Here is a fun Apex challenge to test your Apex skills:
https://www.sfdc99.com/2019/01/16/final-project-challenge/
Optimizations:
1. Add static variables to custom variables/custom metadata
2. Cache mapOfZipOwner for faster retrieval + less SOQL queries
Assumption: updating an account owner can only be when:
1. Zip code was empty (null) and now has a value
2. Zip code updated from one zip code to another
3. Zip code updated to the same zip code will NOT update owner
Account Zip Code Trigger
trigger AccountZipCodeTrigger on Account (after insert, after update) {
Map<Id, Account> accountsZipCodeChanges = new Map<Id, Account>();
Map<Id, Account> oldAccount = Trigger.oldMap;
Map<Id, String> oldZipCodes = new Map<Id, String>();
for (Account acc : Trigger.new){
if (oldAccount!=null && oldAccount.containsKey(acc.Id)){
Account oldAccount = oldAccount.get(acc.Id);
if (acc.BillingPostalCode!=oldAccount.BillingPostalCode){
accountsZipCodeChanges.put(acc.Id, acc);
oldZipCodes.put(acc.Id, oldAccount.BillingPostalCode);
}
} else if (acc.BillingPostalCode!=null){
accountsZipCodeChanges.put(acc.Id, acc);
}
}
if (!accountsZipCodeChanges.isEmpty()){
AccountZipCodeHelper.updateOwner(accountsZipCodeChanges, oldZipCodes);
}
}
Account Zip Code Helper class
public with sharing class AccountZipCodeHelper {
static Map<String, List<Territory__c>> mapOfZipOwner = new Map<String, List<Territory__c>>();
static Map<String, Set<Id>> mapOfZipOwnerIds = new Map<String, Set<Id>>();
@TestVisible private static Boolean throwDMLException;
private static Boolean noExceptionsOccurSendEmail = true;
public static void createTerritoryMap(Map<String, List<Territory__c>> mapOfZipOwner){
for (Territory__c territory : [select Id, Zip_Code__c, Owner__c from Territory__c Order By Last_Assignment_Received__c ASC NULLS FIRST]){
if (territory.Zip_Code__c.contains('*')){
for (Integer k = 0; k <= 9; k++){
String zipCodeReplace = territory.Zip_Code__c.replace('*', String.valueOf(k));
if (mapOfZipOwner.containsKey(zipCodeReplace)){
List<Territory__c> territoryLst = mapOfZipOwner.get(zipCodeReplace);
territoryLst.add(territory);
mapOfZipOwner.put(zipCodeReplace, territoryLst);
} else {
mapOfZipOwner.put(zipCodeReplace, new List<Territory__c>{territory});
}
}
} else {
if (mapOfZipOwner.containsKey(territory.Zip_Code__c)){
List<Territory__c> territoryLst = mapOfZipOwner.get(territory.Zip_Code__c);
territoryLst.add(territory);
mapOfZipOwner.put(territory.Zip_Code__c, territoryLst);
} else {
mapOfZipOwner.put(territory.Zip_Code__c, new List<Territory__c>{territory});
}
}
}
throwDMLException = false;
}
static void createTerritoryOwnerIdSet(Map<String, List<Territory__c>> mapOfZipOwners){
for (String mapOfZipOwner : mapOfZipOwners.keySet()){
Set<Id> accountOwnerSet = new Set<Id>();
for (Territory__c territory : mapOfZipOwners.get(mapOfZipOwner)){
accountOwnerSet.add(territory.Owner__c);
}
mapOfZipOwnerIds.put(mapOfZipOwner, accountOwnerSet);
}
}
static {
createTerritoryMap(mapOfZipOwner);
createTerritoryOwnerIdSet(mapOfZipOwner);
}
public static void checkTerritory(List<Territory__c> newTerritories){
for (Territory__c newTerritory : newTerritories){
if (mapOfZipOwner.containsKey(newTerritory.Zip_Code__c)){
List<Territory__c> existingTerritories = mapOfZipOwner.get(newTerritory.Zip_Code__c);
if (existingTerritories.size() >= 3){
newTerritory.addError('Only 3 owners for zip code ' + newTerritory.Zip_Code__c);
}
}
}
}
public static List<Account> getAccountContactOpporunityFromId(Set<Id> accountIds){
return [Select Id, OwnerId, (Select Id, OwnerId from Contacts), (Select Id, OwnerId from Opportunities) from Account where Id IN :accountIds];
}
private class TerritoryCompare implements Comparable {
private Territory__c originalTerritory;
public Integer compareTo(Object obj){
Territory__c t = (Territory__c)obj;
Integer compareAssignmentReceived = 0;
if (originalTerritory.Last_Assignment_Received__c < t.Last_Assignment_Received__c){
compareAssignmentReceived = -1;
} else if (t.Last_Assignment_Received__c < originalTerritory.Last_Assignment_Received__c){
compareAssignmentReceived = 1;
}
return compareAssignmentReceived;
}
}
public static List<Territory__c> getRoundRobinTerritoryOwner(List<Territory__c> territories){
territories.sort();
territories.get(0).Last_Assignment_Received__c = DateTime.now();
return territories;
}
public static Map<Id, Account> checkAccountsOwnership(List<Account> accounts){
Map<Id, Account> accountOwnerFixMap = new Map<Id, Account>();
for (Account acc : accounts){
if (mapOfZipOwnerIds.containsKey(acc.BillingPostalCode)){
Set<Id> accountOwnerSet = mapOfZipOwnerIds.get(acc.BillingPostalCode);
if (!accountOwnerSet.contains(acc.OwnerId)){
accountOwnerFixMap.put(acc.Id, acc);
}
}
}
return accountOwnerFixMap;
}
public static void updateOwner(Map<Id, Account> accountsToUpdateOwnerFromZip, Map<Id, String> oldZipCodes){
List<Account> accountOwnersToUpdate = new List<Account>();
List<Contact> contactOwnersToUpdate = new List<Contact>();
List<Opportunity> opportunityToUpdate = new List<Opportunity>();
Map<Id, Territory__c> territoryUpdate = new Map<Id, Territory__c>();
List<Assignment_History__c> assignmentHistoryToInsert = new List<Assignment_History__c>();
List<Account> accountContactOppLst = getAccountContactOpporunityFromId(accountsToUpdateOwnerFromZip.keySet());
for (Account accountToUpdateOwner : accountContactOppLst){
Account acc = accountsToUpdateOwnerFromZip.get(accountToUpdateOwner.Id);
Id newUserId = null;
Territory__c newTerritory = null;
if (mapOfZipOwner.containsKey(acc.BillingPostalCode)){
List<Territory__c> territoryLst = mapOfZipOwner.get(acc.BillingPostalCode);
List<Territory__c> territoryIndex = getRoundRobinTerritoryOwner(territoryLst);
newTerritory = territoryIndex.get(0);
newUserId = newTerritory.Owner__c;
}
if (newUserId!=null){
if (acc.OwnerId != newUserId){
accountOwnersToUpdate.add(new Account(Id=accountToUpdateOwner.Id, OwnerId=newUserId, Ownership_Check__c=DateTime.now()));
Assignment_History__c assignmentHistory = new Assignment_History__c();
assignmentHistory.New_Owner__c = newUserId;
assignmentHistory.Previous_Owner__c = acc.OwnerId;
assignmentHistory.Changed_By__c = UserInfo.getUserId();
assignmentHistory.New_Territory__c = newTerritory.Id;
String oldZip = oldZipCodes.get(acc.Id);
if (mapOfZipOwner.containsKey(oldZip)){
assignmentHistory.Previous_Territory__c = mapOfZipOwner.get(oldZip).get(0).Id;
}
assignmentHistory.Account__c = accountToUpdateOwner.Id;
assignmentHistoryToInsert.add(assignmentHistory);
territoryUpdate.put(newTerritory.Id, new Territory__c(Id=newTerritory.Id, Last_Assignment_Received__c=DateTime.now()));
}
if (accountToUpdateOwner.contacts!=null){
for (Contact con : accountToUpdateOwner.contacts){
if (con.OwnerId != newUserId){
contactOwnersToUpdate.add(new Contact(Id=con.Id, OwnerId=newUserId));
}
}
}
if (accountToUpdateOwner.opportunities!=null){
for (Opportunity opp : accountToUpdateOwner.opportunities){
if (opp.OwnerId != newUserId){
opportunityToUpdate.add(new Opportunity(Id=opp.Id, OwnerId=newUserId));
}
}
}
}
}
SavePoint sp = Database.setSavepoint();
List<Messaging.SingleEmailMessage> mails = new List<Messaging.SingleEmailMessage>();
try {
Database.update(accountOwnersToUpdate);
Database.update(contactOwnersToUpdate);
Database.update(opportunityToUpdate);
Database.update(new List<Territory__c>(territoryUpdate.values()));
List<Database.SaveResult> assignmentInserts = Database.insert(assignmentHistoryToInsert);
mails = createEmails(assignmentHistoryToInsert, assignmentInserts);
if (throwDMLException){
throw new DMLException('This is a test dml exception');
}
} catch(DMLException ex){
noExceptionsOccurSendEmail = false;
Database.rollback(sp);
}
if (noExceptionsOccurSendEmail){
Messaging.sendEmail(mails);
}
}
public static List<Messaging.SingleEmailMessage> createEmails(List<Assignment_History__c> assignmentHistories, List<Database.SaveResult> assignmentInserts){
Map<Id, Assignment_History__c> asignmentHistorySuccessMap = new Map<Id, Assignment_History__c>();
for (Integer k=0; k < assignmentHistories.size(); k++){
if (assignmentInserts.get(k).isSuccess()){
asignmentHistorySuccessMap.put(assignmentHistories.get(k).Id, assignmentHistories.get(0));
}
}
List<Assignment_History__c> usersToSendEmails = [Select Id, Account__c, New_Owner__r.Email, Previous_Owner__r.Email from Assignment_History__c where Id IN :asignmentHistorySuccessMap.keySet()];
List<Messaging.SingleEmailMessage> mails = new List<Messaging.SingleEmailMessage>();
for (Assignment_History__c usersToSendEmail : usersToSendEmails){
if (usersToSendEmail.New_Owner__r.Email!=null && usersToSendEmail.Previous_Owner__r.Email!=null)
mails.add(sendEmailToBothOwner(usersToSendEmail.Account__c, usersToSendEmail.Previous_Owner__r.Email, usersToSendEmail.New_Owner__r.Email));
}
return mails;
}
private static Messaging.SingleEmailMessage sendEmailToBothOwner(Id accId, String fromUserEmail, String toUserEmail){
Messaging.reserveSingleEmailCapacity(2);
Messaging.SingleEmailMessage mail = new Messaging.SingleEmailMessage();
String[] toAddresses = new String[] {fromUserEmail, toUserEmail};
// Assign the addresses for the To and CC lists to the mail object.
mail.setToAddresses(toAddresses);
mail.setReplyTo('youremail@gmail.com');
// Specify the name used as the display name.
mail.setSenderDisplayName('Account Ownership Support');
// Specify the subject line for your email address.
mail.setSubject('Account Ownership changed for : ' + accId);
mail.setUseSignature(false);
// Specify the text content of the email.
mail.setPlainTextBody('Your Account: ' + accId +' has been changed owenership.');
mail.setHtmlBody('Your account:<b> ' + accId +' </b>has changed ownership.
'+
'To view your case <a href=https://na132.salesforce.com/'+accId+'>click here.</a>');
return mail;
}
}
Account Zip Code Batch Job
global class AccountZipCodeBatch implements Database.Batchable<sObject>, Database.Stateful {
global Integer queryLimit = 1000;
global String queryAccount = 'select Id, OwnerId, BillingPostalCode from Account where BillingPostalCode!=null and (Ownership_Check__c=Yesterday or Ownership_Check__c=null) limit ' + queryLimit;
global Id currentBatchJobId;
@TestVisible static Boolean testFlag = true;
global Database.QueryLocator start(Database.BatchableContext BC){
return Database.getQueryLocator(queryAccount);
}
global void execute(Database.BatchableContext Bc, List<Account> accounts){
Map<Id, Account> accountOwnerCheckMap = AccountZipCodeHelper.checkAccountsOwnership(accounts);
if (accountOwnerCheckMap.size() > 0)
AccountZipCodeHelper.updateOwner(accountOwnerCheckMap, new Map<Id, String>());
}
global void finish(Database.BatchableContext Bc){
if(!Test.isRunningTest()){
if(Database.query(queryAccount).size()> 0) {
if (testFlag){
currentBatchJobId = Database.executeBatch(this, 200);
}
} else if (bc.getJobId()!=null){
System.AbortJob(bc.getJobId());
}
} else {
System.abortJob(bc.getJobId());
}
}
}
Account Zip Code Test (100% code coverage)
@isTest
public class AccountZipCodeHelperTest {
static List<User> uu = new List<User>();
static {
Profile p = [SELECT Id FROM Profile WHERE Name='Standard User'];
while (uu.size() < 6) {
Blob b = Crypto.GenerateAESKey(128);
String h = EncodingUtil.ConvertTohex(b);
String uid = h.SubString(0,8);
User u = new User(Alias = uid, Email= uid + '@myorg.com',
EmailEncodingKey='UTF-8', LastName='Testing', LanguageLocaleKey='en_US',
LocaleSidKey='en_US', ProfileId = p.Id,
TimeZoneSidKey='America/New_York', UserName= uid + '@myorg.com');
uu.add(u);
}
insert(uu);
}
@TestSetup static void setup(){
Territory__c t1 = new Territory__c(Zip_Code__c='95070', Owner__c=uu.get(0).Id);
Territory__c t2 = new Territory__c(Zip_Code__c='95071', Owner__c=uu.get(1).Id);
Territory__c t3 = new Territory__c(Zip_Code__c='95072', Owner__c=uu.get(2).Id);
Territory__c t4 = new Territory__c(Zip_Code__c='95072', Owner__c=uu.get(3).Id);
Territory__c t5 = new Territory__c(Zip_Code__c='95075', Owner__c=uu.get(4).Id);
Territory__c t6 = new Territory__c(Zip_Code__c='95072', Owner__c=uu.get(0).Id);
Territory__c t7 = new Territory__c(Zip_Code__c='9506*', Owner__c=uu.get(0).Id);
Territory__c t8 = new Territory__c(Zip_Code__c='95061', Owner__c=uu.get(2).Id);
List<Territory__c> tLst = new List<Territory__c>{t1, t2, t3, t4, t5, t6, t7, t8};
insert tLst;
Account acc = new Account(Name='Test Account', BillingPostalCode = '95070');
insert acc;
Contact con = new Contact(FirstName='First', LastName='Last', Email='youremail@gmail.com', AccountId=acc.Id);
insert con;
Opportunity opp = new Opportunity(Name='Opp Test', AccountId = acc.Id, StageName='Open', CloseDate=Date.today());
insert opp;
}
@isTest static void checkTerritoryMore3Zip(){
Test.startTest();
Territory__c t7 = new Territory__c(Zip_Code__c='95072', Owner__c=uu.get(0).Id);
try{
insert t7;
} catch(Exception ex){
System.assert(ex.getMessage().contains('Only 3 owners for zip code'));
}
Test.stopTest();
}
@isTest static void checkZipCodeUpdate(){
Account accOwner = [Select Id, OwnerId from Account][0];
Test.startTest();
accOwner.BillingPostalCode = '95075';
update accOwner;
Test.stopTest();
Id qAccAfter = [Select Id, OwnerId from Account][0].OwnerId;
Id qConConIdAfter = [Select OwnerId from Contact][0].OwnerId;
Id qOppOwnerId = [Select OwnerId from Opportunity][0].OwnerId;
List<Assignment_History__c> assignmentHistories = [Select Account__c, Id, Name, New_Owner__c, New_Territory__c, Previous_Owner__c, Previous_Territory__c from Assignment_History__c];
System.assert(uu.size() == 6);
Territory__c territory = [Select Id, Owner__c from Territory__c where Zip_Code__c='95075'][0];
System.assertEquals(assignmentHistories.size(), 1);
Assignment_History__c assignmentHistory = assignmentHistories.get(0);
System.assertEquals(assignmentHistory.Account__c, accOwner.Id);
System.assertEquals(assignmentHistory.New_Owner__c, territory.Owner__c);
System.assertEquals(assignmentHistory.New_Territory__c, territory.Id);
System.assert(assignmentHistory.Previous_Territory__c!=null);
System.assertEquals(qAccAfter, territory.Owner__c);
System.assertEquals(qconConIdAfter, territory.Owner__c);
System.assertEquals(qOppOwnerId, territory.Owner__c);
Integer invocations = Limits.getEmailInvocations();
System.assertEquals(1, invocations, 'An email should be sent');
}
@isTest static void checkWildCardZipCode(){
Account accOwner = [Select Id, OwnerId from Account][0];
Test.startTest();
accOwner.BillingPostalCode = '95063';
update accOwner;
Test.stopTest();
Id qAccAfter = [Select Id, OwnerId from Account][0].OwnerId;
Id qConConIdAfter = [Select OwnerId from Contact][0].OwnerId;
Id qOppOwnerId = [Select OwnerId from Opportunity][0].OwnerId;
List<Assignment_History__c> assignmentHistories = [Select Account__c, Id, Name, New_Owner__c, New_Territory__c, Previous_Owner__c, Previous_Territory__c from Assignment_History__c];
System.assert(uu.size() == 6);
Territory__c territory = [Select Id, Owner__c from Territory__c where Zip_Code__c='9506*'][0];
System.assertEquals(assignmentHistories.size(), 1);
Assignment_History__c assignmentHistory = assignmentHistories.get(0);
System.assertEquals(assignmentHistory.Account__c, accOwner.Id);
System.assertEquals(assignmentHistory.New_Owner__c, territory.Owner__c);
System.assertEquals(assignmentHistory.New_Territory__c, territory.Id);
System.assert(assignmentHistory.Previous_Territory__c!=null);
System.assertEquals(qAccAfter, territory.Owner__c);
System.assertEquals(qconConIdAfter, territory.Owner__c);
System.assertEquals(qOppOwnerId, territory.Owner__c);
Integer invocations = Limits.getEmailInvocations();
System.assertEquals(1, invocations, 'An email should be sent');
}
@isTest static void checkZipCodeRoundRobin(){
Account accOwner = [Select Id, OwnerId from Account][0];
Id conConId = [Select OwnerId from Contact][0].OwnerId;
Id oppOwnerId = [Select OwnerId from Opportunity][0].OwnerId;
System.assertEquals(accOwner.OwnerId, conConId);
System.assertEquals(oppOwnerId, conConId);
System.assertEquals(oppOwnerId, accOwner.OwnerId);
Test.startTest();
accOwner.BillingPostalCode = '95072';
update accOwner;
Test.stopTest();
Id qAccAfter = [Select Id, OwnerId from Account][0].OwnerId;
Id qConIdAfter = [Select OwnerId from Contact][0].OwnerId;
Id qOppOwnerId = [Select OwnerId from Opportunity][0].OwnerId;
List<Assignment_History__c> assignmentHistories = [Select Account__c, Id, Name, New_Owner__c, New_Territory__c, Previous_Owner__c, Previous_Territory__c from Assignment_History__c];
System.assert(uu.size() == 6);
Set<Id> ownerIds = new Set<Id>();
for (Territory__c territory : [Select Id, Owner__c from Territory__c where Zip_Code__c='95072']){
ownerIds.add(territory.Owner__c);
}
System.assertEquals(assignmentHistories.size(), 1);
Assignment_History__c assignmentHistory = assignmentHistories.get(0);
System.assertEquals(assignmentHistory.Account__c, accOwner.Id);
//System.assertEquals(assignmentHistory.New_Owner__c, territory.Owner__c);
//System.assertEquals(assignmentHistory.New_Territory__c, territory.Id);
System.assert(assignmentHistory.Previous_Territory__c!=null);
System.assert(ownerIds.contains(qAccAfter));
System.assert(ownerIds.contains(qConIdAfter));
System.assert(ownerIds.contains(qOppOwnerId));
Integer invocations = Limits.getEmailInvocations();
System.assertEquals(1, invocations, 'An email should be sent');
System.debug('>>> Test second BillingPostalCode update >>> ');
//start test round robin assignment
//have to assign to another postalcode first
accOwner.BillingPostalCode = '95061';
update accOwner;
//assign back to 95072 to be assigned to next owner
accOwner.BillingPostalCode = '95072';
update accOwner;
Id qAccAfterRR = [Select Id, OwnerId from Account][0].OwnerId;
Id qConIdAfterRR = [Select OwnerId from Contact][0].OwnerId;
Id qOppOwnerIdRR = [Select OwnerId from Opportunity][0].OwnerId;
System.assert(ownerIds.contains(qAccAfterRR));
System.assert(ownerIds.contains(qConIdAfterRR));
System.assert(ownerIds.contains(qOppOwnerIdRR));
System.assert(qAccAfter!=qAccAfterRR);
System.assert(qConIdAfter!=qConIdAfterRR);
System.assert(qOppOwnerId!=qOppOwnerIdRR);
//end test round robin assignment
List<Territory__c> countTerritories = [Select Id from Territory__c where Zip_Code__c='95072' and Last_Assignment_Received__c!=null];
System.assertEquals(countTerritories.size(), 2);
}
@isTest static void testDMLExceptionAndRollback(){
Account accOwner = [Select Id, OwnerId from Account][0];
Id conConId = [Select OwnerId from Contact][0].OwnerId;
Id oppOwnerId = [Select OwnerId from Opportunity][0].OwnerId;
AccountZipCodeHelper.throwDMLException = true;
Test.startTest();
accOwner.BillingPostalCode = '95075';
update accOwner;
Test.stopTest();
Id qAccAfter = [Select Id, OwnerId from Account][0].OwnerId;
Id qConConIdAfter = [Select OwnerId from Contact][0].OwnerId;
Id qOppOwnerId = [Select OwnerId from Opportunity][0].OwnerId;
List<Assignment_History__c> assignmentHistories = [Select Account__c, Id, Name, New_Owner__c, New_Territory__c, Previous_Owner__c, Previous_Territory__c from Assignment_History__c];
System.assertEquals(assignmentHistories.size(), 0);
System.assertEquals(qAccAfter, accOwner.OwnerId);
System.assertEquals(qconConIdAfter, conConId);
System.assertEquals(qOppOwnerId, oppOwnerId);
Integer invocations = Limits.getEmailInvocations();
System.assertEquals(1, invocations, 'An email should be sent');
}
@isTest static void testCheckAccountOwnership(){
List<Account> accs = [select Id, OwnerId, BillingPostalCode from Account where BillingPostalCode!=null and (Ownership_Check__c=Yesterday or Ownership_Check__c=null) limit 1000];
Map<Id, Account> accountOwnerCheckMap = AccountZipCodeHelper.checkAccountsOwnership(accs);
System.assertEquals(accountOwnerCheckMap.size(), 1);
AccountZipCodeHelper.updateOwner(accountOwnerCheckMap, new Map<Id, String>());
List<Account> accsAfter = [select Id, OwnerId, BillingPostalCode from Account where BillingPostalCode!=null and (Ownership_Check__c=Yesterday or Ownership_Check__c=null) limit 1000];
Map<Id, Account> accountOwnerCheckMapAfter = AccountZipCodeHelper.checkAccountsOwnership(accsAfter);
System.assertEquals(accountOwnerCheckMapAfter.size(), 0);
}
@isTest static void testOwnershipBatch(){
Test.startTest();
AccountZipCodeBatch accountZipBatch = new AccountZipCodeBatch();
Database.executeBatch(accountZipBatch);
Test.stopTest();
List<Account> accsAfter = [select Id, OwnerId, BillingPostalCode from Account where BillingPostalCode!=null and (Ownership_Check__c=Yesterday or Ownership_Check__c=null) limit 1000];
Map<Id, Account> accountOwnerCheckMapAfter = AccountZipCodeHelper.checkAccountsOwnership(accsAfter);
System.assertEquals(accountOwnerCheckMapAfter.size(), 0);
}
@isTest static void testTerritoryCompare(){
List<Territory__c> territories = [Select Id, Zip_Code__c, Owner__c, Last_Assignment_Received__c from Territory__c];
territories.sort();
System.debug('>>> territories before >> ' + territories);
Integer counter = 0;
for (Territory__c territory : territories){
if (counter > 1){
territory.Last_Assignment_Received__c = DateTime.now().addDays(counter * -1);
}
counter++;
}
territories.sort();
System.debug('>>> territories after >> ' + territories);
}
}
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