Here is the Territory Model:
What Am I missing?
Thanks
3 respuestas
I am pretty sure is the APEX, however, this is the code provided by Salesforce on their documentation and I am not a developer.
Here is the code:
/*** Apex version of the default logic.
* If opportunity's assigned account is assigned to
* Case 1: 0 territories in active model
* then set territory2Id = null
* Case 2: 1 territory in active model
* then set territory2Id = account's territory2Id
* Case 3: 2 or more territories in active model
* then set territory2Id = account's territory2Id that is of highest priority.
* But if multiple territories have same highest priority, then set territory2Id = null
*/
global class OppTerrAssignDefaultLogicFilter implements TerritoryMgmt.OpportunityTerritory2AssignmentFilter {
/**
* No-arg constructor.
*/
global OppTerrAssignDefaultLogicFilter() {}
/**
* Get mapping of opportunity to territory2Id. The incoming list of opportunityIds contains only those with IsExcludedFromTerritory2Filter=false.
* If territory2Id = null in result map, clear the opportunity.territory2Id if set.
* If opportunity is not present in result map, its territory2Id remains intact.
*/
global Map<Id,Id> getOpportunityTerritory2Assignments(List<Id> opportunityIds) {
Map<Id, Id> OppIdTerritoryIdResult = new Map<Id, Id>();
// Get the active territory model Id
Id activeModelId = getActiveModelId();
if(activeModelId != null){
List<Opportunity> opportunities =
[Select Id, AccountId, Territory2Id from Opportunity where Id IN :opportunityIds];
Set<Id> accountIds = new Set<Id>();
// Create set of parent accountIds
for(Opportunity opp:opportunities){
if(opp.AccountId != null){
accountIds.add(opp.AccountId);
}
}
Map<Id,Territory2Priority> accountMaxPriorityTerritory = getAccountMaxPriorityTerritory(activeModelId, accountIds);
// For each opportunity, assign the highest priority territory if there is no conflict, else assign null.
for(Opportunity opp: opportunities){
Territory2Priority tp = accountMaxPriorityTerritory.get(opp.AccountId);
// Assign highest priority territory if there is only 1.
if((tp != null) && (tp.moreTerritoriesAtPriority == false) && (tp.territory2Id != opp.Territory2Id)){
OppIdTerritoryIdResult.put(opp.Id, tp.territory2Id);
}else{
OppIdTerritoryIdResult.put(opp.Id, null);
}
}
}
return OppIdTerritoryIdResult;
}
/**
* Query assigned territoryIds in active model for given accountIds.
* Create a map of accountId to max priority territory.
*/
private Map<Id,Territory2Priority> getAccountMaxPriorityTerritory(Id activeModelId, Set<Id> accountIds){
Map<Id,Territory2Priority> accountMaxPriorityTerritory = new Map<Id,Territory2Priority>();
for(ObjectTerritory2Association ota:[Select ObjectId, Territory2Id, Territory2.Territory2Type.Priority from ObjectTerritory2Association where objectId IN :accountIds and Territory2.Territory2ModelId = :activeModelId]){
Territory2Priority tp = accountMaxPriorityTerritory.get(ota.ObjectId);
if((tp == null) || (ota.Territory2.Territory2Type.Priority > tp.priority)){
// If this is the first territory examined for account or it has greater priority than current highest priority territory, then set this as new highest priority territory.
tp = new Territory2Priority(ota.Territory2Id,ota.Territory2.Territory2Type.priority,false);
}else if(ota.Territory2.Territory2Type.priority == tp.priority){
// The priority of current highest territory is same as this, so set moreTerritoriesAtPriority to indicate multiple highest priority territories seen so far.
tp.moreTerritoriesAtPriority = true;
}
accountMaxPriorityTerritory.put(ota.ObjectId, tp);
}
return accountMaxPriorityTerritory;
}
/**
* Get the Id of the Active Territory Model.
* If none exists, return null.
*/
private Id getActiveModelId() {
List<Territory2Model> models = [Select Id from Territory2Model where State = 'Active'];
Id activeModelId = null;
if(models.size() == 1){
activeModelId = models.get(0).Id;
}
return activeModelId;
}
/**
* Helper class to help capture territory2Id, its priority, and whether there are more territories with same priority assigned to the account.
*/
private class Territory2Priority {
public Id territory2Id { get; set; }
public Integer priority { get; set; }
public Boolean moreTerritoriesAtPriority { get; set; }
Territory2Priority(Id territory2Id, Integer priority, Boolean moreTerritoriesAtPriority){
this.territory2Id = territory2Id;
this.priority = priority;
this.moreTerritoriesAtPriority = moreTerritoriesAtPriority;
}
}
}
