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Merge pull request #333 from SFDO-Community-Sprints/metecho/enable-lead-matching
Metecho/enable lead matching
2 parents d859219 + 6821c42 commit 389f219

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39 files changed

+1294
-34
lines changed

39 files changed

+1294
-34
lines changed

‎force-app/main/default/classes/SummitEventsAfterLeadConversion.cls‎

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public class SummitEventsAfterLeadConversion {
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public static void afterUpdate(List<Lead> newLeads) {
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updateEventsOnConvert(newLeads);
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}
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static void updateEventsOnConvert(List<Lead> newLeads) {
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List<Lead> converted = new List<Lead>();
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for (Lead l : newLeads) {
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if (l.IsConverted) {
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converted.add(l);
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}
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}
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if (!converted.isEmpty()) {
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List<Summit_Events_Registration__c> registrations = [
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SELECT Id, Lead__c, Matching_Log__c
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FROM Summit_Events_Registration__c
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WHERE Lead__c IN :converted AND Contact__c = NULL
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];
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Map<Id, Lead> leadMap = new Map<Id, Lead>(converted);
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for (Summit_Events_Registration__c reg : registrations) {
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reg.Contact__c = leadMap.get(reg.Lead__c).ConvertedContactId;
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reg.Matching_Log__c += '<hr>Lead converted to Contact - ' + System.now();
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}
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update registrations;
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}
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}
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}

‎force-app/main/default/classes/SummitEventsAfterLeadConversion.cls-meta.xml‎

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<?xml version="1.0" encoding="UTF-8"?>
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<ApexClass xmlns="http://soap.sforce.com/2006/04/metadata">
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<apiVersion>52.0</apiVersion>
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<status>Active</status>
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</ApexClass>

‎force-app/main/default/classes/SummitEventsContactMatching.cls‎

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‎force-app/main/default/layouts/Summit_Events_Lead_Matching_Mapping__mdt-Summit Events Lead Matching Mapping Layout.layout-meta.xml‎

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<?xml version="1.0" encoding="UTF-8"?>
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<Layout xmlns="http://soap.sforce.com/2006/04/metadata">
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<layoutSections>
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<customLabel>false</customLabel>
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<detailHeading>false</detailHeading>
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<editHeading>true</editHeading>
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<label>Information</label>
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<layoutColumns>
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<layoutItems>
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<behavior>Required</behavior>
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<field>MasterLabel</field>
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</layoutItems>
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<layoutItems>
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<behavior>Required</behavior>
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<field>Source_Type__c</field>
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</layoutItems>
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<layoutItems>
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<behavior>Edit</behavior>
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<field>Source_Object__c</field>
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</layoutItems>
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<layoutItems>
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<behavior>Required</behavior>
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<field>Source_Value__c</field>
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</layoutItems>
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<layoutItems>
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<behavior>Required</behavior>
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<field>Lead_Field_API_Name__c</field>
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</layoutItems>
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</layoutColumns>
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<layoutColumns>
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<layoutItems>
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<behavior>Required</behavior>
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<field>DeveloperName</field>
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</layoutItems>
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<layoutItems>
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<behavior>Edit</behavior>
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<field>IsProtected</field>
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</layoutItems>
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<layoutItems>
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<behavior>Required</behavior>
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<field>NamespacePrefix</field>
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</layoutItems>
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<layoutItems>
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<behavior>Required</behavior>
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<field>Lead_Matching_Method__c</field>
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</layoutItems>
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<layoutItems>
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<behavior>Edit</behavior>
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<field>Matching_Only__c</field>
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</layoutItems>
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</layoutColumns>
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<style>TwoColumnsTopToBottom</style>
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</layoutSections>
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<layoutSections>
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<customLabel>false</customLabel>
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<detailHeading>false</detailHeading>
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<editHeading>true</editHeading>
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<label>System Information</label>
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<layoutColumns>
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<layoutItems>
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<behavior>Readonly</behavior>
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<field>CreatedById</field>
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</layoutItems>
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</layoutColumns>
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<layoutColumns>
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<layoutItems>
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<behavior>Readonly</behavior>
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<field>LastModifiedById</field>
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</layoutItems>
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</layoutColumns>
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<style>TwoColumnsTopToBottom</style>
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</layoutSections>
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<layoutSections>
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<customLabel>true</customLabel>
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<detailHeading>true</detailHeading>
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<editHeading>false</editHeading>
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<label>Custom Links</label>
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<layoutColumns/>
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<layoutColumns/>
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<layoutColumns/>
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<style>CustomLinks</style>
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</layoutSections>
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<showEmailCheckbox>false</showEmailCheckbox>
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<showHighlightsPanel>false</showHighlightsPanel>
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<showInteractionLogPanel>false</showInteractionLogPanel>
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<showRunAssignmentRulesCheckbox>false</showRunAssignmentRulesCheckbox>
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<showSubmitAndAttachButton>false</showSubmitAndAttachButton>
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<summaryLayout>
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<masterLabel>00h17000007jTJq</masterLabel>
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<sizeX>4</sizeX>
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<sizeY>0</sizeY>
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<summaryLayoutStyle>Default</summaryLayoutStyle>
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</summaryLayout>
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</Layout>

‎force-app/main/default/layouts/Summit_Events_Registration__c-Summit Events Registration Default Layout.layout-meta.xml‎

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<field>Contact__c</field>
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</layoutItems>
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<layoutItems>
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<emptySpace>true</emptySpace>
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<behavior>Edit</behavior>
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<field>Lead__c</field>
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</layoutItems>
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<layoutItems>
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<behavior>Edit</behavior>
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<behavior>Edit</behavior>
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<field>New_Contact_Created__c</field>
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</layoutItems>
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<layoutItems>
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<behavior>Edit</behavior>
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<field>New_Lead_Created__c</field>
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</layoutItems>
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<layoutItems>
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<behavior>Edit</behavior>
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<field>Matching_Log__c</field>
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<showRunAssignmentRulesCheckbox>false</showRunAssignmentRulesCheckbox>
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<showSubmitAndAttachButton>false</showSubmitAndAttachButton>
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<summaryLayout>
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<masterLabel>00h1D000003cIzE</masterLabel>
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<masterLabel>00h17000007jSEu</masterLabel>
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<sizeX>4</sizeX>
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<sizeY>0</sizeY>
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<summaryLayoutStyle>Default</summaryLayoutStyle>

‎force-app/main/default/layouts/Summit_Events__c-Summit Event Default Layout.layout-meta.xml‎

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</layoutColumns>
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<style>TwoColumnsLeftToRight</style>
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</layoutSections>
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<layoutSections>
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<customLabel>true</customLabel>
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<detailHeading>true</detailHeading>
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<editHeading>true</editHeading>
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<label>Lead Matching</label>
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<layoutColumns>
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<layoutItems>
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<behavior>Edit</behavior>
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<field>Lead_matching_rules__c</field>
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</layoutItems>
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<layoutItems>
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<behavior>Edit</behavior>
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<field>Lead_Creation_Duplicate_Rule__c</field>
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</layoutItems>
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<layoutItems>
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<behavior>Edit</behavior>
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<field>Custom_Metadata_Lead_Matching_Method__c</field>
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</layoutItems>
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</layoutColumns>
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<layoutColumns>
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<layoutItems>
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<behavior>Readonly</behavior>
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<field>Lead_Matching_Rule_Description__c</field>
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</layoutItems>
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<layoutItems>
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<behavior>Edit</behavior>
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<field>Lead_Matching_No_Match_Behavior__c</field>
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</layoutItems>
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<layoutItems>
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<behavior>Edit</behavior>
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<field>Lead_Matching_Multiple_Match_Behavior__c</field>
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</layoutItems>
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</layoutColumns>
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<style>TwoColumnsLeftToRight</style>
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</layoutSections>
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<layoutSections>
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<customLabel>false</customLabel>
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<detailHeading>true</detailHeading>
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</miniLayout>
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<platformActionList>
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<actionListContext>Record</actionListContext>
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<platformActionListItems>
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<actionName>Clone</actionName>
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<actionType>StandardButton</actionType>
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<sortOrder>2</sortOrder>
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</platformActionListItems>
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<platformActionListItems>
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<actionName>Edit</actionName>
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<actionType>StandardButton</actionType>
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<actionType>StandardButton</actionType>
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<sortOrder>1</sortOrder>
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</platformActionListItems>
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<platformActionListItems>
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<actionName>Clone</actionName>
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<actionType>StandardButton</actionType>
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<sortOrder>2</sortOrder>
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</platformActionListItems>
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</platformActionList>
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<relatedLists>
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<fields>NAME</fields>
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<showRunAssignmentRulesCheckbox>false</showRunAssignmentRulesCheckbox>
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<showSubmitAndAttachButton>false</showSubmitAndAttachButton>
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<summaryLayout>
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<masterLabel>00h1D0000045UfG</masterLabel>
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<masterLabel>00h17000007jSSZ</masterLabel>
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<sizeX>4</sizeX>
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<sizeY>0</sizeY>
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<summaryLayoutStyle>Default</summaryLayoutStyle>

‎force-app/main/default/objects/Summit_Events_Contact_Matching_Mapping__mdt/fields/Contact_Matching_Method__c.field-meta.xml‎

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<valueSet>
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<restricted>true</restricted>
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<valueSetDefinition>
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<sorted>false</sorted>
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<sorted>true</sorted>
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<value>
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<fullName>Admissions</fullName>
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<default>false</default>
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<label>Admissions</label>
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</value>
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<value>
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<fullName>Blue</fullName>
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<default>true</default>
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<label>Blue</label>
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</value>
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<value>
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<fullName>Green</fullName>
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<default>false</default>
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<label>Green</label>
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</value>
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<value>
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<fullName>Red</fullName>
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<default>false</default>
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<label>Red</label>
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</value>
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<value>
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<fullName>Yellow</fullName>
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<default>false</default>
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<label>Yellow</label>
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</value>
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</valueSetDefinition>
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</valueSet>
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</CustomField>

‎force-app/main/default/objects/Summit_Events_Lead_Matching_Mapping__mdt/Summit_Events_Lead_Matching_Mapping__mdt.object-meta.xml‎

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<?xml version="1.0" encoding="UTF-8"?>
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<CustomObject xmlns="http://soap.sforce.com/2006/04/metadata">
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<label>Summit Events Lead Matching Mapping</label>
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<pluralLabel>Summit Events Lead Matching Mappings</pluralLabel>
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<visibility>Public</visibility>
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</CustomObject>

‎force-app/main/default/objects/Summit_Events_Lead_Matching_Mapping__mdt/fields/Lead_Field_API_Name__c.field-meta.xml‎

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<?xml version="1.0" encoding="UTF-8"?>
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<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
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<fullName>Lead_Field_API_Name__c</fullName>
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<externalId>false</externalId>
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<fieldManageability>DeveloperControlled</fieldManageability>
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<label>Lead Field API Name</label>
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<length>255</length>
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<required>true</required>
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<type>Text</type>
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<unique>false</unique>
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</CustomField>

‎force-app/main/default/objects/Summit_Events_Lead_Matching_Mapping__mdt/fields/Lead_Matching_Method__c.field-meta.xml‎

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<?xml version="1.0" encoding="UTF-8"?>
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<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
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<fullName>Lead_Matching_Method__c</fullName>
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<externalId>false</externalId>
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<fieldManageability>DeveloperControlled</fieldManageability>
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<label>Lead Matching Method</label>
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<required>true</required>
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<type>Picklist</type>
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<valueSet>
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<restricted>true</restricted>
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<valueSetDefinition>
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<sorted>true</sorted>
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<value>
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<fullName>Blue</fullName>
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<default>true</default>
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<label>Blue</label>
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</value>
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<value>
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<fullName>Green</fullName>
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<default>false</default>
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<label>Green</label>
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</value>
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<value>
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<fullName>Red</fullName>
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<default>false</default>
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<label>Red</label>
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</value>
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<value>
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<fullName>Yellow</fullName>
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<default>false</default>
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<label>Yellow</label>
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</value>
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</valueSetDefinition>
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</valueSet>
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</CustomField>

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