Skip to main content

How to clone Lead record in apex ?

 We have standard clone button where we can clone only lead record, what if we need to clone all the child records and attachments along with Lead then apex is only options.

1. Define Quick Action "Clone", call lightning component.

2. Change layout add custom clone button in the place of Standard clone button.

We have to make sure, if any custom fields added in Lead in future then cloned should have that new field populated  and should be able to be converted.  That being said we cant hardcode field name. We have to make it dynamic.

Here is code block to get all fields dynamically in SOQL.

// This is the set where all fields name will be stored
Set<String> fieldNames = new Set<String>();
Map<StringSchema.SObjectField> fieldMap = Lead.sObjectType.getDescribe().fields.getMap();
// Get all of the fields on the object
for(String sFielName:fieldMap.keySet()){
  fieldNames.add(sFielName);
}
String fieldsName = String.join((Iterable<String>) fieldNames, ',');
// Build a Dynamic Query String.
String soqlQuery = ' SELECT ' + fieldsName + ' FROM Lead Where Id =: leadRecId';
system.debug('soqlQuery---'+soqlQuery);

The above code has one caveat, all the fields will be included, for example IsConverted field also be updated
which will stop lead conversion, we would not want that.
We have to tweak above code little bit not to include some of the fields.

Set<String> excludedFieldsName = new Set<String>{'isconverted','converteddate','convertedaccountid','convertedcontactid',
            'convertedopportunityid','createdbyid','lastmodifieddate','createddate','lastmodifiedbyid','systemmodstamp',
            'lastactivitydate','lastvieweddate','lastreferenceddate','ownerid'};

for(String sFielName:fieldMap.keySet()){
    if(excludedFieldsName.contains(sFielName)) continue;
  fieldNames.add(sFielName);
}

Now query is ready to pull lead record with desired fields , Lets talk about clone method. 

In salesforce the sObject class has a clone method that can be used. When using the clone method, there are two types of cloning: a shallow clone or a deep clone. Clone method has 4 parameters. We will get very good article to talk bout each parameters.

clone(Boolean preserveId, Boolean isDeepClone, Boolean preserveReadonlyTimestamps, Boolean preserveAutonumber)

https://www.levelupsalesforce.com/clone-method-in-salesforce

Here is my code to clone Lead only the fields available in SOQL.

List<Lead> Leads = Database.query(getSOQLStament());
System.debug('Leads--'+Leads);
if(!Leads.IsEmpty()){
    Lead newLead = Leads[0].clone(false, true);
    newLead.status = 'Active';
    Insert newLead;
    System.debug('newLead--'+newLead.id);
}

private static String getSOQLStament(){
        // This is the object for which we required data.
        Set<String> fieldNames = new Set<String>();
        Set<String> excludedFieldsName = new Set<String>{'isconverted','converteddate','convertedaccountid','convertedcontactid',
            'convertedopportunityid','createdbyid','lastmodifieddate','createddate','lastmodifiedbyid','systemmodstamp',
            'lastactivitydate','lastvieweddate','lastreferenceddate','ownerid'};
    Map<StringSchema.SObjectField> fieldMap = Lead.sObjectType.getDescribe().fields.getMap();
        // Get all of the fields on the object
        for(String sFielName:fieldMap.keySet()){
            if(!excludedFieldsName.contains(sFielName)){
                fieldNames.add(sFielName);
            }
             
        }
        String fieldsName = String.join((Iterable<String>) fieldNames, ',');
        // Build a Dynamic Query String.
    String soqlQuery = ' SELECT ' + fieldsName + ' FROM Lead Where Id =: leadRecId';
        system.debug('soqlQuery---'+soqlQuery);
        return soqlQuery;

    } 



  

Comments

Popular posts from this blog

How to Create a Tooltip in Lightning Datatable ?

Imagine you have a datatable displaying a list of Contact records , and one of the columns shows the Account Name . The Account Name is a hyperlink that allows users to navigate to the Account record page. But what if users want to take a quick glance at some key Account fields —like Phone or Address—without navigating to the Account record? In Salesforce Classic, this was achieved using the Mini Page Layout feature from standard page. However, in Lightning Experience, we can implement a similar feature by adding a tooltip to the data table. Solution Overview: We’ll create a Lightning Web Component (LWC) that: Displays a data table with a clickable Account Name . Provides a tooltip that shows the Account's Phone and Address fields when users hover over the Account Name. Implementation Steps: 1. Data Preparation We need to retrieve the following fields for each Contact and its associated Account: Contact Fields : Name, Phone, Email Account Fields : Name, Phone, Billing Addre...

Lifecycle hooks in LWC

There are 3 phase of LWC component  1. Mounting  A. constructor, B. connnectedCallback C. render D. renderedCallback 2. UnMounting  A. disconnectedcallback 3. Error  A.errorcallback Note - render is not lifecycle hook, it is protected method of Lightning element class. Mounting Phase LWC Creation and Render Life cycle Constructor Method ·        This method called when component is instantiated and It flows from parent to child component. ·        Need to call Super() inside constructor method ·        Can’t access any component properties or child component because it’s not ready yet. ·        Host element can be accessed through “this. template” inside constructor method. ·        Don’t add any attributes to host inside constructor C   constructor (){          super (); //...

Style in LWC

 Following are the ways we can apply in CSS in LWC. 1. Inline CCS Inline CSS is not recommended approaches, it is take highest priority among all CSS. style="color:green;font-size:10px;" is inline CSS added to div < template >     < lightning-card title = "Inline CSS" >         < div >             < div style = "color:green;font-size:10px;" > This is inline Style div </ div >         </ div >     </ lightning-card > </ template >  2. External CSS style can be applied to an elements such as h1, p,div span etc. It can applied to class using "." notation. for example .user{} It can also be applied to pseudo class.  for example .user:hover{} Id locator is not being used in LWC to apply style To apply external css, need to create separate CSS file, file name should be exactly matched with component name. for example - If component name is ...