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Stuart HARRISON add url to email in apex loop
Hi - I have finally built a scheduled apex class to create a renewal for my opportunities. The final part Im trying to configure is the email notifications. I can get everything working except the URL - i suspect this is because at the time of sending each email it hasnt committed the new opportunities so there is no ID yet addigned. Anyone know of a clever way to get round this ?
code so far is below. relevant lines highlighted in bold
global class CreateRenewal implements Schedulable {
global void execute(SchedulableContext ctx) {
List<Opportunity> InList = [Select
AccountID,
Amount,
CloseDate,
CreatedByID,
Description,
ExpectedRevenue,
ForecastCategoryName,
LeadSource,
NextStep,
CurrencyIsoCode,
Name,
OwnerID,
RecordTypeID,
Pricebook2ID,
CampaignID,
IsPrivate,
Probability,
TotalOpportunityQuantity,
IqScore,
StageName,
Type,
Compliance__c,
Coverholder_Commission__c,
Local_Insurer_Commission__c,
Local_Taxes__c,
Reinsurance_broker_commission__c,
Retail_broker_commission__c,
Sum_Insured__c,
Account_Contact__c,
Additional_Amount_in_Oppty_Currency__c,
Additional_Countries__c,
Additional_tax_commission_cost_descripti__c,
AXA_ASR_Pricing_Model_Version__c,
Business_Type_Class__c,
Cedents_retention__c,
Cedents_Retention_Amount__c,
Channel__c,
Coinsurances_Commissions_from_Brokers__c,
Coinsurances_Commissions_to_Brokers__c,
Coinsurances_Commissions_to_Coverholder__c,
Coinsurances_Percentage__c,
Coinsurances_Premium__c,
Contract_Type__c,
Coverholder__c,
Days_to_Quote_Released__c,
DB_Competitor__c,
Direct_Contact__c,
Direct_Source__c,
Estimated_S6130_GNP__c,
Fast_track__c,
Global_GNP__c,
Insured_Period_From__c,
Insured_Period_To__c,
Intermediary_Commission__c,
Intermediary_Account__c,
Intermediary_Contact__c,
Intermediary_Reinsurance_Broker__c,
Intermediary_Reinsurance_Contact__c,
Layer__c,
LoB__c,
Local_Insurer__c,
Local_Insurer_Commission_Percentage__c,
Local_Insurer_Contact__c,
Lost_Cancel_Reason__c,
Lost_Cancelled_Reason_Comment__c,
Lost_Due_to_Pricing_amount__c,
Lost_Due_to_Pricing_currency__c,
Non_Renewable__c,
Opportunity_Channel__c,
P_Coverholder_Commission__c,
P_Intermediary_Commission__c,
P_Local_Insurer_Commission__c,
P_Local_Taxes__c,
Policy__c,
Post_Underwriting_Compliance__c,
Pre_Issue_Compliance__c,
Pre_Underwriting_Compliance__c,
Previously_won_or_lost__c,
Pricing_Model_Source__c,
Primary_Country__c,
Proportional__c,
P_Syndicate_Gross_Premium__c,
P_Syndicate_Premium__c,
Quote_Released_Date__c,
Reinsurance_Facultative__c,
Reinsurer_Taxes__c,
Reinsurer_Taxes_Amount__c,
Renewal_Created__c,
Renewal_Indicator__c,
Renewal_Information__c,
Renewed_Opportunity__c,
Rest_of_World__c,
reviewScope__c,
Risk_Category__c,
AXA_GNP__c,
S1084_S6130_Percentage__c,
S6130_Coverholder_Commission__c,
S6130_Coverholder_Commission_Amount__c,
Syndicate_GGP__c,
S6130_Line_Size__c,
S6130_Local_Insurer_Commission__c,
S6130_Local_Insurer_Commission_Amount__c,
S6130_Local_Taxes__c,
S6130_Local_Taxes_Amount__c,
Syndicate_Percentage__c,
S6130_Reinsurance_Broker_Commission__c,
S6130_Reinsurance_Broker_Commission_Amou__c,
S6130_Retail_Broker_Commission__c,
S6130_Retail_Broker_Commission_Amount__c,
Short_Name__c,
Step__c,
Subject_to_NDA__c,
Sub_Status__c,
Underwriter__c,
UW_Reference__c,
Renewal_Opportunity__c
From Opportunity
where Opportunity.Insured_Period_to__c <= NEXT_90_DAYS
AND Opportunity.Renewal_Created__c != 'YES'
AND (opportunity.StageName = 'Closed - Won' OR opportunity.StageName = 'Closed - Lost')];
List<Opportunity> newOpps=new List<Opportunity>();
for(Opportunity c: InList){
if (c.StageName == 'Closed - Won'){
Opportunity opp = c.clone();
opp.StageName = 'New';
opp.Renewal_Indicator__c = true;
Opp.Insured_period_from__c = c.Insured_period_to__c;
Opp.Insured_period_to__c = Opp.Insured_period_from__c.adddays(c.Insured_period_from__c.daysbetween(c.Insured_period_to__c));
Opp.CloseDate = Opp.Insured_period_from__c.addmonths(-1);
opp.Name = Opp.Insured_period_from__c.year() + '_' + c.Name.substringafter('_');
c.Renewal_Opportunity__c = opp.name;
Opp.OwnerID = c.CreatedByID;
c.Renewal_Created__c = 'Yes';
Opp.Previously_won_or_lost__c = 'Won';
Opp.Renewed_Opportunity__c = opp.Name;
Opp.Renewal_Information__c = 'Original S6130 Line Size was : ' + Opp.S6130_Line_Size__c;
newOpps.add(Opp);
{
Messaging.SingleEmailMessage email = new Messaging.SingleEmailMessage();
string [] toaddress= New string[]{'stuart.harrison@axa.com'};
email.setSubject('New Renewal Opportunity - ' + opp.name);
email.setHTMLBody('A new renewal opportnity has been assigned to you : ' +
URL.getSalesforceBaseUrl().toExternalForm()+'/'+ opp.id
+ '<br/>' +
'<br/>' + 'The opportunity (' + c.name + ') was previously ' + Opp.Previously_won_or_lost__c +
' and has an insured period to : ' + c.Insured_period_to__c
+ '<br/>' + 'Details from the previous Opportunity : ' + Opp.Renewal_Information__c);
email.setToAddresses(toaddress);
Messaging.sendEmail(New Messaging.SingleEmailMessage[]{email});
}
}
if (c.StageName == 'Closed - Lost'){
Opportunity opp = c.clone();
opp.StageName = 'New';
opp.Renewal_Indicator__c = true;
Opp.Insured_period_from__c = c.Insured_period_to__c;
Opp.Insured_period_to__c = Opp.Insured_period_from__c.adddays(c.Insured_period_from__c.daysbetween(c.Insured_period_to__c));
Opp.CloseDate = Opp.Insured_period_from__c.addmonths(-1);
opp.Name = Opp.Insured_period_from__c.year() + '_' + c.Name.substringafter('_');
c.Renewal_Opportunity__c = opp.name;
Opp.OwnerID = c.CreatedByID;
c.Renewal_Created__c = 'Yes';
Opp.Previously_won_or_lost__c = 'Lost';
Opp.Renewed_Opportunity__c = opp.Name;
Opp.Renewal_Information__c = 'Lost Reason : ' + c.Lost_Cancel_Reason__c + ' - comment : ' + c.Lost_Cancelled_Reason_Comment__c + ' - Pricing : ' + c.Lost_Due_to_Pricing_Currency__c + ' ' + c.Lost_Due_to_Pricing_amount__c;
Opp.Lost_Cancel_Reason__c = null;
Opp.Lost_Cancelled_Reason_Comment__c = null;
Opp.Lost_Due_to_Pricing_Currency__c = null;
Opp.Lost_Due_to_Pricing_amount__c = null;
newOpps.add(Opp);
{
Messaging.SingleEmailMessage email = new Messaging.SingleEmailMessage();
string [] toaddress= New string[]{'stuart.harrison@axa.com'};
email.setSubject('Renewal Opportunity - ' + opp.name);
email.setHTMLBody('A new renewal opportnity has been assigned to you : ' +
URL.getSalesforceBaseUrl().toExternalForm()+'/'+ opp.id
+ '<br/>' +
'<br/>' + 'The opportunity (' + c.name + ') was previously ' + Opp.Previously_won_or_lost__c +
' and has an insured period to : ' + c.Insured_period_to__c
+ '<br/>' + 'Details from the previous Opportunity : ' + Opp.Renewal_Information__c);
email.setToAddresses(toaddress);
Messaging.sendEmail(New Messaging.SingleEmailMessage[]{email});
}
}
if(!InList.isEmpty()) {
update InList;
}
}
insert newOpps;
}
global void finish(Database.BatchableContext BC)
{
}
}
code so far is below. relevant lines highlighted in bold
global class CreateRenewal implements Schedulable {
global void execute(SchedulableContext ctx) {
List<Opportunity> InList = [Select
AccountID,
Amount,
CloseDate,
CreatedByID,
Description,
ExpectedRevenue,
ForecastCategoryName,
LeadSource,
NextStep,
CurrencyIsoCode,
Name,
OwnerID,
RecordTypeID,
Pricebook2ID,
CampaignID,
IsPrivate,
Probability,
TotalOpportunityQuantity,
IqScore,
StageName,
Type,
Compliance__c,
Coverholder_Commission__c,
Local_Insurer_Commission__c,
Local_Taxes__c,
Reinsurance_broker_commission__c,
Retail_broker_commission__c,
Sum_Insured__c,
Account_Contact__c,
Additional_Amount_in_Oppty_Currency__c,
Additional_Countries__c,
Additional_tax_commission_cost_descripti__c,
AXA_ASR_Pricing_Model_Version__c,
Business_Type_Class__c,
Cedents_retention__c,
Cedents_Retention_Amount__c,
Channel__c,
Coinsurances_Commissions_from_Brokers__c,
Coinsurances_Commissions_to_Brokers__c,
Coinsurances_Commissions_to_Coverholder__c,
Coinsurances_Percentage__c,
Coinsurances_Premium__c,
Contract_Type__c,
Coverholder__c,
Days_to_Quote_Released__c,
DB_Competitor__c,
Direct_Contact__c,
Direct_Source__c,
Estimated_S6130_GNP__c,
Fast_track__c,
Global_GNP__c,
Insured_Period_From__c,
Insured_Period_To__c,
Intermediary_Commission__c,
Intermediary_Account__c,
Intermediary_Contact__c,
Intermediary_Reinsurance_Broker__c,
Intermediary_Reinsurance_Contact__c,
Layer__c,
LoB__c,
Local_Insurer__c,
Local_Insurer_Commission_Percentage__c,
Local_Insurer_Contact__c,
Lost_Cancel_Reason__c,
Lost_Cancelled_Reason_Comment__c,
Lost_Due_to_Pricing_amount__c,
Lost_Due_to_Pricing_currency__c,
Non_Renewable__c,
Opportunity_Channel__c,
P_Coverholder_Commission__c,
P_Intermediary_Commission__c,
P_Local_Insurer_Commission__c,
P_Local_Taxes__c,
Policy__c,
Post_Underwriting_Compliance__c,
Pre_Issue_Compliance__c,
Pre_Underwriting_Compliance__c,
Previously_won_or_lost__c,
Pricing_Model_Source__c,
Primary_Country__c,
Proportional__c,
P_Syndicate_Gross_Premium__c,
P_Syndicate_Premium__c,
Quote_Released_Date__c,
Reinsurance_Facultative__c,
Reinsurer_Taxes__c,
Reinsurer_Taxes_Amount__c,
Renewal_Created__c,
Renewal_Indicator__c,
Renewal_Information__c,
Renewed_Opportunity__c,
Rest_of_World__c,
reviewScope__c,
Risk_Category__c,
AXA_GNP__c,
S1084_S6130_Percentage__c,
S6130_Coverholder_Commission__c,
S6130_Coverholder_Commission_Amount__c,
Syndicate_GGP__c,
S6130_Line_Size__c,
S6130_Local_Insurer_Commission__c,
S6130_Local_Insurer_Commission_Amount__c,
S6130_Local_Taxes__c,
S6130_Local_Taxes_Amount__c,
Syndicate_Percentage__c,
S6130_Reinsurance_Broker_Commission__c,
S6130_Reinsurance_Broker_Commission_Amou__c,
S6130_Retail_Broker_Commission__c,
S6130_Retail_Broker_Commission_Amount__c,
Short_Name__c,
Step__c,
Subject_to_NDA__c,
Sub_Status__c,
Underwriter__c,
UW_Reference__c,
Renewal_Opportunity__c
From Opportunity
where Opportunity.Insured_Period_to__c <= NEXT_90_DAYS
AND Opportunity.Renewal_Created__c != 'YES'
AND (opportunity.StageName = 'Closed - Won' OR opportunity.StageName = 'Closed - Lost')];
List<Opportunity> newOpps=new List<Opportunity>();
for(Opportunity c: InList){
if (c.StageName == 'Closed - Won'){
Opportunity opp = c.clone();
opp.StageName = 'New';
opp.Renewal_Indicator__c = true;
Opp.Insured_period_from__c = c.Insured_period_to__c;
Opp.Insured_period_to__c = Opp.Insured_period_from__c.adddays(c.Insured_period_from__c.daysbetween(c.Insured_period_to__c));
Opp.CloseDate = Opp.Insured_period_from__c.addmonths(-1);
opp.Name = Opp.Insured_period_from__c.year() + '_' + c.Name.substringafter('_');
c.Renewal_Opportunity__c = opp.name;
Opp.OwnerID = c.CreatedByID;
c.Renewal_Created__c = 'Yes';
Opp.Previously_won_or_lost__c = 'Won';
Opp.Renewed_Opportunity__c = opp.Name;
Opp.Renewal_Information__c = 'Original S6130 Line Size was : ' + Opp.S6130_Line_Size__c;
newOpps.add(Opp);
{
Messaging.SingleEmailMessage email = new Messaging.SingleEmailMessage();
string [] toaddress= New string[]{'stuart.harrison@axa.com'};
email.setSubject('New Renewal Opportunity - ' + opp.name);
email.setHTMLBody('A new renewal opportnity has been assigned to you : ' +
URL.getSalesforceBaseUrl().toExternalForm()+'/'+ opp.id
+ '<br/>' +
'<br/>' + 'The opportunity (' + c.name + ') was previously ' + Opp.Previously_won_or_lost__c +
' and has an insured period to : ' + c.Insured_period_to__c
+ '<br/>' + 'Details from the previous Opportunity : ' + Opp.Renewal_Information__c);
email.setToAddresses(toaddress);
Messaging.sendEmail(New Messaging.SingleEmailMessage[]{email});
}
}
if (c.StageName == 'Closed - Lost'){
Opportunity opp = c.clone();
opp.StageName = 'New';
opp.Renewal_Indicator__c = true;
Opp.Insured_period_from__c = c.Insured_period_to__c;
Opp.Insured_period_to__c = Opp.Insured_period_from__c.adddays(c.Insured_period_from__c.daysbetween(c.Insured_period_to__c));
Opp.CloseDate = Opp.Insured_period_from__c.addmonths(-1);
opp.Name = Opp.Insured_period_from__c.year() + '_' + c.Name.substringafter('_');
c.Renewal_Opportunity__c = opp.name;
Opp.OwnerID = c.CreatedByID;
c.Renewal_Created__c = 'Yes';
Opp.Previously_won_or_lost__c = 'Lost';
Opp.Renewed_Opportunity__c = opp.Name;
Opp.Renewal_Information__c = 'Lost Reason : ' + c.Lost_Cancel_Reason__c + ' - comment : ' + c.Lost_Cancelled_Reason_Comment__c + ' - Pricing : ' + c.Lost_Due_to_Pricing_Currency__c + ' ' + c.Lost_Due_to_Pricing_amount__c;
Opp.Lost_Cancel_Reason__c = null;
Opp.Lost_Cancelled_Reason_Comment__c = null;
Opp.Lost_Due_to_Pricing_Currency__c = null;
Opp.Lost_Due_to_Pricing_amount__c = null;
newOpps.add(Opp);
{
Messaging.SingleEmailMessage email = new Messaging.SingleEmailMessage();
string [] toaddress= New string[]{'stuart.harrison@axa.com'};
email.setSubject('Renewal Opportunity - ' + opp.name);
email.setHTMLBody('A new renewal opportnity has been assigned to you : ' +
URL.getSalesforceBaseUrl().toExternalForm()+'/'+ opp.id
+ '<br/>' +
'<br/>' + 'The opportunity (' + c.name + ') was previously ' + Opp.Previously_won_or_lost__c +
' and has an insured period to : ' + c.Insured_period_to__c
+ '<br/>' + 'Details from the previous Opportunity : ' + Opp.Renewal_Information__c);
email.setToAddresses(toaddress);
Messaging.sendEmail(New Messaging.SingleEmailMessage[]{email});
}
}
if(!InList.isEmpty()) {
update InList;
}
}
insert newOpps;
}
global void finish(Database.BatchableContext BC)
{
}
}
The id is generated for the record after the insert statement so you can write the send email code after the insert statemnet. I have modfiied the code as per your requirement. Please find it below:
global class CreateRenewal implements Schedulable { global void execute(SchedulableContext ctx) { List<Opportunity> InList = [Select AccountID, Amount, CloseDate, CreatedByID, Description, ExpectedRevenue, ForecastCategoryName, LeadSource, NextStep, CurrencyIsoCode, Name, OwnerID, RecordTypeID, Pricebook2ID, CampaignID, IsPrivate, Probability, TotalOpportunityQuantity, IqScore, StageName, Type, Compliance__c, Coverholder_Commission__c, Local_Insurer_Commission__c, Local_Taxes__c, Reinsurance_broker_commission__c, Retail_broker_commission__c, Sum_Insured__c, Account_Contact__c, Additional_Amount_in_Oppty_Currency__c, Additional_Countries__c, Additional_tax_commission_cost_descripti__c, AXA_ASR_Pricing_Model_Version__c, Business_Type_Class__c, Cedents_retention__c, Cedents_Retention_Amount__c, Channel__c, Coinsurances_Commissions_from_Brokers__c, Coinsurances_Commissions_to_Brokers__c, Coinsurances_Commissions_to_Coverholder__c, Coinsurances_Percentage__c, Coinsurances_Premium__c, Contract_Type__c, Coverholder__c, Days_to_Quote_Released__c, DB_Competitor__c, Direct_Contact__c, Direct_Source__c, Estimated_S6130_GNP__c, Fast_track__c, Global_GNP__c, Insured_Period_From__c, Insured_Period_To__c, Intermediary_Commission__c, Intermediary_Account__c, Intermediary_Contact__c, Intermediary_Reinsurance_Broker__c, Intermediary_Reinsurance_Contact__c, Layer__c, LoB__c, Local_Insurer__c, Local_Insurer_Commission_Percentage__c, Local_Insurer_Contact__c, Lost_Cancel_Reason__c, Lost_Cancelled_Reason_Comment__c, Lost_Due_to_Pricing_amount__c, Lost_Due_to_Pricing_currency__c, Non_Renewable__c, Opportunity_Channel__c, P_Coverholder_Commission__c, P_Intermediary_Commission__c, P_Local_Insurer_Commission__c, P_Local_Taxes__c, Policy__c, Post_Underwriting_Compliance__c, Pre_Issue_Compliance__c, Pre_Underwriting_Compliance__c, Previously_won_or_lost__c, Pricing_Model_Source__c, Primary_Country__c, Proportional__c, P_Syndicate_Gross_Premium__c, P_Syndicate_Premium__c, Quote_Released_Date__c, Reinsurance_Facultative__c, Reinsurer_Taxes__c, Reinsurer_Taxes_Amount__c, Renewal_Created__c, Renewal_Indicator__c, Renewal_Information__c, Renewed_Opportunity__c, Rest_of_World__c, reviewScope__c, Risk_Category__c, AXA_GNP__c, S1084_S6130_Percentage__c, S6130_Coverholder_Commission__c, S6130_Coverholder_Commission_Amount__c, Syndicate_GGP__c, S6130_Line_Size__c, S6130_Local_Insurer_Commission__c, S6130_Local_Insurer_Commission_Amount__c, S6130_Local_Taxes__c, S6130_Local_Taxes_Amount__c, Syndicate_Percentage__c, S6130_Reinsurance_Broker_Commission__c, S6130_Reinsurance_Broker_Commission_Amou__c, S6130_Retail_Broker_Commission__c, S6130_Retail_Broker_Commission_Amount__c, Short_Name__c, Step__c, Subject_to_NDA__c, Sub_Status__c, Underwriter__c, UW_Reference__c, Renewal_Opportunity__c From Opportunity where Opportunity.Insured_Period_to__c <= NEXT_90_DAYS AND Opportunity.Renewal_Created__c != 'YES' AND (opportunity.StageName = 'Closed - Won' OR opportunity.StageName = 'Closed - Lost')]; List<Opportunity> newOpps=new List<Opportunity>(); for(Opportunity c: InList){ if (c.StageName == 'Closed - Won'){ Opportunity opp = c.clone(); opp.StageName = 'New'; opp.Renewal_Indicator__c = true; Opp.Insured_period_from__c = c.Insured_period_to__c; Opp.Insured_period_to__c = Opp.Insured_period_from__c.adddays(c.Insured_period_from__c.daysbetween(c.Insured_period_to__c)); Opp.CloseDate = Opp.Insured_period_from__c.addmonths(-1); opp.Name = Opp.Insured_period_from__c.year() + '_' + c.Name.substringafter('_'); c.Renewal_Opportunity__c = opp.name; Opp.OwnerID = c.CreatedByID; c.Renewal_Created__c = 'Yes'; Opp.Previously_won_or_lost__c = 'Won'; Opp.Renewed_Opportunity__c = opp.Name; Opp.Renewal_Information__c = 'Original S6130 Line Size was : ' + Opp.S6130_Line_Size__c; newOpps.add(Opp); } if (c.StageName == 'Closed - Lost'){ Opportunity opp = c.clone(); opp.StageName = 'New'; opp.Renewal_Indicator__c = true; Opp.Insured_period_from__c = c.Insured_period_to__c; Opp.Insured_period_to__c = Opp.Insured_period_from__c.adddays(c.Insured_period_from__c.daysbetween(c.Insured_period_to__c)); Opp.CloseDate = Opp.Insured_period_from__c.addmonths(-1); opp.Name = Opp.Insured_period_from__c.year() + '_' + c.Name.substringafter('_'); c.Renewal_Opportunity__c = opp.name; Opp.OwnerID = c.CreatedByID; c.Renewal_Created__c = 'Yes'; Opp.Previously_won_or_lost__c = 'Lost'; Opp.Renewed_Opportunity__c = opp.Name; Opp.Renewal_Information__c = 'Lost Reason : ' + c.Lost_Cancel_Reason__c + ' - comment : ' + c.Lost_Cancelled_Reason_Comment__c + ' - Pricing : ' + c.Lost_Due_to_Pricing_Currency__c + ' ' + c.Lost_Due_to_Pricing_amount__c; Opp.Lost_Cancel_Reason__c = null; Opp.Lost_Cancelled_Reason_Comment__c = null; Opp.Lost_Due_to_Pricing_Currency__c = null; Opp.Lost_Due_to_Pricing_amount__c = null; newOpps.add(Opp); } if(!InList.isEmpty()) { update InList; } } insert newOpps; List<Messaging.SingleEmailMessage> sendEmailList = new List<Messaging.SingleEmailMessage>(); Messaging.SingleEmailMessage email; for(Opportunity opp : newOpps){ email = new Messaging.SingleEmailMessage(); string [] toaddress= New string[]{'stuart.harrison@axa.com'}; email.setSubject('Renewal Opportunity - ' + opp.name); email.setHTMLBody('A new renewal opportnity has been assigned to you : ' + URL.getSalesforceBaseUrl().toExternalForm()+'/'+ opp.id + '<br/>' + '<br/>' + 'The opportunity (' + c.name + ') was previously ' + Opp.Previously_won_or_lost__c + ' and has an insured period to : ' + c.Insured_period_to__c + '<br/>' + 'Details from the previous Opportunity : ' + Opp.Renewal_Information__c); email.setToAddresses(toaddress); sendEmailList.add(email); } if(sendEmailList.size() > 0) { Messaging.sendEmail(sendEmailList); } } global void finish(Database.BatchableContext BC) { } }Let me know if there is any concern.
Thanks,
Abhishek Bansal.
All Answers
The id is generated for the record after the insert statement so you can write the send email code after the insert statemnet. I have modfiied the code as per your requirement. Please find it below:
global class CreateRenewal implements Schedulable { global void execute(SchedulableContext ctx) { List<Opportunity> InList = [Select AccountID, Amount, CloseDate, CreatedByID, Description, ExpectedRevenue, ForecastCategoryName, LeadSource, NextStep, CurrencyIsoCode, Name, OwnerID, RecordTypeID, Pricebook2ID, CampaignID, IsPrivate, Probability, TotalOpportunityQuantity, IqScore, StageName, Type, Compliance__c, Coverholder_Commission__c, Local_Insurer_Commission__c, Local_Taxes__c, Reinsurance_broker_commission__c, Retail_broker_commission__c, Sum_Insured__c, Account_Contact__c, Additional_Amount_in_Oppty_Currency__c, Additional_Countries__c, Additional_tax_commission_cost_descripti__c, AXA_ASR_Pricing_Model_Version__c, Business_Type_Class__c, Cedents_retention__c, Cedents_Retention_Amount__c, Channel__c, Coinsurances_Commissions_from_Brokers__c, Coinsurances_Commissions_to_Brokers__c, Coinsurances_Commissions_to_Coverholder__c, Coinsurances_Percentage__c, Coinsurances_Premium__c, Contract_Type__c, Coverholder__c, Days_to_Quote_Released__c, DB_Competitor__c, Direct_Contact__c, Direct_Source__c, Estimated_S6130_GNP__c, Fast_track__c, Global_GNP__c, Insured_Period_From__c, Insured_Period_To__c, Intermediary_Commission__c, Intermediary_Account__c, Intermediary_Contact__c, Intermediary_Reinsurance_Broker__c, Intermediary_Reinsurance_Contact__c, Layer__c, LoB__c, Local_Insurer__c, Local_Insurer_Commission_Percentage__c, Local_Insurer_Contact__c, Lost_Cancel_Reason__c, Lost_Cancelled_Reason_Comment__c, Lost_Due_to_Pricing_amount__c, Lost_Due_to_Pricing_currency__c, Non_Renewable__c, Opportunity_Channel__c, P_Coverholder_Commission__c, P_Intermediary_Commission__c, P_Local_Insurer_Commission__c, P_Local_Taxes__c, Policy__c, Post_Underwriting_Compliance__c, Pre_Issue_Compliance__c, Pre_Underwriting_Compliance__c, Previously_won_or_lost__c, Pricing_Model_Source__c, Primary_Country__c, Proportional__c, P_Syndicate_Gross_Premium__c, P_Syndicate_Premium__c, Quote_Released_Date__c, Reinsurance_Facultative__c, Reinsurer_Taxes__c, Reinsurer_Taxes_Amount__c, Renewal_Created__c, Renewal_Indicator__c, Renewal_Information__c, Renewed_Opportunity__c, Rest_of_World__c, reviewScope__c, Risk_Category__c, AXA_GNP__c, S1084_S6130_Percentage__c, S6130_Coverholder_Commission__c, S6130_Coverholder_Commission_Amount__c, Syndicate_GGP__c, S6130_Line_Size__c, S6130_Local_Insurer_Commission__c, S6130_Local_Insurer_Commission_Amount__c, S6130_Local_Taxes__c, S6130_Local_Taxes_Amount__c, Syndicate_Percentage__c, S6130_Reinsurance_Broker_Commission__c, S6130_Reinsurance_Broker_Commission_Amou__c, S6130_Retail_Broker_Commission__c, S6130_Retail_Broker_Commission_Amount__c, Short_Name__c, Step__c, Subject_to_NDA__c, Sub_Status__c, Underwriter__c, UW_Reference__c, Renewal_Opportunity__c From Opportunity where Opportunity.Insured_Period_to__c <= NEXT_90_DAYS AND Opportunity.Renewal_Created__c != 'YES' AND (opportunity.StageName = 'Closed - Won' OR opportunity.StageName = 'Closed - Lost')]; List<Opportunity> newOpps=new List<Opportunity>(); for(Opportunity c: InList){ if (c.StageName == 'Closed - Won'){ Opportunity opp = c.clone(); opp.StageName = 'New'; opp.Renewal_Indicator__c = true; Opp.Insured_period_from__c = c.Insured_period_to__c; Opp.Insured_period_to__c = Opp.Insured_period_from__c.adddays(c.Insured_period_from__c.daysbetween(c.Insured_period_to__c)); Opp.CloseDate = Opp.Insured_period_from__c.addmonths(-1); opp.Name = Opp.Insured_period_from__c.year() + '_' + c.Name.substringafter('_'); c.Renewal_Opportunity__c = opp.name; Opp.OwnerID = c.CreatedByID; c.Renewal_Created__c = 'Yes'; Opp.Previously_won_or_lost__c = 'Won'; Opp.Renewed_Opportunity__c = opp.Name; Opp.Renewal_Information__c = 'Original S6130 Line Size was : ' + Opp.S6130_Line_Size__c; newOpps.add(Opp); } if (c.StageName == 'Closed - Lost'){ Opportunity opp = c.clone(); opp.StageName = 'New'; opp.Renewal_Indicator__c = true; Opp.Insured_period_from__c = c.Insured_period_to__c; Opp.Insured_period_to__c = Opp.Insured_period_from__c.adddays(c.Insured_period_from__c.daysbetween(c.Insured_period_to__c)); Opp.CloseDate = Opp.Insured_period_from__c.addmonths(-1); opp.Name = Opp.Insured_period_from__c.year() + '_' + c.Name.substringafter('_'); c.Renewal_Opportunity__c = opp.name; Opp.OwnerID = c.CreatedByID; c.Renewal_Created__c = 'Yes'; Opp.Previously_won_or_lost__c = 'Lost'; Opp.Renewed_Opportunity__c = opp.Name; Opp.Renewal_Information__c = 'Lost Reason : ' + c.Lost_Cancel_Reason__c + ' - comment : ' + c.Lost_Cancelled_Reason_Comment__c + ' - Pricing : ' + c.Lost_Due_to_Pricing_Currency__c + ' ' + c.Lost_Due_to_Pricing_amount__c; Opp.Lost_Cancel_Reason__c = null; Opp.Lost_Cancelled_Reason_Comment__c = null; Opp.Lost_Due_to_Pricing_Currency__c = null; Opp.Lost_Due_to_Pricing_amount__c = null; newOpps.add(Opp); } if(!InList.isEmpty()) { update InList; } } insert newOpps; List<Messaging.SingleEmailMessage> sendEmailList = new List<Messaging.SingleEmailMessage>(); Messaging.SingleEmailMessage email; for(Opportunity opp : newOpps){ email = new Messaging.SingleEmailMessage(); string [] toaddress= New string[]{'stuart.harrison@axa.com'}; email.setSubject('Renewal Opportunity - ' + opp.name); email.setHTMLBody('A new renewal opportnity has been assigned to you : ' + URL.getSalesforceBaseUrl().toExternalForm()+'/'+ opp.id + '<br/>' + '<br/>' + 'The opportunity (' + c.name + ') was previously ' + Opp.Previously_won_or_lost__c + ' and has an insured period to : ' + c.Insured_period_to__c + '<br/>' + 'Details from the previous Opportunity : ' + Opp.Renewal_Information__c); email.setToAddresses(toaddress); sendEmailList.add(email); } if(sendEmailList.size() > 0) { Messaging.sendEmail(sendEmailList); } } global void finish(Database.BatchableContext BC) { } }Let me know if there is any concern.
Thanks,
Abhishek Bansal.
I would request you to close this question so that it will be beneficial for others in future.
Thanks,
Abhishek Bansal.