Apex for Admins Workshop

Apex Workshop for Admins
Salesforce WIT Trichy, India
Salesforce WIT Paris, France
June, 12th 2021
2.30PM (India)
11.00AM (France)

Bavadharani Ganesan
Salesforce Business system analyst
Trichy Women in Tech Group Leader
Doria Hamelryk
Salesforce Solution Architect
Paris Women in Tech Group Leader - MVP

Yosra Saidani
Salesforce Application&System Architect
Paris Women in Tech Group Leader
Yamini Kaapalle
Salesforce Technical Lead

Sarah Chalak
Thierry TROUIN
Technical Expert
Toulouse, France Group Leader
Salesforce MVP

Samuel Rajan
Salesforce Developer
Julie Boncour
Nantes, France Group Leader
Golden Hoodie

Fabrice Challier
Salesforce Technical Lead
Insa Badji

Érica Baggi
Erika McEvilly
Associate Software Engineer

You don’t have an org?
Use this link to create a new one: http://bit.ly/mysforg
Code resources :
All exercices available at: http://bit.ly/apexworkshopwit

1st Part Query Editor
2nd Part Apex Anonymous
3rd Part Apex Triggers
4th Part Code optimization
AGENDA

As an administrator, I need to be able to identify Leads from California,
without using a new List View or Report.
Use case : ﬁnd records

Use case : ﬁnd records with Query Editor

SOQL.txt
Exercice 1

SOQL.txt
Exercice 2

As an administrator, I need to be able to change the Company of the
records retrieved through the Query Editor
Use case : modify records

Use case : modify records with Query Editor
SOQL.txt
Exercice 3

Use case : modify records with Query Editor

As an administrator, I need to be able to create quickly Leads Test data.
Use case : Test Data creation

Introduction to Loops
This is a LIST
This is an INSTANCE
The LIST and the INSTANCE
are of the Type “Rose”
The LIST can be
decompose in several
INSTANCES
Each instance will have an
index representing its
position in the LIST
3
1
5
2
8
4
6 17
9
12
10
11
1 2 3
4 5 6
7 8 9
10 11 12
3
1
5
2
8
4
6 17
9
12
10
11
Going from one instance to the next one
in a LIST is what we call “iterate”.
An iteration is done with a LOOP

Introduction to FOR loops
Rose myFirstRose = new Rose (color='Red');
Rose mySecondRose = new Rose (color='Red');
...
List <Rose> myBouquet = new List <Rose> {myFirstRose, mySecondRose, ...};
For (Rose oneRose : myBouquet){
//do something with my oneRose
// do this until there is no rose left in myBouquet
}
Create the bouquet
Do something with each
rose in the bouquet

List<Lead> : myLeads
Lead : aDev
=> myLeads[0]
Lead : anAdmin
=> myLeads[1]
Lead : aUser
=> myLeads[2]
Next Lead exists? Loop !
Next Lead exists? Loop !
Next Lead exists?
Nop! Exit !
Anonymous.txt
Exercice 1

Ctrl+E
to reopen your
last script
Anonymous.txt
Exercice 2

As an administrator, I need to be able to create Test data for my Leads,
in a batch mode.
Use case : Test Data creation in Batch mode

Anonymous.txt
Exercice 3

As an administrator, I need to be able to replace all Leads having « CA » as
state by « California »
Use case : Update records with Apex Anonymous

Anonymous.txt
Exercice 4

Lead 1 administrator
Lead 3 developer
Lead 5 user
LastName
=
administrator?
List : UpdatedLeads
Lead 1 futureDeveloper
LEAD OBJECT
Lead 3 developer
Lead 5 user
Update
List : Query Results

Anonymous.txt
Exercice 5

Replace
LastName
LEAD OBJECT
Lead 3 developer
Lead 5 user
Update

Saving Records : automation order
Old Record
New Record
See also : https://sforce.co/3ghaFVy

Notion of Trigger.Old and Trigger.New
Old Values (Trigger.Old) New Values (Trigger.New)
Create Record
Update Record
Delete Record

Notion of LIST
List<Lead> myLeads = [Select id,LastName from Lead];
for(Lead leadRecord : myLeads){
// Loop in Records
}
Index Value
0 Lead {Id:00Q8A000005InhUUAS,LastName:James}
1 Lead {Id:00Q8A000005InhTUAS,LastName:Feager}
2 Lead {Id:00Q8A000005InhbUAC,LastName:Cotton}
myLeads
LeadRecord #1
LeadRecord #2
LeadRecord #3
leadRecord #1 = myLeads[0];

Notion of MAP
Map<Id,Lead> myLeads = new Map <Id,Lead>{[Select id,FirstName,LastName from Lead]};
for(Lead leadRecord : myLeads.values()){
// Loop in Records
}
Key Value
00Q8A000005InhUUAS Lead {Id:00Q8A000005InhUUAS,LastName:James}
00Q8A000005InhTUAS Lead {Id:00Q8A000005InhTUAS,LastName:Feager}
00Q8A000005InhbUAC Lead {Id:00Q8A000005InhbUAC,LastName:Cotton}
myLeads
LeadRecord #1
LeadRecord #2
LeadRecord #3
leadRecord #1 = myLeads.get('00Q8A000005InhUUAS');

As a developer, I need the display the old and the new values of my Record
with the Debug Logs.
Use case : display new & old values

Use of LIST in Triggers : Trigger.new
trigger LeadTrigger on Lead (before insert,before update) {
//Trigger.new = 1 or several Records with the new values - Used for creation and update
for(Lead rec : Trigger.new){
System.debug('new LastName >>'+rec.LastName);
}
}
Trigger.txt
Exercice 1.1

Use of LIST in Triggers : Trigger.old
}
//Trigger.old = 1 or several Records with the old values - Used for update and delete
if(Trigger.old!=null) //check if we are in an update or delete event
for(Lead rec : Trigger.old){
System.debug('old LastName >>'+rec.LastName);
}
else System.debug('Trigger.old is null');
}
Trigger.txt
Exercice 1.2

Use of MAP in Triggers
}
//Trigger.old = 1 or several Records with the old values - Used for update and delete
if(Trigger.old!=null) //check if we are in an update or delete event
for(Lead rec : Trigger.old){
System.debug('old LastName >>'+rec.LastName);
}
else System.debug('Trigger.old is null');
system.debug('oldMap contains : ');
for(String idOldRecord : Trigger.oldMap.keyset()){
system.debug('id : '+idOldRecord+'--- LastName : '+Trigger.oldMap.get(idOldRecord).LastName+')');
}
}
Trigger.txt
Exercice 1.3

As a developer, I need the Lead LastName to be saved in uppercase.
Use case : set the LastName to uppercase

//Trigger.new = 1 or several Records with the new values
for(Lead rec : Trigger.new){ //for creations and updates
rec.LastName = rec.LastName.toUppercase();
}
//No need to update the record – new values will be commited to the database.
}
Trigger.txt
Exercice 2

Remember : Trailhead is your best friend !
To access the Trailhead module : https://sforce.co/3ggvsbR

Create a new Class
public class LeadHandler {
}
public class LeadHandler {
public static void upperCaseName(List<Lead> myLeads){
// TODO #2: make a Loop on the list leads, store the record in a variable named LeadRecord
for(Lead leadRecord : myLeads){
// TODO #3: assign to the field LastName the same value, in uppercase
leadRecord.LastName = leadRecord.LastName.toUppercase();
}
}
}
Trigger.txt
Exercice 3.1

trigger LeadTrigger on Lead(before insert,before update) {
//Trigger.new = 1 or several Records with the new values
LeadHandler.upperCaseName(Trigger.new); //call new method created
//No need to update the record – new values will be commited to the database.
}
Call the method from the Trigger
Trigger.txt
Exercice 3.2

As a developer, I need to split the behaviour of the Trigger between the
« Before Insert » and the « Before Update »
Trigger
Before
Insert Update
After
Insert Update

if (trigger.isBefore) {
if(trigger.isUpdate){ // we want to manage the update with a ISCHANGED like
} else if (trigger.isInsert){ // will always be executed
}
}
}
Put the basic logic
Trigger.txt
Exercice 3.3

} else if (trigger.isInsert){ // will always be executed
LeadHandler.upperCaseName(Trigger.new);
}
}
}
Call the method from the Trigger (insert)
Trigger.txt
Exercice 3.4

List<Lead> leadToReallyUpdate = new List<Lead>();
for(Lead record : Trigger.new){
Lead oldRecord = Trigger.oldMap.get(record.Id);
if(record.LastName!=oldRecord.LastName){ // check if ISCHANGED
leadToReallyUpdate.add(record);
}
}
if(leadToReallyUpdate.size()>0) LeadHandler.upperCaseName(leadToReallyUpdate);
} else if (trigger.isInsert){
LeadHandler.upperCaseName(Trigger.new);
}
}
Call the method from the Trigger (update)
Trigger.txt
Exercice 3.5

Erica Erika Fabrice Insa Julie
Samuel Sarah Thierry Yamini Yosra
Bavadharani Doria

Apex for Admins Workshop

Recommended

Recommended

More Related Content

What's hot

What's hot (19)

Similar to Apex for Admins Workshop

Similar to Apex for Admins Workshop (20)

More from Doria Hamelryk

More from Doria Hamelryk (20)

Recently uploaded

Recently uploaded (20)

Apex for Admins Workshop