available so you have two options...

One: Create formula fields on the Opportunity to get the information from Account then simply use those fields to directly populate the info on the new on boarding record.

Two: Or via code - Querying for the Opportunity and related Account fields:

trigger CreateOB on Opportunity (after insert, after update) {
    Onboarding__c[] inserts = new Onboarding__c[] {};
    for (Opportunity o : [
            Select StageName, Name, AccountID, Account.BillingStreet
            From Opportunity
            Where ID IN :trigger.new
            ])) {
        if (o.StageName == 'Closed Won') {
            Opportunity old = Trigger.oldMap.get(o.Id);
            if (o.StageName != old.StageName) {
                inserts.add(new Onboarding__c(
                        Account_Name__c = o.AccountId,
                        Name = o.Name,
                        BillingAddress__c = o.Account.BillingStreet
                        ));
            }
        }
    }
    insert inserts;
}

Related Solutions

[SalesForce] Unit Test is Providing 0% Coverage for Apex Trigger

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);

    }
    }
}

[SalesForce] Trigger to copy child object picklist values to parent object separated by comma

The code you have shared will not at all compile.

use close brace here for (Opportunity childObj : Trigger.new)
use childObj.AccountId instead of childObj.Account to access AccountId
When you use relationship query be sure to use Opportunities instead of Opportunity.
You should put Opportunity's Opp_Location__c into a List. Then use String.join() to add those with comma delimited.
And finally update accounts.

Trigger

trigger UpdateAmount on Opportunity (after insert, after update) { 
  Map<ID, Account > parentOpps = new Map<ID, Account>(); 
  Set<Id> listIds = new Set<Id>();

  for (Opportunity childObj : Trigger.new) {
    listIds.add(childObj.AccountId);
  }

  parentOpps = new Map<Id, Account>([SELECT id, Location_Type__c ,
                                        (SELECT ID, Opp_Location__c  FROM Opportunities) 
                                    FROM Account WHERE ID IN :listIds]);

  List<Account> lstAccount = new List<Account>();

  for(Account acct:parentOpps.values())
  {  
      List<String> strType = new List<String>();
      for(Opportunity oppty:acct.Opportunities)
      {
          strType.add(oppty.Opp_Location__c);
      }
      acct.Location_Type__c = String.join(strType,',');

  }

  update parentOpps.values();
}

Best Answer

Related Solutions

[SalesForce] Unit Test is Providing 0% Coverage for Apex Trigger

[SalesForce] Trigger to copy child object picklist values to parent object separated by comma

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