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Gene T. Newbie Help: Use record owner name to create new record in another object
Hi All,
This is my first attempt at writing an apex trigger and have zero background in coding. The purpose of the code is to create a new account when a new contact is created and is not assigned to an account. Here's what I pieced together:
trigger CreateIndividualAccount on Contact (before insert, before update) {
RecordType arec = [SELECT ID from RecordType WHERE SobjectType='Account' AND Name='Individual' limit 1];
for (Contact c : trigger.new)
{
if(c.AccountID == null)
{
Account[] acc = new Account[0];
string cName = (Owner.Name);
acc.add(new Account (Name = cName, RecordTypeId = arec.Id));
insert acc;
c.AccountID = acc[0].Id;
}
}
}
I get the following error when I attempt to save: Error: Compile Error: Variable does not exist: Owner.Name at line 8 column 29
Please let me know what I am doing wrong, I'm sure it is something really simple.
Cheers
Sorry, did not account for future contacts in same session or new logins...
This should cover it:
trigger CreateIndividualAccount on Contact (before insert) { RecordType arec = [SELECT ID from RecordType WHERE SobjectType='Account' AND Name='Individual' limit 1]; Set<ID> ownerIDS = New Set<ID>(); //Popultae set of Owner IDs for all records in the trigger For(Contact cID :trigger.new) ownerIDS.add(cID.OwnerID); //This will hold the Accounts that were created for each Unique Contact owner in the trigger records Map<ID,Account> mConAccount = New Map<ID,Account>(); //Populate the Map with Existing accounts For(Account a : [Select Name, OwnerID From Account Where Name = :userinfo.getName()]) mConAccount.put(a.ownerID, a); //This is a Map for the OPwner ID to their Names. The Owner.Name is not available in the trigger.new context so you have to query for it Map<ID, User> mOwner = New Map<ID, User>([Select Name from User where ID IN :ownerIDs]); //For each record in the trigger for (Contact c : trigger.new){ //If there is no related account if(c.AccountID == null){ //If there is no mapping to the Contact Owner and a New Account, create it //Only need to create one record as each contact with the specific owner id will be associated with this new account if(!mConAccount.containsKey(c.OwnerID)) mConAccount.put(c.ownerID, New Account(Name = mOwner.get(c.OwnerID).Name, RecordTypeID = arec.id)); } } //Make sure we have Account records to insert if(mConAccount != Null) upsert mConAccount.values(); //Cycle through the records in the new trigger again to insert the appropriate account ids For (Contact con : trigger.new){ //If the Map contains the OwnerID of the current contact in this loop, Add the Account ID to the record if(mConAccount.containsKey(con.OwnerID)) con.AccountID = mConAccount.get(con.OwnerID).id; } }All Answers
To solve the immediate problem:
Should link all new contacts for the owner to the account created for that owner
***Edited, See below*****
Hi Starz,
Thanks for helping me out. I just updated my trigger with the code that you had just provided to me. When I create a new contact, the trigger is not creating a new account or creating a relationship between the contact and account.
I'm a complete noob at this and am having a hard time deciphering your code and figuring out what may be wrong.
Any additioanal guidence would be much appreciated.
Sorry about that...
I forgot to update the correct variables after editing the code...
This is tested and works:
trigger CreateIndividualAccount on Contact (before insert) { RecordType arec = [SELECT ID from RecordType WHERE SobjectType='Account' AND Name='Individual' limit 1]; Set<ID> ownerIDS = New Set<ID>(); //Popultae set of Owner IDs for all records in the trigger For(Contact cID :trigger.new) ownerIDS.add(cID.OwnerID); //This will hold the Accounts that were created for each Unique Contact owner in the trigger records Map<ID,Account> mConAccount = New Map<ID,Account>(); //This is a Map for the OPwner ID to their Names. The Owner.Name is not available in the trigger.new context so you have to query for it Map<ID, User> mOwner = New Map<ID, User>([Select Name from User where ID IN :ownerIDs]); //For each record in the trigger for (Contact c : trigger.new){ //If there is no related account if(c.AccountID == null){ //If there is no mapping to the Contact Owner and a New Account, create it //Only need to create one record as each contact with the specific owner id will be associated with this new account if(!mConAccount.containsKey(c.OwnerID)) mConAccount.put(c.ownerID, New Account(Name = mOwner.get(c.OwnerID).Name, RecordTypeID = arec.id)); } } //Make sure we have Account records to insert if(mConAccount != Null) insert mConAccount.values(); //Cycle through the records in the new trigger again to insert the appropriate account ids For (Contact con : trigger.new){ //If the Map contains the OwnerID of the current contact in this loop, Add the Account ID to the record if(mConAccount.containsKey(con.OwnerID)) con.AccountID = mConAccount.get(con.OwnerID).id; } }This will work for bulk inserts as well
It worked after I removed "Abbott_Account_ID__c = '509834586'" from the code.
You sir are a gentleman & a scholar. I owe you a beer if we ever cross paths in IRL.
Hey Starz,
Sorry to keep bothering you. But I've been trying to trouble shoot an issue. When the user logs out and logs back in, the trigger no longer adds the contacts to the same account, it will aad a new account for every new contact using the contact owner's name.
Sorry, did not account for future contacts in same session or new logins...
This should cover it:
trigger CreateIndividualAccount on Contact (before insert) { RecordType arec = [SELECT ID from RecordType WHERE SobjectType='Account' AND Name='Individual' limit 1]; Set<ID> ownerIDS = New Set<ID>(); //Popultae set of Owner IDs for all records in the trigger For(Contact cID :trigger.new) ownerIDS.add(cID.OwnerID); //This will hold the Accounts that were created for each Unique Contact owner in the trigger records Map<ID,Account> mConAccount = New Map<ID,Account>(); //Populate the Map with Existing accounts For(Account a : [Select Name, OwnerID From Account Where Name = :userinfo.getName()]) mConAccount.put(a.ownerID, a); //This is a Map for the OPwner ID to their Names. The Owner.Name is not available in the trigger.new context so you have to query for it Map<ID, User> mOwner = New Map<ID, User>([Select Name from User where ID IN :ownerIDs]); //For each record in the trigger for (Contact c : trigger.new){ //If there is no related account if(c.AccountID == null){ //If there is no mapping to the Contact Owner and a New Account, create it //Only need to create one record as each contact with the specific owner id will be associated with this new account if(!mConAccount.containsKey(c.OwnerID)) mConAccount.put(c.ownerID, New Account(Name = mOwner.get(c.OwnerID).Name, RecordTypeID = arec.id)); } } //Make sure we have Account records to insert if(mConAccount != Null) upsert mConAccount.values(); //Cycle through the records in the new trigger again to insert the appropriate account ids For (Contact con : trigger.new){ //If the Map contains the OwnerID of the current contact in this loop, Add the Account ID to the record if(mConAccount.containsKey(con.OwnerID)) con.AccountID = mConAccount.get(con.OwnerID).id; } }You are a Rock Star!
I need to move this from our sandbox to our production and need some help.
I know I need to create a test class to test the code, which I have done:
@isTest private class TestCreateIndividualAccount{ static testMethod void validateIndividualAccount() { Contact testnewaccount = new Contact(FirstName='Test',LastName='123'); try{ insert testnewaccount; }catch(DMLException e){ system.assert(false,'An Error occurred inserting the test record:'); } //I just put in my name, as I will be the logged on user. Contact testcontact = [select id,Name,Account.Name from Contact where Account.Name = 'Gene T.' LIMIT 1]; system.assert((testcontact.Account.Name=='Gene T.'),'Trigger fired successfully'); } }I'm a bit lost from there, when I package the two and try to deploy them to production, I get this error:
Failure Message: "System.AssertException: Assertion Failed: An Error occurred inserting the test record:", Failure Stack Trace: "Class.TestCreateIndividualAccount.validateIndividualAccount: line 11, column 1"
I'm guess the account names aren't matching but I may be wrong. Any advice would be helpful.
Anyone?
can you post the debug log?
Your issue is with the managed package rethink....
Not sure what it is doing but the query it is trying to do returns no rows and the way the wrote the query does not handle that sceniero....
Thanks, I just saw that as well. So there is no way I can push this to production with out uninstalling the managed package?
You will have to find out exactly what that managed package needs in order to run with that test record.
The issue will be, even if you uninstall it, you will not be able to use the trigger AND that package after you push it to production......
Once you find out what the packages needs / does, and code for that you will be fine