SOAP API 開発者ガイド
jOwnerChangeOptions
レコードの所有者が変更されると実行できるアクションを表します。これらのオプションは、API バージョン 35.0 以降で使用できます。
OwnerChangeOption 項目
使用方法
複数の取引先の所有者を変更するときは、すべての取引先の古い所有者と新しい所有者が同じでなければなりません。所有者が異なる取引先の所有権を変更するには、個別の API 要求を使用します。
サンプルコード — Java
このサンプルは、取引先と、取引先のメモ、商談、ToDo を作成します。また、取引先と共にメモ、商談、ToDo が新しい所有者に移行されるように所有者変更オプションを設定します。
1public void ownerChangeOptionsHeaderSample() {
2
3 // Create account. Accounts don't transfer activities, notes, or attachments by default
4
5
6 Account account = new Account();
7 account.setName("Account");
8 com.sforce.soap.enterprise.SaveResult[] sr = connection.create(new com.sforce.soap.enterprise.sobject.SObject[] { account } );
9 String accountId = null;
10
11 if(sr[0].isSuccess()) {
12 System.out.println("Successfully saved the account");
13 accountId = sr[0].getId();
14
15 // Create a note, a task, and an opportunity for the account
16
17 Note note = new Note();
18 note.setTitle("Note Title");
19 note.setBody("Note Body");
20 note.setParentId(accountId);
21
22 Task task = new Task();
23 task.setWhatId(accountId);
24
25 Opportunity opportunity = new Opportunity();
26 opportunity.setName("Opportunity");
27 opportunity.setStageName("Prospecting");
28 Calendar dt = connection.getServerTimestamp().getTimestamp();
29 dt.add(Calendar.DAY_OF_MONTH, 7);
30 opportunity.setCloseDate(dt);
31 opportunity.setAccountId(accountId);
32
33 sr = connection.create(new com.sforce.soap.enterprise.sobject.SObject[] { note, task, opportunity } );
34
35 if(sr[0].isSuccess()) {
36 System.out.println("Successfully saved the note, task, and opportunity");
37
38
39 com.sforce.soap.enterprise.QueryResult qr = connection.query("SELECT Id FROM User WHERE FirstName = 'Jane' AND LastName = 'Doe'");
40 String newOwnerId = qr.getRecords()[0].getId();
41 account.setId(accountId);
42 account.setOwnerId(newOwnerId);
43
44 // Set owner change options so account's child note, task, and opportunity transfer to new owner
45 OwnerChangeOption opt1 = new OwnerChangeOption();
46 opt1.setExecute(true);
47 opt1.setType(OwnerChangeOptionType.TransferOwnedOpenOpportunities); // Transfer Open opportunities owned by the account's owner
48
49 OwnerChangeOption opt2 = new OwnerChangeOption();
50 opt2.setExecute(true);
51 opt2.setType(OwnerChangeOptionType.TransferOpenActivities);
52
53 OwnerChangeOption opt3 = new OwnerChangeOption();
54 opt3.setExecute(true);
55 opt3.setType(OwnerChangeOptionType.TransferNotesAndAttachments);
56
57 connection.setOwnerChangeOptions(new OwnerChangeOption[] {opt1, opt2, opt3});
58 connection.update(new com.sforce.soap.enterprise.sobject.SObject[] { account } );
59
60 // The account's note, task, and opportunity should be transferred to the new owner.
61 }
62
63 } else {
64 System.out.println("Account save failed: " + sr[0].getErrors().toString());
65 }
66}