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Ashok Reddy 216Ashok Reddy 216 

hi all, please help me on below given task

I have created a picklist field called role in contact object with values manager,lead,developer and created one field called role in account object.
now my requirement is i have 3 contacts to one account with roles manager,lead, developer . I need to write a trigger to update  account role field with manager in this case.
If i have two contacts to account with roles lead and developer at that time i need to update account role with lead.
Shubham Jain 338Shubham Jain 338
Hi Ashok,
Please find the working code which covers all the scenarios of the requirement.

trigger ContactTrigger on Contact (after insert, after update, after delete, after undelete) {
    
    List<Contact> contactList = Trigger.isDelete ? Trigger.Old : Trigger.New;
    Set<Id> accountIdSet = new Set<Id>();
    for (Contact con : contactList) {
        if (Trigger.isUpdate) {
            if (con.Role__c != Trigger.oldMap.get(con.Id).Role__c || con.AccountId != Trigger.oldMap.get(con.Id).AccountId) {
                if (con.AccountId != null) accountIdSet.add(con.AccountId);
            }
            if (con.AccountId != Trigger.oldMap.get(con.Id).AccountId) {
                if (Trigger.oldMap.get(con.Id).AccountId != null) accountIdSet.add(Trigger.oldMap.get(con.Id).AccountId);
            }
        } else if (con.AccountId != null && con.Role__c != null) {
            accountIdSet.add(con.AccountId);
        }
    }
    
    if (accountIdSet.size() > 0) {
        List<Account> accountList = [SELECT Id, (SELECT Id, Role__c FROM Contacts ORDER BY Role__c DESC LIMIT 1) FROM Account WHERE Id IN :accountIdSet];
        if (accountList.size() > 0) {
            for (Account acc : accountList) {
                if (acc.contacts.size() > 0) {
                    acc.Role__c = acc.contacts[0].Role__c;
                } else {
                    acc.Role__c = '';
                }
            }
            update accountList;
        }
    }  
}

Please mark this as the best answer if it helps.

Thanks
Shubham Jain
Shubham Jain 338Shubham Jain 338
Hi,
I have sorted in DESC order as I have created a picklist as Developer, Lead, and Manager in that order. So either you change the picklist order or you can remove DESC from Query and it will work the same.
Hope it helps.

Thanks
Shubham Jain
Shubham Jain 338Shubham Jain 338
Hi Ashok,
Please consider this as the final optmized code as we only need to update account if Role need to update on Account

trigger ContactTrigger on Contact (after insert, after update, after delete, after undelete) {
    
    List<Contact> contactList = Trigger.isDelete ? Trigger.Old : Trigger.New;
    Set<Id> accountIdSet = new Set<Id>();
    for (Contact con : contactList) {
        if (Trigger.isUpdate) {
            if (con.Role__c != Trigger.oldMap.get(con.Id).Role__c || con.AccountId != Trigger.oldMap.get(con.Id).AccountId) {
                if (con.AccountId != null) accountIdSet.add(con.AccountId);
            }
            if (con.AccountId != Trigger.oldMap.get(con.Id).AccountId) {
                if (Trigger.oldMap.get(con.Id).AccountId != null) accountIdSet.add(Trigger.oldMap.get(con.Id).AccountId);
            }
        } else if (con.AccountId != null && String.isNotEmpty(con.Role__c)) {
            accountIdSet.add(con.AccountId);
        }
    }
    
    if (accountIdSet.size() > 0) {
        List<Account> accountList = [SELECT Id, (SELECT Id, Role__c FROM Contacts ORDER BY Role__c LIMIT 1) FROM Account WHERE Id IN :accountIdSet];
        if (accountList.size() > 0) {
            List<Account> accountListToUpdate = new List<Account>();
            for (Account acc : accountList) {
                if (acc.contacts.size() > 0 && acc.Role__c != acc.contacts[0].Role__c) {
                    acc.Role__c = acc.contacts[0].Role__c;
                    accountListToUpdate.add(acc);
                } else if (String.isNotEmpty(acc.Role__c)){
                    acc.Role__c = '';
                    accountListToUpdate.add(acc);
                }
            }
            if (accountListToUpdate.size() > 0) update accountListToUpdate;
        }
    }  
}


Please mark this as the best answer if it helps.

Thanks
Shubham Jain