Author Archives: Biswajeet

About Biswajeet

Biswajeet is my Name, Success is my Aim and Challenge is my Game. Risk & Riding is my Passion and Hard Work is my Occupation. Love is my Friend, Perfection is my Habit and Smartness is my Style. Smiling is my Hobby, Politeness is my Policy and Confidence is my Power.

Attach Dynamic Attachment to Salesforce Email Template

Sometimes we need to attach dynamic attachment to a Salesforce email template. So, following are the steps to create dynamic attachments for an email template.

  • Create a Visualforce Page and an apex controller to generate a PDF document.
  • Create a Visualforce Page Component and an apex controller for Visualforce Email Template.

VF Page for PDF(ProposalPDF):

<apex:page controller="ProposalPDFController" applyHtmlTag="false" applyBodyTag="false" showHeader="false" sidebar="false">
    <html>
        Proposal Name:  <apex:outputText value="{!Opp.Name}" escape="false"/><br/>
        Proposal For:  <apex:outputText value="{!Opp.Account.Name}" escape="false"/><br/>
        Proposal Amount:  <apex:outputText value="{!Opp.Amount}" escape="false"/><br/>
    </html>
</apex:page>

Apex Controller for PDF VF Page(ProposalPDFController):

public class ProposalPDFController {
    
    public String OpportunityId {
        get{
            if(OpportunityId == null && ApexPages.currentPage().getParameters().get('id') != null){
                OpportunityId = ApexPages.currentPage().getParameters().get('id');
            }
            return OpportunityId;
        }
        set;
    }
    
    public Opportunity Opp {
        get{
            return [SELECT Id, Name, Account.Name, Amount  FROM Opportunity WHERE Id = :OpportunityId LIMIT 1];
        }
        set;
    }
}

VF Page Component for VF Page Email Template(ProposalAttachment):

<apex:component controller="ProposalAttachmentController" access="global">
    <apex:attribute name="oppId" description="Opportunity Record Id" assignTo="{!opportunityId}" type="Id" />
    <apex:outputText value="{!PagePDFContent}" escape="false" />
</apex:component>

Apex Controller for VF Page Component(ProposalAttachmentController):

global class ProposalAttachmentController {
    
    global String PagePDFContent{ get; set; }
    global String opportunityId{ 
        get; 
        set {
            UpdatePDFContent(value);
        } 
    }
    
    public void UpdatePDFContent(String opportunityId) {
        try {
            PageReference pageRef = Page.ProposalPDF;
            pageRef.getParameters().put('id', opportunityId);
            PagePDFContent = pageRef.getContent().toString().replace('<html style="display:none !important;">', '<html>');
        }catch(System.Exception ex){}
    }
}

Note: The Email Template can be used for Workflow Rule, Process Builder, Approval Process, Flow etc.

Lightning Custom Datatable With Pagination

Apex Class:

public class AccountController {
    
    @AuraEnabled//Get Account Records
    public static List<Account> getAccountList(Integer pageSize, Integer pageNumber){
        List<Account> accList = new List<Account>();
        ApexPages.StandardSetController ssc = new ApexPages.StandardSetController(Database.getQueryLocator('SELECT Id, Name, AccountNumber, Industry, Phone FROM Account'));
        ssc.setpagesize(pageSize);
        ssc.setPageNumber(pageNumber);
        accList = (List<Account>)ssc.getRecords();
        return accList;
    }
}

Lightning Component:

<aura:component implements="flexipage:availableForAllPageTypes,force:appHostable" controller="AccountController">
    
    <!--Declare Attributes-->
    <aura:attribute name="accList" type="Account[]"/>
    <aura:attribute name="pageNumber" type="Integer" default="1"/>
    <aura:attribute name="pageSize" type="Integer" default="10"/>
    <aura:attribute name="isLastPage" type="Boolean" default="false"/>
    <aura:attribute name="dataSize" type="Integer" default="0"/>
    <!--Declare Handler-->
    <aura:handler name="init" action="{!c.doInit}" value="{!this}"/>
    
    <!--Component Start-->
    <div class="slds-m-around--xxx-large">               
        
        <lightning:card>
            <aura:set attribute="title">
                Account
            </aura:set>
            <aura:set attribute="footer">
                <div class="slds-align_absolute-center"> 
                    <div class="slds-p-right_xx-small">
                        <lightning:button label="Prev"
                                          onclick="{!c.handlePrev}"
                                          disabled="{! v.pageNumber == 1}"
                                          variant="brand"
                                          iconName="utility:back"
                                          name="prev"/>
                    </div>
                    <span class="slds-badge slds-badge_lightest">
                        Page {!v.pageNumber} | Showing records from {! ((v.pageNumber-1)*v.pageSize)+' to '+((v.pageNumber-1)*v.pageSize+v.dataSize)}
                    </span>
                    <div class="slds-p-left_xx-small">
                        <lightning:button label="Next"
                                          disabled="{!v.isLastPage}"
                                          onclick="{!c.handleNext}" 
                                          variant="brand"
                                          iconName="utility:forward"
                                          iconPosition="right"
                                          name="next"/>
                    </div>
                </div>  
                
            </aura:set>
            <table class="slds-table slds-table_cell-buffer slds-table_bordered">
                <thead>
                    <tr class="slds-line-height_reset slds-text-title_caps">
                        <th  class="slds-is-resizable" scope="col">
                            <div class="slds-truncate" title="Name">
                                Name
                            </div>
                        </th>
                        <th  class="slds-is-resizable" scope="col">
                            <div class="slds-truncate" title="Account Number">
                                Account Number
                            </div>
                        </th>
                        <th class="slds-is-resizable" scope="col">
                            <div class="slds-truncate" title="Industry">
                                Industry
                            </div>
                        </th>
                        <th class="slds-is-resizable" scope="col">
                            <div class="slds-truncate" title="Phone">
                                Phone
                            </div>
                        </th>
                        <th scope="col">
                            <div class="slds-truncate" title="Actions">Actions</div>
                        </th>
                    </tr>
                </thead>
                <aura:if isTrue="{!v.accList.length > 0}">
                    <tbody>
                        <aura:iteration items="{!v.accList}" var="acc">
                            <tr class="slds-hint-parent">
                                
                                <th data-label="Name" scope="row">
                                    <div class="slds-truncate" title="{!acc.Name}">
                                        {!acc.Name}
                                    </div>
                                </th>
                                <td data-label="Account Number">
                                    <div class="slds-truncate" title="{!acc.AccountNumber}">{!acc.AccountNumber}</div>
                                </td>
                                <td data-label="Industry">
                                    <div class="slds-truncate" title="{!acc.Industry}">{!acc.Industry}</div>
                                </td>
                                <td data-label="Phone">
                                    <div class="slds-truncate" title="{!acc.Phone}">{!acc.Phone}</div>
                                </td>
                                <td data-label="Action">
                                    <lightning:buttonIcon name="{!acc.Id}" iconName="utility:delete" title="Delete" variant="bare" onclick="{!c.handleDeleteAccount}" alternativeText="Delete" />                                                                            
                                </td>
                                
                            </tr>
                        </aura:iteration>
                    </tbody>
                </aura:if>
            </table>
            <aura:if isTrue="{!empty(v.accList)}">
                <div class="slds-align_absolute-center">
                    No records found
                </div>
            </aura:if>
        </lightning:card>
    </div>
    <!--Component End-->
</aura:component>

Lightning JS Controller :

({
    doInit : function(component, event, helper) {        
        helper.getAccounts(component, event);
    },
    
    handleNext : function(component, event, helper) { 
        var pageNumber = component.get("v.pageNumber");
        component.set("v.pageNumber", pageNumber+1);
        helper.getAccounts(component, helper);
    },
    
    handlePrev : function(component, event, helper) {        
        var pageNumber = component.get("v.pageNumber");
        component.set("v.pageNumber", pageNumber-1);
        helper.getAccounts(component, helper);
    },
    
    handleDeleteAccount: function (component, event, helper) {
        alert('Selected Account to delete - ' + event.getSource().get("v.name"));
    },
})

Lightning JS Helper:

({
    getAccounts : function(component, event) {
        var action = component.get("c.getAccountList");
        action.setParams({
            'pageSize' : component.get("v.pageSize"),
            'pageNumber' : component.get("v.pageNumber")
        });
        action.setCallback(this,function(response) {
            var state = response.getState();
            if (state === "SUCCESS") {
                var result = response.getReturnValue();
                if(result.length < component.get("v.pageSize") || result.length == 0){
                    component.set("v.isLastPage", true);
                } else{
                    component.set("v.isLastPage", false);
                }
                component.set("v.dataSize", result.length);
                component.set("v.accList", result);
            }
        });
        $A.enqueueAction(action);
    },
})