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Michael M Help creating hyperlink from trigger
Hello, we have a trigger on Lead that creates a Contact based on 2 fields from the Lead . After the Contact is inserted, we want to turn the Lead field that contains the name of the Contact to turn into a hyperlink with a link to that Contact record. I built a trigger, but it is not working, and I am not sure why not. Can someone please help. Here is the trigger:
trigger ContactsTrigger on Contact (after insert) {
// add mobilephone to set and assign id variable
Set<String> contactNumSet = new Set<String>();
Id newConId;
for (contact c : trigger.new){
if (c.mobilephone != null){
newConId = c.id;
contactNumSet.add(c.mobilephone);
}
}
//query related lead
List<Lead> refsToInvestigate = new List<Lead>();
List<Lead> refsToUpdate = new List<Lead>();
String nok1;
refsToInvestigate = [select emergency_contact_phone__c from Lead where emergency_contact_phone__c = :contactNumSet];
for (Lead ref : refsToInvestigate){
nok1 = ref.NextofKin__c; }
for (Lead refer : refsToInvestigate){
refer.nextofkin__c = '<a href=https://centers--partial.lightning.force.com/'+newConId+'>'+nok1+ '</a>' ;
refsToUpdate.add(refer); }
update refsToUpdate;
}
trigger ContactsTrigger on Contact (after insert) {
// add mobilephone to set and assign id variable
Set<String> contactNumSet = new Set<String>();
Id newConId;
for (contact c : trigger.new){
if (c.mobilephone != null){
newConId = c.id;
contactNumSet.add(c.mobilephone);
}
}
//query related lead
List<Lead> refsToInvestigate = new List<Lead>();
List<Lead> refsToUpdate = new List<Lead>();
String nok1;
refsToInvestigate = [select emergency_contact_phone__c from Lead where emergency_contact_phone__c = :contactNumSet];
for (Lead ref : refsToInvestigate){
nok1 = ref.NextofKin__c; }
for (Lead refer : refsToInvestigate){
refer.nextofkin__c = '<a href=https://centers--partial.lightning.force.com/'+newConId+'>'+nok1+ '</a>' ;
refsToUpdate.add(refer); }
update refsToUpdate;
}
Observations from your code.
1. Filtering SOQL with LeadIds for Uniqueness (rather than filtering it with MobileNumber, there could be a possibility for duplicacy of records contains same mobile number)
2. I hope there is only one Contact associated with Lead as Lead's field will be updated with that Contact only. If not, then only latest/newly created Contact will be updated on Lead's field.
You can try with something below:
trigger ContactsTrigger on Contact (after insert) {
// add mobilephone to set and assign id variable
Set<Id> leadId = new Set<Id>();
for (contact c : trigger.new){
if (c.leadId != null){
leadId.add(c.leadId);
}
}
List<Lead>leadList = new List<Lead>([SELECT nextofkin__c,(SELECT Id,lastName FROM Contacts) FROM Lead WHERE Id IN:leadId]);
List<Lead> leadToUpdate = new List<Lead>();
for(Lead ld : leadList){
for(Contact con : ld.Contacts){
ld.nextofkin__c = HYPERLINK("/" & con.Id, con.lastName, '_self');
leadToUpdate.add(ld);
}
}
if(leadToUpdate.size()>0){
update leadToUpdate;
}
Share your thoughts,
Thanks,
Sucharita
All Answers
Observations from your code.
1. Filtering SOQL with LeadIds for Uniqueness (rather than filtering it with MobileNumber, there could be a possibility for duplicacy of records contains same mobile number)
2. I hope there is only one Contact associated with Lead as Lead's field will be updated with that Contact only. If not, then only latest/newly created Contact will be updated on Lead's field.
You can try with something below:
trigger ContactsTrigger on Contact (after insert) {
// add mobilephone to set and assign id variable
Set<Id> leadId = new Set<Id>();
for (contact c : trigger.new){
if (c.leadId != null){
leadId.add(c.leadId);
}
}
List<Lead>leadList = new List<Lead>([SELECT nextofkin__c,(SELECT Id,lastName FROM Contacts) FROM Lead WHERE Id IN:leadId]);
List<Lead> leadToUpdate = new List<Lead>();
for(Lead ld : leadList){
for(Contact con : ld.Contacts){
ld.nextofkin__c = HYPERLINK("/" & con.Id, con.lastName, '_self');
leadToUpdate.add(ld);
}
}
if(leadToUpdate.size()>0){
update leadToUpdate;
}
Share your thoughts,
Thanks,
Sucharita
Thank you so much for this idea. I am running into an error on the link with HYPERLINK .
Here is the line as I wrote it:
ld.nextofkin__c = HYPERLINK('/' + con.Id, con.lastName, '_self');
Here is the error on the bottom:
Method does not exist or incorrect signature: void HYPERLINK(String, String, String) from the type ContactsTrigger
Please check the below link:
https://help.salesforce.com/articleView?id=tips_for_using_hyperlink_formula_fields.htm&type=5
Thanks,
Sucharita
String fieldvalue = lead.NextofKin__c;
fieldValue = fieldValue.replaceAll('<[^>]+>',' ');
ld.nextofkin__c = '<a href=https://centers--partial.lightning.force.com/'+con.id+'>'+fieldValue+ '</a>';
We could actually have more than 1 Contact (we can have up to 3) associated with the Lead. E.g. Next of Kin 2 and Next of Kin 3. Is there any way to adjust the trigger to include those as well?