Tag Archives: Apex

Create Or Update Custom Metadata Type Using Apex

Biswajeet   November 6, 2018   No Comments on Create Or Update Custom Metadata Type Using Apex
  • We cannot Create or Update Custom Metadata records using DML statement.
  • We can Create or Update Custom Metadata records using apex Metadata deployment.
  • To do the Metadata deployment using apex, it requires a callback class with Metadata.DeployCallback interface.

Sample Metadata Deployment Callback Class:

public class CustomMetadataCallBack implements Metadata.DeployCallback {
    
    //Inteface method 
    public void handleResult(Metadata.DeployResult result, Metadata.DeployCallbackContext context) {
        if (result.status == Metadata.DeployStatus.Succeeded) {
            //Success
        } else {
            //Failed
        }
    }
}

Here I have created a Custom Metadata Type (Tax Setting), to save Tax related information for an Application.

Here I have created a class with Metadata.DeployCallback interface, and two methods to create and update Custom Metadata Type records.

Apex Class:

public class CustomMetadataUtils implements Metadata.DeployCallback {
    
    //Inteface method 
    public void handleResult(Metadata.DeployResult result, Metadata.DeployCallbackContext context) {
        if (result.status == Metadata.DeployStatus.Succeeded) {
            //Success
            System.debug('Success Result-' + result);
        } else {
            //Failed
            System.debug('Failed Result-' + result);
        }
    }
    
    //Create Custom Metadata record
    public static void createCustomMetadata(String metdataName, String label, Map<String, Object> metadataFieldValueMap){
        String recordDevName = label.replaceAll(' ', '_');
        Metadata.CustomMetadata cMetadata = new Metadata.CustomMetadata();
        cMetadata.fullName = metdataName + '.' + recordDevName;
        cMetadata.label = label;
        
        for(String key : metadataFieldValueMap.keySet()){
            Metadata.CustomMetadataValue cMetadataValue = new Metadata.CustomMetadataValue();
            cMetadataValue.Field = key;
            cMetadataValue.Value = metadataFieldValueMap.get(key); 
            cMetadata.values.add(cMetadataValue);
        }
        
        Metadata.DeployContainer mdContainer = new Metadata.DeployContainer();
        mdContainer.addMetadata(cMetadata);
        CustomMetadataUtils callback = new CustomMetadataUtils();
        Id jobId = Metadata.Operations.enqueueDeployment(mdContainer, callback);
    }
    
    //Update Custom Metadata record
    public static void updateCustomMetadata(String metdataName, String recordDevName, String label, Map<String, Object> metadataFieldValueMap){
        Metadata.CustomMetadata cMetadata = new Metadata.CustomMetadata();
        cMetadata.fullName = metdataName + '.' + recordDevName;
        cMetadata.label = label;
        
        for(String key : metadataFieldValueMap.keySet()){
            Metadata.CustomMetadataValue cMetadataValue = new Metadata.CustomMetadataValue();
            cMetadataValue.Field = key;
            cMetadataValue.Value = metadataFieldValueMap.get(key); 
            cMetadata.values.add(cMetadataValue);
        }
        
        Metadata.DeployContainer mdContainer = new Metadata.DeployContainer();
        mdContainer.addMetadata(cMetadata);
        CustomMetadataUtils callback = new CustomMetadataUtils();
        Id jobId = Metadata.Operations.enqueueDeployment(mdContainer, callback);
    }
}

To test above class methods, you can run below code in developer console.
Create Custom Metadata Record:

Map<String, Object> metadataFieldValueMap = new Map<String, Object>();
metadataFieldValueMap.put('TaxPercent__c', 4);
CustomMetadataUtils.createCustomMetadata('SalesTaxSetting__mdt', 'Value Added Tax', metadataFieldValueMap);

Update Custom Metadata Record:

Map<String, Object> metadataFieldValueMap = new Map<String, Object>();
metadataFieldValueMap.put('TaxPercent__c', 15);
CustomMetadataUtils.updateCustomMetadata('SalesTaxSetting__mdt','Value_Added_Tax', 'Value Added Tax',metadataFieldValueMap);

After deployed the Custom Metadata, you can check the deployment status.
Go to Setup | Deploy | Deployment Status | Check the deployment status

Inherited Sharing in Apex Class

Biswajeet   October 15, 2018   1 Comment on Inherited Sharing in Apex Class

Now you can specify the Inherited Sharing keyword on an Apex class, which allows the class to run your apex code with or without sharing settings, depending on the class that called it.

  • An Apex class with Inherited Sharing enables you to pass security review and ensure that your privileged Apex code is not used in unexpected or insecure ways.
  • An Apex class with Inherited Sharing runs as with sharing when used as a Visualforce page controller, Apex REST service, or an entry point to an Apex transaction.
  • An Apex class with Inherited Sharing is being called from some other class which is having without sharing setting, then it will run in without sharing mode.

Here is an example of an Apex class with Inherited Sharing and a Visualforce invocation of that Apex class. Here the running user sharing access contacts will be displayed. If the declaration Inherited Sharing will be omitted, even contacts that the user has no rights to view will be displayed due to the insecure default behavior of omitting the declaration.

Apex Class:

public inherited sharing class InheritedSharingClass{
    public List<Contact> getAllContacts(){
        return [SELECT Name FROM Contact];
    }
}

Visualforce Page:

<apex:page controller="InheritedSharingClass">
    <apex:repeat value="{!AllContacts}" var="record">
        {!record.Name}
    </apex:repeat>
</apex:page>

Identify Salesforce User Experience Theme in Apex Class

Biswajeet   October 8, 2018   No Comments on Identify Salesforce User Experience Theme in Apex Class

We can use UserInfo.UITheme() and UserInfo.UIThemeDisplayed() in Apex class to determine User Experience Theme.

UserInfo.UITheme() : Returns the theme that is supposed to be used.
UserInfo.UIThemeDisplayed() : Returns the theme that is actually being used.

UserInfo.UITheme() and UserInfo.UIThemeDisplayed() will return following values.

  • Theme1—Obsolete Salesforce theme
  • Theme2—Salesforce Classic 2005 user interface theme
  • Theme3—Salesforce Classic 2010 user interface theme
  • Theme4d—Modern “Lightning Experience” Salesforce theme
  • Theme4t—Salesforce mobile app theme
  • Theme4u—Lightning Console theme
  • PortalDefault—Salesforce Customer Portal theme
  • Webstore—Salesforce AppExchange theme

Sample Code:

String themeDisplayedType = UserInfo.getUIThemeDisplayed();
String themeType = UserInfo.getUITheme();

Set Approval Process Lock And Unlock Records Using Apex Code

Biswajeet   July 27, 2018   No Comments on Set Approval Process Lock And Unlock Records Using Apex Code

Sometimes we have faced business requirement to Lock or Unlock records in Salesforce. We can use apex lock() and unlock() methods in the System.Approval namespace to lock and unlock records by passing in record IDs or sObjects.

To enable this feature, go to Setup | Search Automation Settings in the Quick Find box | click on Automation Settings. Then, select Enable record locking and unlocking in Apex.

Lock Record Example:

//Get records to lock
List<case> caseList = [SELECT Id From Case LIMIT 10];
//Lock records
List<Approval.LockResult> lrList = Approval.lock(caseList, false);

// Iterate through each returned result
for(Approval.LockResult lr : lrList) {
    if (lr.isSuccess()) {
        //Operation was successful, so get the ID of the record that was processed
        System.debug('Successfully locked account with ID: ' + lr.getId());
    }
    else {
        //Operation failed, so get all errors                
        for(Database.Error err : lr.getErrors()) {
            System.debug('The following error has occurred.');                    
            System.debug(err.getStatusCode() + ': ' + err.getMessage());
            System.debug('Case fields that affected this error: ' + err.getFields());
        }
    }
}

Unlock Record Example:

//Get records to unlock
List<case> caseList = [SELECT Id From Case LIMIT 10];
//Check locked records
List<case> caseLockList = new List<Case>();
for(Case c :caseList){
    if(Approval.isLocked(c.id)){
        caseLockList.add(c);
    }
}
//Unlock record
if(!caseLockList.isEmpty()){
    //Unlock records
    List<Approval.UnlockResult> ulrList = Approval.unlock(caseLockList, false);
    
    // Iterate through each returned result
    for(Approval.UnlockResult  ulr : ulrList) {
        if (ulr.isSuccess()) {
            //Operation was successful, so get the ID of the record that was processed
            System.debug('Successfully locked account with ID: ' + ulr.getId());
        }
        else {
            //Operation failed, so get all errors                
            for(Database.Error err : ulr.getErrors()) {
                System.debug('The following error has occurred.');                    
                System.debug(err.getStatusCode() + ': ' + err.getMessage());
                System.debug('Case fields that affected this error: ' + err.getFields());
            }
        }
    }
}

Send Email With Document As An Attachment Using Apex In Salesforce

Biswajeet   July 18, 2018   No Comments on Send Email With Document As An Attachment Using Apex In Salesforce

Sample Code Approach 1:

//Get your document from document Object
Document doc = [Select Id, Name, Body, ContentType, DeveloperName, Type From Document Where DeveloperName = 'Your_Doucment_DeveloperName'];

//Create Email file attachment from document
Messaging.EmailFileAttachment attach = new Messaging.EmailFileAttachment();
attach.setContentType(doc.ContentType);
attach.setFileName(doc.DeveloperName+'.'+doc.Type);
attach.setInline(false);
attach.Body = doc.Body;

//Apex Single email message
Messaging.SingleEmailMessage mail = new Messaging.SingleEmailMessage();
mail.setUseSignature(false);
mail.setToAddresses(new String[] { 'itzbiswajeet@gmail.com' });//Set To Email Address
mail.setSubject('Test Email With Attachment');//Set Subject
mail.setHtmlBody('Please find the attachment.');//Set HTML Body
mail.setFileAttachments(new Messaging.EmailFileAttachment[] { attach });//Set File Attachment
Messaging.sendEmail(new Messaging.SingleEmailMessage[] { mail });//Send Email

Sample Code Approach 2:

//Get your document from document Object
Document doc = [Select Id, Name, Body, ContentType, DeveloperName, Type From Document Where DeveloperName = 'Your_Doucment_DeveloperName'];

//Apex Single email message
Messaging.SingleEmailMessage mail = new Messaging.SingleEmailMessage();
mail.setUseSignature(false);
mail.setToAddresses(new String[] { 'itzbiswajeet@gmail.com' });//Set To Email Address
mail.setSubject('Test Email With Attachment');//Set Subject
mail.setHtmlBody('Please find the attachment.');//Set HTML Body
mail.setDocumentAttachments(new Id[]{doc.Id});//Set Document Attachment
Messaging.sendEmail(new Messaging.SingleEmailMessage[] { mail });//Send Email