The SFDC99 live event recording and recap!

To the hundreds of people who spent 3 hours of their Saturday to code with me: you’re all crazy!
…that’s exactly the kind of craziness that will make you a coder!

Thank you to everyone who joined – the event exceeded my expectations and I’d like to do it again!

Video Recording
Full event playlist – note that it’s split into four parts!

Challenge and flow chart

I used a free flow chart website called Gliffy to build this.

Main Code

trigger Stream1_CreateOppContactRole 
  on Opportunity (after insert) {

  for (Opportunity opp : Trigger.new) {      

    // Step 0: Check to see if any OCRs already exist
    List<OpportunityContactRole> dupeOcrList = 
      [SELECT Id
         FROM OpportunityContactRole
        WHERE OpportunityId = :opp.Id
        LIMIT 1];

    // Move on to the next Opp is a Contact Role exists
    if (opp.Converted_Lead_ID__c != null 
        || (dupeOcrList != null && dupeOcrList.size() != 0)) {
      continue;
    }
        
    // Step 1: Get the recently closed Task by the current User
    List<Task> taskList = 
      [SELECT Id, WhoId
         FROM Task
        WHERE IsClosed  = true
          AND AccountId = :opp.AccountId
          AND OwnerId   = :UserInfo.getUserId()
        ORDER BY ActivityDate DESC, CreatedDate DESC
        LIMIT 1];
    System.debug('Task: ' + taskList);
        
    // Step 2: Get Custom Settings values
    Stream1_Settings__c settings = 
      Stream1_Settings__c.getValues('defaultSettings');
    String defaultRole           = '';
    Boolean defaultPrimary       = false;
    if (settings != null) {
      defaultRole           = settings.Default_Role__c;
      defaultPrimary        = settings.Default_Primary__c ;
    }
        
    // Step 3: Create the Contact Role
    if (taskList != null && taskList.size() != 0) {
      Task t = taskList[0];
      // This makes sure it's a Contact object
      String whoIdString = String.valueOf(t.WhoId);
      if (whoIdString.startsWith('003')) {
        OpportunityContactRole ocr = new OpportunityContactRole();
        ocr.ContactId              = t.WhoId;
        ocr.OpportunityId          = opp.Id;
        ocr.Role                   = defaultRole;
        ocr.IsPrimary              = defaultPrimary;
        insert ocr;
        System.debug('Opp Contact Role was created! ' + ocr);
      }
    }
  }
}

Test Class

@isTest 
public class Stream1_TestCreateOppContactRole {
  static testMethod void testStuff() {
    // Create the base data
    Account a = new Account();
    a.Name    = 'Ritzy';
    insert a;
        
    Contact c   = new Contact();
    c.FirstName = 'SoloAdmin';
    c.LastName  = 'Randi';
    c.AccountId = a.Id;
    insert c;
        
    Task t          = new Task();
    t.Status        = 'Completed';
    t.WhoId         = c.Id;
    t.ActivityDate  = Date.today();
    t.Subject       = 'Phone Call';
    insert t;
        
    // Create the Custom Setting
    Stream1_Settings__c settings = new Stream1_Settings__c();
    settings.Name                = 'defaultSettings';
    String defaultRole           = 'Big Spender RobStrunk';
    Boolean defaultPrimary       = true;
    settings.Default_Role__c     = defaultRole;
    settings.Default_Primary__c  = defaultPrimary;
    insert settings;
        
    Test.startTest();

    // NON Setup code. Things we actually want to test
    Opportunity o = new Opportunity();
    o.AccountId   = a.Id;
    o.Amount      = 9999999;
    o.CloseDate   = Date.today();
    o.StageName   = 'Prospecting';
    o.Name        = 'Tesla Motors';
    insert o;
        
    // Make sure things work!
    List<OpportunityContactRole> ocrs = 
      [SELECT Id, ContactId, Role, IsPrimary
         FROM OpportunityContactRole 
        WHERE OpportunityId = :o.Id];
    
    // Make sure only 1 OCR is created
    System.assertEquals(1, ocrs.size());        
    OpportunityContactRole ocr = ocrs[0];
        
    // Make sure the defaults are correct
    System.assertEquals(defaultRole, ocr.Role);
    System.assertEquals(defaultPrimary, ocr.IsPrimary);
    System.assertEquals(c.Id, ocr.ContactId);
        
    // Test the weird use case
    Lead l = new Lead();
    l.LastName = 'Kishore';
    l.Company  = a.Name;
    l.Status   = 'Open - Not Contacted';
    insert l;
        
    // Convert the lead
    Database.LeadConvert lc = new Database.LeadConvert();
    lc.setLeadId(l.id);
    lc.setAccountId(a.Id);
    lc.setContactId(c.Id);
    lc.setConvertedStatus('Closed - Converted');
    Database.LeadConvertResult lcr = Database.convertLead(lc);
        
    List<OpportunityContactRole> ocrsConvert = 
      [SELECT Id, ContactId, Role, IsPrimary
         FROM OpportunityContactRole 
        WHERE OpportunityId = :lcr.getOpportunityId()];
        
    // Make sure only 1 OCR is created
    System.assertEquals(1, ocrsConvert.size());     
    OpportunityContactRole ocrConvert = ocrsConvert[0];
        
    // Make sure the Salesforce defaults are correct
    System.assertEquals(null, ocrConvert.Role);
    System.assertEquals(true, ocrConvert.IsPrimary);
    System.assertEquals(c.Id, ocrConvert.ContactId);
        
    Test.stopTest();
  }
}

Hope you all had fun and see you next time!

David