• Victor Nguyen 13
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Hi everyone,

I'm having trouble setting up on process builder. I want it to invoke another process 4 days (weekend excluded) after created date when no Activity and no StageName updated.

Below is the formula that trigger the action
MOD([Opportunity].Opportunity_Age__c , 1) = 0 && 
ISNULL([Opportunity].Last_Activity_Subject__c) &&
ISPICKVAL([Opportunity].StageName , 'New')

Where Opportunity_Age__c is a formula fields (return type is Number): 
(5 * ( FLOOR( ( NOW() - DATETIMEVALUE("1900-01-08 00:00:00")) / 7 ) ) + MIN( 5, MOD( NOW() - DATETIMEVALUE("1900-01-08 00:00:00"), 7 ) ) )
-
(5 * ( FLOOR( ( DATETIMEVALUE(CreatedDate) - DATETIMEVALUE("1900-01-08 00:00:00") ) / 7 ) ) + MIN( 5, MOD( DATETIMEVALUE(CreatedDate) - DATETIMEVALUE("1900-01-08 00:00:00"), 7 ) ) )

It doesn't work for some reasons. Please give me some advice on this.
 
Hi everyone,

My sales users want to associate multiple campaigns to ONE opportunity. I have created 1 more lookup field called "Secondary Campaign". Now, they want to add another campaign, I don't want to create another lookup field.

Is there anyway that we can associate multiple campaigns to one opportunity?

Thanks in advance.
Hi everyone,

I want to Round Robin the opportunity if it's not contacted by 3 days. If a representative get 5 cycles of Round Robin, the Director will get notification.

How can I start with this project? I'm thinking using Process Builder, but it wouldn't work for the second part.

Please give me some advice on this. Thank you!
Hi everyone,

My users are using Salesforce Extension to log emails. They want to send a mass emails to different contacts.

Is there a way that they can log emails to every contacts that they send a mass email to?

Thank you in advance.

Hi everyone,

I'm new to Salesforce and Apex coding. I'm making a function so that user can upload a csv file to generate opportunity and contact. However, it hit the SOQL queries limit, I was able to upload maximum 12 rows.

I need to insert Contact first, in order to get an Contact Id and put it in Opportunity. Since I put the queries inside For loops plus other triggers, it exceeded the queries limit.

I'm planning to create an Apex Batch Process, but not sure if it will solve the problem.

Below is the Apex code and Visualforce page:

Apex:

public class FileUploader {
    private ApexPages.StandardController std;
    public string nameFile{get;set;}
    public Blob contentFile{get;set;}
    public Date closeDate {get;set;}
    public Id recordType {get;set;}
    public Id ownerId {get; set;}
    public List<opportunity> opplist{get;set;}
    public Contact con {get; set;}
    public Opportunity opp {get; set;}
    
    private final String integrationName = 'Inquiry Import';
    String campaignlookup;
    String[] filelines = new String[]{};
        
    public List<SelectOption> repSelectOptions {get {
        List<SelectOption> repSelectOptions = new List<SelectOption> {new SelectOption('','Select One')};
        for (User u : [SELECT Id, Name
                       FROM User 
                       WHERE UserType = 'Standard' AND 
                       IsActive = true
                       ORDER BY Name asc]) {
        	repSelectOptions.add(new SelectOption(u.Id, u.Name));
        }
        return repSelectOptions;
    }}
    
    public List<SelectOption> recordOptions {get {
        List<SelectOption> recordOptions = new List<SelectOption>{new SelectOption('','Select One')};
        
        for (RecordType r : [SELECT Id, Name FROM RecordType WHERE sobjecttype = 'Opportunity']) {
            recordOptions.add(new SelectOption(r.Id, r.Name));
        }
        return recordOptions;
    }}
    
    {
        initializeObjects();
    }
            
    public void initializeObjects() {
        con = new Contact();
        opp = new Opportunity();
    }
    
    public FileUploader() {
		opplist = New List<Opportunity>(); 
	}
    
    /***This function reads the CSV file and inserts records into objects. ***/
    public Pagereference ReadFile()
    {
        opplist.clear();
        try{
                //Convert the uploaded file which is in BLOB format into a string
                nameFile =blobToString( contentFile,'ISO-8859-1');
                
                //Now sepatate every row of the csv file
                filelines = nameFile.split('\n');
                
                //Iterate through every line and create a Record for each row
                for (Integer i=1; i<filelines.size(); i++)
                {                                       
                    String[] inputvalues = new String[]{};
                    inputvalues = filelines[i].split(',');
                    
                    con.FirstName = inputvalues[0] ;             
                 	con.LastName = inputvalues[1];
                 	con.MobilePhone = inputvalues[2];
                 	con.Personal_Email__c = inputvalues[3];
                 	con.OwnerId = this.ownerId;
                 	con.Integration__c = this.integrationName;
                 	insert con;
                 
                 	Contact queriedCon = [SELECT Id, FirstName, LastName, AccountId FROM Contact WHERE Id = :con.Id];
                 	opp.CloseDate = this.closeDate;
                 	opp.RecordTypeId = this.recordType;
                 	opp.OwnerId = this.ownerId;
				 	opp.Contact__c = queriedCon.Id;
				 	opp.AccountId = queriedCon.AccountId;
				 	opp.Name = queriedCon.FirstName + ' ' + queriedCon.LastName;
                 	opp.Program_of_Interest__c = inputvalues[4];
                    campaignlookup = inputvalues[5];
                    Campaign[] campaignId = [SELECT Id FROM Campaign WHERE Name = :campaignlookup];
                    if (campaignId.size() > 0) {
                        opp.CampaignId = campaignId[0].Id;
                    }
                 	opp.StageName = 'New';
        		 	opp.Integration__c = this.integrationName;
                 	insert opp;
                    opplist.add(opp);
                 
                 	Integration_Origin__c origin = new Integration_Origin__c();
        		 	origin.Contact__c = queriedCon.id;
        		 	origin.Opportunity__c = opp.id;
        		 	origin.Integration__c = [SELECT Id FROM Integration__c WHERE Name = :this.integrationName].Id;
        		 	insert origin;
                 
                 	initializeObjects();
                    campaignlookup = null;
                }
         }
         catch(Exception e){
             	initializeObjects();
                ApexPages.Message errormsg = new ApexPages.Message(ApexPages.severity.ERROR,'An error has occured reading the CSV file '+e.getMessage());
                ApexPages.addMessage(errormsg);
         }               
        return null;
    }
    
    public List<Opportunity> getuploadedOpp () {
        return opplist;
    }
        /**
         This function converts the input CSV file in BLOB format into a string
        @param input    Blob data representing correct string in @inCharset encoding
        @param inCharset    encoding of the Blob data
     */
    public static String blobToString(Blob input, String inCharset){
        String hex = EncodingUtil.convertToHex(input);
        System.assertEquals(0, hex.length() & 1);
        final Integer bytesCount = hex.length() >> 1;
        String[] bytes = new String[bytesCount];
        for(Integer i = 0; i < bytesCount; ++i)
            bytes[i] =  hex.mid(i << 1, 2);
        return EncodingUtil.urlDecode('%' + String.join(bytes, '%'), inCharset);
    }
}

Visualforce Page:
 
<apex:page sidebar="false" controller="FileUploader" docType="html-5.0" lightningStylesheets="true">
    <apex:slds />
   <apex:form >
      <apex:sectionHeader title="Upload data from CSV file"/>
      <apex:pagemessages />
       
      <apex:pageBlock >
          <apex:pageBlockSection id="RequiredBlock" rendered="true" title="Required Information">		            
            <apex:input required="true" type="date" label="Expected Start Date"  value="{!CloseDate}"/>
            <apex:selectList required="true" id="recordtypeSelection" size="1" label="Student Type" value="{!recordType}">
            	<apex:selectOptions value="{!recordOptions}"/>
            </apex:selectList>
            <apex:selectList required="true" id="userSelect" size="1" label="Advisor" value="{!ownerId}">
            	<apex:selectOptions value="{!repSelectOptions}"/>
            </apex:selectList>
          </apex:pageBlockSection>
      </apex:pageBlock> 
       
      <apex:pageBlock >
             <!--  Component to allow user to upload file from local machine -->
             <center>
              <apex:inputFile value="{!contentFile}" filename="{!nameFile}" /> <apex:commandButton action="{!ReadFile}" value="Upload File" id="theButton" style="width:100px;"/>
              <br/> <br/> <font color="red"> <b>Note: Please use the standard template to upload Records. <a href="https://universities.my.salesforce.com/sfc/p/6A000000voho/a/3s000000PTVs/HzZ5Kbu_BdhxG51fDbiHaTMZHguLFRg6gjYC2e75BIg" target="_blank"> Click here </a> to download the template. </b> </font>
             </center>  
       </apex:pageBlock> 
      <!-- After the user clicks the 'Upload File' button, this section displays the inserted data -->
       <apex:pageBlock title="Successfully Imported Students">
      
          <apex:pageblocktable value="{!opplist}" var="opp" rendered="{!NOT(ISNULL(opplist))}">
          <apex:column headerValue="Opportunity ID">
              <apex:outputField value="{!opp.Id}"/>
          </apex:column>
          <apex:column headerValue="Opportunity Name">
              <apex:outputField value="{!opp.Name}"/>
          </apex:column>
          <apex:column headerValue="Expected Starte Date">
              <apex:outputField value="{!opp.CloseDate}"/>
          </apex:column>
          <apex:column headerValue="Campaign Source">
              <apex:outputField value="{!opp.CampaignId}"/>
          </apex:column>
          <apex:column headerValue="Opportunity Owner">
              <apex:outputField value="{!opp.OwnerId}"/>
          </apex:column>
      </apex:pageblocktable>            
       </apex:pageBlock>
           
   </apex:form>   
</apex:page>

 

Hello,
I'm using Webhook to retrieve data from a Form provider. Data is in json format. I would like to map the data to each field of Contact and Opportunity in order to create an Opportunity. I want to map the data to these to Maps

Map<String,String> contactMap = new Map<String,String>();
Map<String,String> opportunityMap = new Map<String,String>();
  
From there, I already wrote a class to create an Opportunity. All I need is to map the data to that map.

Does anyone know how to do that, I'm new to Apex and Salesforce?
Thank you in advance.
I'm trying to create an integration between Jotform and Salesforce via Webhook. Can you please help me find the Post Variable Name so that I can use it to code?
Thanks in advance.
Hi everyone,

My sales users want to associate multiple campaigns to ONE opportunity. I have created 1 more lookup field called "Secondary Campaign". Now, they want to add another campaign, I don't want to create another lookup field.

Is there anyway that we can associate multiple campaigns to one opportunity?

Thanks in advance.

Hi everyone,

I'm new to Salesforce and Apex coding. I'm making a function so that user can upload a csv file to generate opportunity and contact. However, it hit the SOQL queries limit, I was able to upload maximum 12 rows.

I need to insert Contact first, in order to get an Contact Id and put it in Opportunity. Since I put the queries inside For loops plus other triggers, it exceeded the queries limit.

I'm planning to create an Apex Batch Process, but not sure if it will solve the problem.

Below is the Apex code and Visualforce page:

Apex:

public class FileUploader {
    private ApexPages.StandardController std;
    public string nameFile{get;set;}
    public Blob contentFile{get;set;}
    public Date closeDate {get;set;}
    public Id recordType {get;set;}
    public Id ownerId {get; set;}
    public List<opportunity> opplist{get;set;}
    public Contact con {get; set;}
    public Opportunity opp {get; set;}
    
    private final String integrationName = 'Inquiry Import';
    String campaignlookup;
    String[] filelines = new String[]{};
        
    public List<SelectOption> repSelectOptions {get {
        List<SelectOption> repSelectOptions = new List<SelectOption> {new SelectOption('','Select One')};
        for (User u : [SELECT Id, Name
                       FROM User 
                       WHERE UserType = 'Standard' AND 
                       IsActive = true
                       ORDER BY Name asc]) {
        	repSelectOptions.add(new SelectOption(u.Id, u.Name));
        }
        return repSelectOptions;
    }}
    
    public List<SelectOption> recordOptions {get {
        List<SelectOption> recordOptions = new List<SelectOption>{new SelectOption('','Select One')};
        
        for (RecordType r : [SELECT Id, Name FROM RecordType WHERE sobjecttype = 'Opportunity']) {
            recordOptions.add(new SelectOption(r.Id, r.Name));
        }
        return recordOptions;
    }}
    
    {
        initializeObjects();
    }
            
    public void initializeObjects() {
        con = new Contact();
        opp = new Opportunity();
    }
    
    public FileUploader() {
		opplist = New List<Opportunity>(); 
	}
    
    /***This function reads the CSV file and inserts records into objects. ***/
    public Pagereference ReadFile()
    {
        opplist.clear();
        try{
                //Convert the uploaded file which is in BLOB format into a string
                nameFile =blobToString( contentFile,'ISO-8859-1');
                
                //Now sepatate every row of the csv file
                filelines = nameFile.split('\n');
                
                //Iterate through every line and create a Record for each row
                for (Integer i=1; i<filelines.size(); i++)
                {                                       
                    String[] inputvalues = new String[]{};
                    inputvalues = filelines[i].split(',');
                    
                    con.FirstName = inputvalues[0] ;             
                 	con.LastName = inputvalues[1];
                 	con.MobilePhone = inputvalues[2];
                 	con.Personal_Email__c = inputvalues[3];
                 	con.OwnerId = this.ownerId;
                 	con.Integration__c = this.integrationName;
                 	insert con;
                 
                 	Contact queriedCon = [SELECT Id, FirstName, LastName, AccountId FROM Contact WHERE Id = :con.Id];
                 	opp.CloseDate = this.closeDate;
                 	opp.RecordTypeId = this.recordType;
                 	opp.OwnerId = this.ownerId;
				 	opp.Contact__c = queriedCon.Id;
				 	opp.AccountId = queriedCon.AccountId;
				 	opp.Name = queriedCon.FirstName + ' ' + queriedCon.LastName;
                 	opp.Program_of_Interest__c = inputvalues[4];
                    campaignlookup = inputvalues[5];
                    Campaign[] campaignId = [SELECT Id FROM Campaign WHERE Name = :campaignlookup];
                    if (campaignId.size() > 0) {
                        opp.CampaignId = campaignId[0].Id;
                    }
                 	opp.StageName = 'New';
        		 	opp.Integration__c = this.integrationName;
                 	insert opp;
                    opplist.add(opp);
                 
                 	Integration_Origin__c origin = new Integration_Origin__c();
        		 	origin.Contact__c = queriedCon.id;
        		 	origin.Opportunity__c = opp.id;
        		 	origin.Integration__c = [SELECT Id FROM Integration__c WHERE Name = :this.integrationName].Id;
        		 	insert origin;
                 
                 	initializeObjects();
                    campaignlookup = null;
                }
         }
         catch(Exception e){
             	initializeObjects();
                ApexPages.Message errormsg = new ApexPages.Message(ApexPages.severity.ERROR,'An error has occured reading the CSV file '+e.getMessage());
                ApexPages.addMessage(errormsg);
         }               
        return null;
    }
    
    public List<Opportunity> getuploadedOpp () {
        return opplist;
    }
        /**
         This function converts the input CSV file in BLOB format into a string
        @param input    Blob data representing correct string in @inCharset encoding
        @param inCharset    encoding of the Blob data
     */
    public static String blobToString(Blob input, String inCharset){
        String hex = EncodingUtil.convertToHex(input);
        System.assertEquals(0, hex.length() & 1);
        final Integer bytesCount = hex.length() >> 1;
        String[] bytes = new String[bytesCount];
        for(Integer i = 0; i < bytesCount; ++i)
            bytes[i] =  hex.mid(i << 1, 2);
        return EncodingUtil.urlDecode('%' + String.join(bytes, '%'), inCharset);
    }
}

Visualforce Page:
 
<apex:page sidebar="false" controller="FileUploader" docType="html-5.0" lightningStylesheets="true">
    <apex:slds />
   <apex:form >
      <apex:sectionHeader title="Upload data from CSV file"/>
      <apex:pagemessages />
       
      <apex:pageBlock >
          <apex:pageBlockSection id="RequiredBlock" rendered="true" title="Required Information">		            
            <apex:input required="true" type="date" label="Expected Start Date"  value="{!CloseDate}"/>
            <apex:selectList required="true" id="recordtypeSelection" size="1" label="Student Type" value="{!recordType}">
            	<apex:selectOptions value="{!recordOptions}"/>
            </apex:selectList>
            <apex:selectList required="true" id="userSelect" size="1" label="Advisor" value="{!ownerId}">
            	<apex:selectOptions value="{!repSelectOptions}"/>
            </apex:selectList>
          </apex:pageBlockSection>
      </apex:pageBlock> 
       
      <apex:pageBlock >
             <!--  Component to allow user to upload file from local machine -->
             <center>
              <apex:inputFile value="{!contentFile}" filename="{!nameFile}" /> <apex:commandButton action="{!ReadFile}" value="Upload File" id="theButton" style="width:100px;"/>
              <br/> <br/> <font color="red"> <b>Note: Please use the standard template to upload Records. <a href="https://universities.my.salesforce.com/sfc/p/6A000000voho/a/3s000000PTVs/HzZ5Kbu_BdhxG51fDbiHaTMZHguLFRg6gjYC2e75BIg" target="_blank"> Click here </a> to download the template. </b> </font>
             </center>  
       </apex:pageBlock> 
      <!-- After the user clicks the 'Upload File' button, this section displays the inserted data -->
       <apex:pageBlock title="Successfully Imported Students">
      
          <apex:pageblocktable value="{!opplist}" var="opp" rendered="{!NOT(ISNULL(opplist))}">
          <apex:column headerValue="Opportunity ID">
              <apex:outputField value="{!opp.Id}"/>
          </apex:column>
          <apex:column headerValue="Opportunity Name">
              <apex:outputField value="{!opp.Name}"/>
          </apex:column>
          <apex:column headerValue="Expected Starte Date">
              <apex:outputField value="{!opp.CloseDate}"/>
          </apex:column>
          <apex:column headerValue="Campaign Source">
              <apex:outputField value="{!opp.CampaignId}"/>
          </apex:column>
          <apex:column headerValue="Opportunity Owner">
              <apex:outputField value="{!opp.OwnerId}"/>
          </apex:column>
      </apex:pageblocktable>            
       </apex:pageBlock>
           
   </apex:form>   
</apex:page>