How to add a new lead and update an existing lead in Salesforce
I am new to Apex development and I'm starting to work on my project in Apex. I would like to do following:
using an email service //I figured this part
get emailAddress from an email //know how to do this if there is already exisiting lead or contact with the same emailAddress update his information else creat开发者_StackOverflow中文版e new leadI would like to kow how I can search my database (saleforce's leads and contacts) and update existing user's info.
You should execute a query on lead and contact using the email address as the criteria for you query. If it returns 0 records for the Lead and 0 records for the Contact, then you would create a new Lead.
Your query could return more than 1 record for either Lead or Contact, so you will have to develop a strategy to handle that case. Email address is not required to be unique.
public class StackOverflowExample {
public static void test(String email) {
handleNewEmail(email);
}
private static void handleNewEmail(String email) {
List<Lead> leads = [select id, email from Lead where email = :email];
List<Contact> contacts = [select id, email from Contact where email = :email];
if (leads.size() == 0 && contacts.size() == 0) {
//Create new lead
insert new Lead(Company = 'Lead Company', FirstName = 'firstname', LastName = 'lastname', Email = email);
} else if (leads.size() == 1) {
// Update this lead
leads[0].FirstName = 'newfirstname';
update leads;
} else if (contacts.size() == 1) {
// Update this contact
contacts[0].FirstName = 'newfirstname';
update contacts;
} else {
// Must be more than 1 contact or lead
System.debug('\nMore than 1 contact or lead.');
}
}
}
The other option is to execute a search limiting the scope to email fields.
public class StackOverflowExample {
public static void test(String email) {
handleNewEmail(email);
}
private static void handleNewEmail(String email) {
List<List<SObject>> searchResults = [FIND :email IN Email Fields RETURNING
Lead(Id, FirstName, LastName),
Contact(Id, FirstName, LastName)];
List<Lead> leads = ((List<Lead>)searchResults[0]);
List<Contact> contacts = ((List<Contact>)searchResults[1]);
if (leads.size() == 0 && contacts.size() == 0) {
//Create new lead
insert new Lead(Company = 'Lead Company', FirstName = 'firstname', LastName = 'lastname', Email = email);
} else if (leads.size() == 1) {
// Update this lead
leads[0].FirstName = 'newfirstname';
update leads;
} else if (contacts.size() == 1) {
// Update this contact
contacts[0].FirstName = 'newfirstname';
update contacts;
} else {
// Must be more than 1 contact or lead
System.debug('\nMore than 1 contact or lead.');
}
}
}
In the Salesforce built-in help you can find some info about the InboundEmail object. The page contains also 2 examples about working with Contacts and Leads based on email address extracted from the message.
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