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Topics#ApexSyed Usama naqi의 질문
Syed Usama naqi (Mapa Group) 님이 #Apex에 질문했습니다
2019년 4월 3일 오후 12:13

how i get associated opportunities on leads? Below is my code

global class LoanOfficerBatch implements Database.Batchable<sObject> {

    public String query = 'SELECT Loan_Officer_1a__c,Loan_Officer_1a__r.Email, ConvertedOpportunityId, Name, Phone,' 

                          +  'Status, Est_Re_Pull_Date__c, Realtor_Name__c ' 

                          +   ' FROM Lead'; /*JMA:: add  ConvertedOpportunityId field*/ 

    public EmailTemplate templateId = [Select Id,HtmlValue,Subject from EmailTemplate where name = 'LoanOfficerRecord' LIMIT 1];

    global Database.QueryLocator start(Database.BatchableContext bc) {

        query += ' WHERE CreatedDate = LAST_MONTH  AND Loan_Officer_1a__c != null';

        return Database.getQueryLocator(query);

    }

    global void execute(Database.BatchableContext BC, list<Lead> allLeads) {

        

        //JMA:: Create a map of <Id, Opportunity>

        //JMA:: Query Opportunities by using Lead.ConvertedOpportunityId. You need to first create a set of Id from Lead.ConvertedOpportunityId

        //JMA:: populate the map <Id, Opportunity>

         

        List<String> convertedOppId = new List<String>();

         for(Lead l: allLeads){

             convertedOppId.add(l.ConvertedOpportunityId); 

             }

         Map<Id, Opportunity> opptyMap = new Map<Id, Opportunity>();  

         for(Opportunity o : [SELECT Id,Name,Contact__r.Name,Contact__r.Phone,Starting_Credit_Score__c,Enrolled_On__c,Est_Re_Pull_Date__c,StageName FROM Opportunity WHERE Id IN: convertedOppId]){

          opptyMap.put(o.Id, o);

          }

        

        

        

        Map<Id,List<Lead>> leadMap = new Map<Id,List<Lead>>();

        List<Messaging.SingleEmailMessage> mails = new List<Messaging.SingleEmailMEssage>();

        if(allLeads != null && allLeads.size() > 0){

            for(Lead l: allLeads){

                if(!leadMap.containsKey(l.Loan_Officer_1a__c)){

                    leadMap.put(l.Loan_Officer_1a__c, new List<lead>());

                }

                leadMap.get(l.Loan_Officer_1a__c).add(l);

            }

        }

        if(leadMap.keySet().size() > 0){

            Map<Id,Contact> officers = new Map<Id,Contact>([SELECT Id,Email,Name FROM Contact WHERE Id IN: leadMap.keySet()]);

            for(Id i: leadMap.keySet()){

                Contact con = officers.get(i);

                System.debug(con);

                if(String.isnOtBlank(con.Email)){

                    Messaging.SingleEmailMessage mail = new Messaging.SingleEmailMessage();

                    mail.setToAddresses(new String[]{con.EMail});

                    mail.setSubject(templateId.Subject);

                    String html = templateId.HtmlValue;

                    html = html.replace('||OfficerName||',con.Name);

                    String leadsTable = '<table cellpadding="3" cellspacing="3" width="100%" align="center" border="1" style="border-collapse:collapse;">'+

                        '<tr style="font-weight:bold;"><td>Name</td><td>Phone</td><td>Status</td><td>Est. Re Pull Date</td><td>Realtor Name</td></tr>';

                    

                    for(Lead l: leadMap.get(i)){

                        //JMA:: for each lead you can get the associated Opportunity from map <Id, Opportunity>

                        

                        leadsTable += '<tr><td>'+l.Name+'</td>'+

                            '<td>'+l.Phone+'</td><td>'+l.Status+'</td>'+

                            '<td>'+l.Est_Re_Pull_Date__c+'</td><td>'+l.Realtor_Name__c+'</td></tr>';

                    }

                    leadsTable += '</table>';

                    

                     String opptyTable = '<table cellpadding="3" cellspacing="3" width="100%" align="center" border="1" style="border-collapse:collapse;">'+

                        '<tr style="font-weight:bold;"><td>Name</td><td>Phone</td><td>Starting Credit Score</td><td>Enrolled On</td><td>Estimated Pull Date</td><td>StageName</td></tr>';

                    

                    for(Id idKey: opptyMap.keySet()){

                        Opportunity o = opptyMap.get(idKey);

                        

                        

                        opptyTable += '<tr><td>'+o.Contact__r.Name+'</td><td>'+o.Contact__r.Phone+'</td><td>'+o.Starting_Credit_Score__c+'</td><td>'+o.Enrolled_On__c+'</td>'

                            +'<td>'+o.Est_Re_Pull_Date__c+'</td><td>'+o.StageName+'</td></tr>';

                    }

                    opptyTable += '</table>';

                    html = html.replace('||Leads||',leadsTable);

                    html = html.replace('||Opportunity||',opptyTable);

                    html = html.replace('null',' ');

                    mail.setHTMLBody(html);

                    mails.add;

                }

            }

        }

        if(mails.size() > 0){

            Messaging.sendEmail(mails);

        }

    }

    global void finish(Database.BatchableContext BC) {

    }

   

}
답변 1개
  1. Jayant Yadav (Freelancer)
    2019년 4월 3일 오후 12:24
    You seem to be already getting it. Once a Lead record is converted to an Opportunity the following fields on Lead are populated with the Ids of records created or merged during conversion, before conversion these fields are all null  - 

    ConvertedAccountId - Id of the Account

    ConvertedContactId - Id of the Contact

    ConvertedOpportunityId - Id of the Opportunity
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