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Dbjensen How to add an Id to newly created record
Hello - I'm having issues adding an Id to another record. In a nutshell, I have a custom object called Lead Submission. When a Lead Submission is created, a standard Lead record is also created. How can I add the Id of the Lead Submission to the standard Lead record?
All of the code resides in a class and is called by a "before trigger". The code is a bit long but happy to post if it helps.
Any help would be greatly appreciated.
All of the code resides in a class and is called by a "before trigger". The code is a bit long but happy to post if it helps.
Any help would be greatly appreciated.
Generally, if you have a field in Lead that references the Lead Submission, you probably want to do something like this:
LeadSubmission__c ls = new LeadSubmission__c();
ls.Name='whatever' <-- all the fields that you want to create
...
insert ls;
Lead l = new Lead();
l.LeadSubmission__c = ls.Id;
I've made some assumptions regarding the names of the custom objects and fields, but I've done something similar with a custom object that contains the Id of another object.
If that doesn't help, paste the code over.
Trigger:
if (Trigger.isBefore) {
if (Trigger.isInsert) {
DuplicateLead.potentialDupes(Trigger.new);
}
Class:
public class DuplicateLeadSubmissionProcess {
public static void dupeLeadSubmission (List<Lead_Submission__c> newLS) {
Set<String> LastNameStreetAndZipCode = new Set<String>();
Set<String> leadStatus = new Set<String>();
List<Lead> leadsToInsert = new List<Lead>();
Set<String> leadSourcesList = new Set<String>();
List<ID> userId = new List<ID>();
List<String> groupSalesCodeList = new List<String>();
List<Account> accountsToInsert = new List<Account>();
List<Contact> contactsToInsert = new List<Contact>();
List<Lead_Submission__c> existingLeadSubmissions = new List<Lead_Submission__c>();
List<Id> leadSubmissionIds = new List<Id>();
String statusSubStatusCode = 'NC';
DateTime statusDate = datetime.now();
Date submittedDate = date.Today();
for(Lead_Submission__c newLeadSubmission : newLS) {
LastNameStreetAndZipCode.add(newLeadSubmission.LastNameStreetAndZipCode__c);
leadStatus.add(newLeadSubmission.Lead_Status_For_TESTING__c);
leadSourcesList.add(newLeadSubmission.Lead_Source_Text__c);
userId.add(newLeadSubmission.OwnerId);
groupSalesCodeList.add(newLeadSubmission.Group_Text__c);
leadSubmissionIds.add(newLeadSubmission.Id);
}
System.debug('Lead Submission ' + LastNameStreetAndZipCode);
System.debug('Lead Submission Status ' + leadStatus);
System.debug('Lead Submission lead source ' + leadSourcesList);
System.debug('Lead Submission User Id ' + userId);
System.debug('Lead Submission Group Sales code ' + groupSalesCodeList);
//Search for existing lead submission
List<Lead_Submission__c> existingLS = [Select Id, LastNameStreetAndZipCode__c
FROM Lead_Submission__c
WHERE LastNameStreetAndZipCode__c =:LastNameStreetAndZipCode
AND Lead_Status_For_TESTING__c =:leadStatus];
System.debug('Existing lead submission ' + existingLS);
Map<String, Lead_Submission__c> mapOfLeadSub = new Map<String, Lead_Submission__c>();
for(Lead_Submission__c leadSubmissionFound : existingLS) {
mapOfLeadSub.put(leadSubmissionFound.LastNameStreetAndZipCode__c, leadSubmissionFound);
}
//Search for lead source
List<Lead_Source__c> leadSource = [SELECT ID, Name
FROM Lead_Source__c
WHERE Name =:leadSourcesList];
System.debug('lead source found ' + leadSource);
Map<String, Lead_Source__c> mapOfLeadSources = new Map<String, Lead_Source__c>();
for(Lead_Source__c leadSources : leadSource) {
mapOfLeadSources.put(leadSources.Name, leadSources);
}
//Search for agent ID and SOB
List<Agent__c> agent = [SELECT ID, User__c, SOB_Code__c
FROM Agent__c
WHERE User__c =:userId];
System.debug('agent found ' + agent);
Map<String, Agent__c> mapOfagents = new Map<String, Agent__c>();
for(Agent__c agentName : agent) {
mapOfagents.put(agentName.User__c, agentName);
}
Map<String, String> mapOfagentsSOB = new Map<String, String>();
for(Agent__c agentSOB : agent) {
mapOfagentsSOB.put(agentSOB.User__c, agentSOB.SOB_Code__c);
}
//Search for sales code
List<Sales_Code__c> salesCode = [SELECT ID, Name
FROM Sales_Code__c
WHERE Name =:groupSalesCodeList];
System.debug('sales code found ' + salesCode);
Map<String, Sales_Code__c> mapOfSOBs = new Map<String, Sales_Code__c>();
for(Sales_Code__c groupSalesCode : salesCode) {
mapOfSOBs.put(groupSalesCode.Name, groupSalesCode);
}
//Search for existing account
List<Account> exsistingAccount = [Select Id, LastNameStreetAndZipCode__c FROM Account
WHERE LastNameStreetAndZipCode__c IN : LastNameStreetAndZipCode];
System.debug('account found ' + exsistingAccount);
Map<String, Account> mapOfAccounts = new Map<String, Account>();
for(Account acct : exsistingAccount) {
mapOfAccounts.put(acct.LastNameStreetAndZipCode__c, acct);
}
//Update duplicate LS or Create new Lead and/or account and contact
for(Lead_Submission__c newLeadSub : newLS) {
try{
if(mapOfLeadSub.containsKey(newLeadSub.LastNameStreetAndZipCode__c)) {
Lead_Submission__c retrievedId = mapOfLeadSub.get(newLeadSub.LastNameStreetAndZipCode__c);
newLeadSub.Duplicate__c = True;
newLeadSub.Duplicate_Lead_Submission__c = retrievedId.Id;
} else {
Agent__c retrievedAgentId = mapOfagents.get(newLeadSub.OwnerId);
String retrieveAgentSOB = mapOfagentsSOB.get(newLeadSub.OwnerId);
Sales_Code__c retrievedSalesCodeId = mapOfSOBs.get(newLeadSub.Group_Text__c);
Lead_Source__c retrievedLeadSource = mapOfLeadSources.get(newLeadSub.Lead_Source_Text__c);
Lead createNewLead = new Lead();
createNewLead.Alt_City__c = newLeadSub.City__c;
createNewLead.Alt_Email__c = newLeadSub.Email__c;
createNewLead.Alt_First_Name__c = newLeadSub.First_Name__c;
createNewLead.Alt_Home_Phone__c = newLeadSub.Home_Phone__c;
createNewLead.Alt_Last_Name__c = newLeadSub.Last_Name__c;
createNewLead.Alt_State__c = newLeadSub.State_1__c;
createNewLead.Alt_Street__c = newLeadSub.Street__c;
createNewLead.Alt_Zip__c = newLeadSub.Postal_Code__c;
createNewLead.CHP_Graduation_Date__c = newLeadSub.CHP_Graduation_Date__c;
createNewLead.Cell_Phone__c = newLeadSub.Cell_Phone__c;
createNewLead.City = newLeadSub.City__c;
createNewLead.Company = newLeadSub.Last_Name__c;
createNewLead.Consultant_Notes__c = newLeadSub.Comments__c;
createNewLead.Current_Insurance_Company__c = newLeadSub.Current_Insurance_Company_1__c;
createNewLead.Effective_Timestamp__c = statusDate;
createNewLead.Email = newLeadSub.Email__c;
createNewLead.Expiration_Date__c = newLeadSub.Expiration__c;
createNewLead.Facility_Name__c = newLeadSub.Facility_Name__c;
createNewLead.Facility_State__c = newLeadSub.Facility_State_1__c;
createNewLead.Facility_Zip_Code__c = newLeadSub.Facility_Postal_Code__c;
createNewLead.Field_Agent_SOB__c = retrieveAgentSOB;
createNewLead.Field_Agent__c = retrievedAgentId.Id;
createNewLead.FirstName = newLeadSub.First_Name__c;
createNewLead.Group_Sales_Code__c = newLeadSub.Group_Text__c;
createNewLead.Group_Sales_Code_2__c = retrievedSalesCodeId.Id;
createNewLead.Home_Phone__c = newLeadSub.Home_Phone__c;
createNewLead.LastName = newLeadSub.Last_Name__c;
createNewLead.Lead_Source_Text__c = newLeadSub.Lead_Source_Text__c;
createNewLead.Lead_Source__c = retrievedLeadSource.Id;
createNewLead.Lead_Submission__c = newLeadSub.Id;
createNewLead.Lead_Type__c = newLeadSub.Lead_Type_Text__c;
createNewLead.Meeting_Date__c = newLeadSub.Meeting_Date__c;
createNewLead.Meeting_Type__c = newLeadSub.Meeting_Type_Code__c;
createNewLead.PostalCode = newLeadSub.Postal_Code__c;
createNewLead.State = newLeadSub.State__c;
createNewLead.Status_Code__c = statusSubStatusCode;
createNewLead.Street = newLeadSub.Street__c;
createNewLead.Submitted_Date__c = submittedDate;
createNewLead.Substatus_Code__c = statusSubStatusCode;
createNewLead.Urgent_New__c = newLeadSub.Urgent_1__c;
createNewLead.VIP_New__c = newLeadSub.Executive_VIP_1__c;
createNewLead.Work_Extension__c = newLeadSub.Work_Extension__c;
createNewLead.Work_Phone__c = newLeadSub.Work_Phone__c;
leadsToInsert.add(createNewLead);
if(!mapOfAccounts.containsKey(newLeadSub.LastNameStreetAndZipCode__c)) {
Account createNewAccount = new Account();
createNewAccount.BillingCity = newLeadSub.City__c;
createNewAccount.BillingPostalCode = newLeadSub.Postal_Code__c;
createNewAccount.BillingState = newLeadSub.State_1__c;
createNewAccount.BillingStreet = newLeadSub.Street__c;
createNewAccount.Home_Phone__c = newLeadSub.Home_Phone__c;
createNewAccount.Name = newLeadSub.Last_Name__c;
accountsToInsert.add(createNewAccount);
Contact createNewContact = new Contact();
createNewContact.AccountId = createNewAccount.Id;
createNewContact.Best_Time_to_Call__c = newLeadSub.Best_Time_to_Call__c;
createNewContact.Cell_Phone__c = newLeadSub.Cell_Phone__c;
createNewContact.Email = newLeadSub.Email__c;
createNewContact.FirstName = newLeadSub.First_Name__c;
createNewContact.Gender__c = newLeadSub.Gender__c;
createNewContact.LastName = newLeadSub.Last_Name__c;
createNewContact.MailingCity = newLeadSub.City__c;
createNewContact.MailingPostalCode = newLeadSub.Postal_Code__c;
createNewContact.MailingState = newLeadSub.Postal_Code__c;
createNewContact.MailingStreet = newLeadSub.Street__c;
createNewContact.Primary_Contact__c = true;
contactsToInsert.add(createNewContact);
}
}
} catch (Exception e){
System.debug('ERROR:' + e);
}
}
try{
insert accountsToInsert;
insert contactsToInsert;
insert leadsToInsert;
} catch (DMLException e){
for(Account acct : accountsToInsert) {
acct.addError('There was a problem inserting accounts');
}
for(Contact ct : contactsToInsert) {
ct.addError('There was a problem inserting contacts');
}
for(Lead dl : leadsToInsert) {
dl.addError('There was a problem inserting leads');
}
}
//Update existing lead submission
for(Lead_Submission__c resubmitLS : existingLS) {
if(!existingLS.isEmpty()) {
try {
resubmitLS.Resubmitted__c = True;
existingLeadSubmissions.add(resubmitLS);
} catch (Exception e){
System.debug('Error updating lead submission ' + e);
}
}
}
update existingLeadSubmissions;
}
}