B2B B2C
CUSTOM 'Lead__c' (B2B/B2C) CONVERT INTO 'ACCOUNT + CONTACT' / 'PERSON ACCOUNT'
- Custom Lead__c convert by using 'Trigger'.
- I've using Trigger, Batch Class, Schedule Class.
- After conversion Lead__c record, automatically delete Lead__c within 20 seconds.
- B2B Lead__c after conversion to create Business Account & Account-Related Contact Record.
- B2C Lead__c after conversion to create Person Account Record.
Trigger -: LeadConvert
trigger LeadConvert on Leads__c (after update) { List<ID> ConvertedLeadID = New List<ID>(); list<string> hh = new list<string>(); list<account> app =new list<account>(); list<contact> caa = new list<contact>(); Id AccRecordTypeId = Schema.SObjectType.Leads__c.getRecordTypeInfosByName().get('Provider').getRecordTypeId(); Id Acc1RecordTypeId = Schema.SObjectType.Leads__c.getRecordTypeInfosByName().get('Patient').getRecordTypeId(); RecordType rt1 = [select id,Name from RecordType where SobjectType='Account' AND recordtype.name='Provider']; RecordType rt2 = [select id,Name from RecordType where SobjectType='Account' AND recordtype.name='Patient']; Boolean process=false; for(Leads__c bb :trigger.new){ if( bb.Lead_Status__c =='Converted' && trigger.oldMap.get(bb.id).Lead_Status__c !='Converted'){ process=true; ConvertedLeadID.add(bb.Id); if(bb.Hospital_Name__c!=null && bb.Hospital_Name__c!='' ) hh.add(bb.Hospital_Name__c); } } if(process){ Map<string,id> mapAcc = new Map<string,id>(); //mapAcc.keySet(); for(account acc :[select id,name from account where name in:hh]){ mapAcc.put(acc.name.toLowerCase(),acc.id); system.debug('map'+mapAcc); } Map<string,Account> mapAccToInsert = new Map<string,Account>(); for(Leads__c ac : trigger.new){ if(ac.Lead_Status__c =='Converted' && trigger.oldMap.get(ac.id).Lead_Status__c !='Converted'){ if(String.isNotBlank(ac.Hospital_Name__c) && mapAcc!=Null && !mapAcc.containsKey(ac.Hospital_Name__c.toLowerCase()) && ac.RecordTypeId == AccRecordTypeId){ account ap = new account(); ap.name=ac.Hospital_Name__c; ap.Website=ac.Website__c;//b2b rectype mapAccToInsert.put(ac.Hospital_Name__c.toLowerCase(),ap); } else if(ac.RecordTypeId == Acc1RecordTypeId){ account kk = new account(); kk.RecordTypeId=rt2.ID;//b2c recordtype kk.Relationship__c=ac.Relationship__c; kk.If_Other_Please_Specify__c = ac.If_Other_Please_Specify__c; kk.Guardian_First_Name__c=ac.Guardian_First_Name__c; kk.Guardian_Middle_Name__c=ac.Guardian_Middle_Name__c; kk.Guardian_Last_Name__c=ac.guardian_Last_Name__c; kk.race__c=ac.race__c; kk.Phone=ac.Phone_1__c; kk.Email_Address_Work__c=ac.Email_1__c; kk.FirstName=ac.First_Name__c; kk.MiddleName=ac.Middle_Name__c; kk.LastName=ac.Last_Name__c; kk.Gender__pc=ac.Gender__c; kk.Date_of_Birth__c=ac.Date_of_Birth__c; kk.Social_Security_Number__c=ac.Social_Security_Number__c; kk.BillingCity=ac.City__c; kk.BillingStreet=ac.Street_Address__c; kk.BillingState=ac.State__c; kk.BillingCountry=ac.Country__c; kk.BillingPostalCode=string.valueOf(ac.Zip_Postal_Code__c); app.add(kk); } }} insert app; insert mapAccToInsert.values(); for(Leads__c ac : trigger.new){ if(ac.Lead_Status__c =='Converted' && trigger.oldMap.get(ac.id).Lead_Status__c !='Converted' && ac.RecordTypeId == AccRecordTypeId){ if(mapAcc.containsKey(ac.Hospital_Name__c.toLowerCase())){ contact con = new contact(); con.FirstName=ac.First_Name__c; con.MiddleName=ac.Middle_Name__c; con.lastname=ac.last_name__c; con.Religion_Belief__c=ac.Religion_Belief__c; con.Race__c=ac.Race__c; con.Phone_1_Type__c=ac.Phone_1_Type__c; con.Phone=ac.Phone_1__c; con.Phone_2__c=ac.Phone_2__c; con.Phone_2_Type__c=ac.Phone_2_Type__c; con.Email=ac.Email_1__c; con.Email_2__c=ac.Email_2__c; con.Marital_Status__c=ac.Marital_Status__c; con.Date_of_Birth__c=ac.Date_of_Birth__c; con.Description=ac.Description__c; con.Title=ac.Title__c; con.MailingCity=ac.City__c; con.MailingStreet=ac.Street_Address__c; con.MailingState=ac.State__c; con.MailingCountry=ac.Country__c; con.MailingPostalCode=String.valueOf(ac.Zip_Postal_Code__c); con.accountid=mapacc.get(ac.Hospital_Name__c.toLowerCase()); system.debug('===='+mapacc.get(ac.Hospital_Name__c.toLowerCase())); caa.add(con); } else{ contact ca = new contact(); ca.AccountId=mapAccToInsert.get(ac.Hospital_Name__c.toLowerCase()).Id; ca.FirstName=ac.First_Name__c; ca.MiddleName=ac.Middle_Name__c; ca.LastName=ac.Last_Name__c; ca.Race__c=ac.Race__c; ca.Religion_Belief__c=ac.Religion_Belief__c; ca.Phone_1_Type__c=ac.Phone_1_Type__c; ca.Phone=ac.Phone_1__c; ca.Phone_2__c=ac.Phone_2__c; ca.Phone_2_Type__c=ac.Phone_2_Type__c; ca.Email=ac.Email_1__c; ca.Email_2__c=ac.Email_2__c; ca.Marital_Status__c=ac.Marital_Status__c; ca.Date_of_Birth__c=ac.Date_of_Birth__c; ca.Description=ac.Description__c; ca.Title=ac.Title__c; ca.MailingCity=ac.City__c; ca.MailingStreet=ac.Street_Address__c; ca.MailingState=ac.State__c; ca.MailingCountry=ac.Country__c; ca.MailingPostalCode=String.valueOf(ac.Zip_Postal_Code__c); caa.add(ca); } } } insert caa; LeadBatchScheduled bt = New LeadBatchScheduled(ConvertedLeadID); //bt.convertedLeadID=ConvertedLeadID; //database.executeBatch( bt); DateTime dtt = system.now().addseconds(20); String sch4 = dtt.Second() +' '+dtt.Minute() +' '+ dtt.Hour() +' '+dtt.Day()+' '+dtt.Month()+' ? '+dtt.Year(); System.schedule('Schedule Job4'+sch4 , sch4, bt); } }
Batch Class -: LeadBatch
Global class LeadBatch implements database.Batchable <sObject>
{
Global list<ID> convertedLeadID = New List<ID>();
Global database.QueryLocator start(database.BatchableContext dc)
{
return database.getQueryLocator('select id from Leads__c where ID in : convertedLeadID');
}
Global void execute(database.BatchableContext b,list<sObject> obj)
{
delete obj;
}
Global void finish(database.BatchableContext b)
{
//optional
}
}Scheduled Class -: LeadBatchScheduled
global class LeadBatchScheduled implements schedulable
{
list<ID> LD = New List<ID>();
Global LeadBatchScheduled(){
}
Global LeadBatchScheduled(List<ID> leadIDs){
this.LD=leadIds;
}
global void execute(schedulableContext ctx)
{
LeadBatch kl = new LeadBatch();
kl.convertedLeadID=this.LD;
database.executeBatch(kl);
}
}
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