Archive for March, 2011

Cloning Records in Apex

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When you clone an sObject in Apex, it copies all the fields populated in that Apex object, not necessarily all fields on the record.  Let’s say you have a Lead with FirstName, LastName, Company,  LeadSource and Status populated.  If you do the following, the clone will not have LeadSource and Status cloned from the original record.  It will use the default values for Leads. That is because those fields were not queried into the object.

/* query lead and then clone it */
lead l = [select id, firstname, lastname, company from lead where id = '00Q3000000aKwVN' limit 1][0];
lead l2 = l.clone(false, true);
insert l2;

If you are cloning records, it can be frustrating to keep it updated as you add new fields to Salesforce. I generally want all new fields to be cloned too. I’ll code to any exceptions if needed. To help with this, I wrote myself a handy method to build me a SOQL statement and obtain all the writable fields.

public with sharing class Utils{ 

    // Returns a dynamic SOQL statement for the whole object, includes only creatable fields since we will be inserting a cloned result of this query
    public static string getCreatableFieldsSOQL(String objectName, String whereClause){
        
        String selects = '';
        
        if (whereClause == null || whereClause == ''){ return null; }
        
        // Get a map of field name and field token
        Map<String, Schema.SObjectField> fMap = Schema.getGlobalDescribe().get(objectName.toLowerCase()).getDescribe().Fields.getMap();
        list<string> selectFields = new list<string>();
        
        if (fMap != null){
            for (Schema.SObjectField ft : fMap.values()){ // loop through all field tokens (ft)
                Schema.DescribeFieldResult fd = ft.getDescribe(); // describe each field (fd)
                if (fd.isCreateable()){ // field is creatable
                    selectFields.add(fd.getName());
                }
            }
        }
        
        if (!selectFields.isEmpty()){
            for (string s:selectFields){
                selects += s + ',';
            }
            if (selects.endsWith(',')){selects = selects.substring(0,selects.lastIndexOf(','));}
            
        }
        
        return 'SELECT ' + selects + ' FROM ' + objectName + ' WHERE ' + whereClause;
        
    }

}

So if I want to clone the Lead I describe above, I’d do the following and this will ensure that I will clone all the fields on the Lead. Since the method only adds Creatable fields to the SOQL, I don’t have to worry about trying to set a formula field or system field and generating an error.

/* query lead and then clone it */
String soql = Utils.getCreatableFieldsSOQL('lead','id=\'00Q3000000aKwVN\'');
lead l = (Lead)Database.query(soql);
lead l2 = l.clone(false, true);
insert l2;

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Auto Run Radial Searches

Oftentimes, you want to integrate a specific map search into your business processes. For example, suppose your Inside Sales team is reviewing Leads and needs to notify your closest partner of the lead information. Geopointe is the tool to help you know who your closest partner is and this entire process becomes even easier when being creative with the available URL Parameters for the Map page.

See this example in action in the video below.

The image below is a copy of the button configuration.

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Static Maps in Visualforce

Geopointe includes a Visualforce Component that allows you to create Static Maps on your Visualforce Pages.  A Static Map results in an image file (png, jpg or gif) that you can configure and place on your Visualforce Pages or embedded in Page Layouts.  The nice thing about Static Maps is that they do not slow down your pages from loading.  Rather, you are using the component to intelligently build an image URL.

Geopointe comes with some examples with the “embeddedMap…” pages.  These are pre-configured Visualforce Pages using the static map component to show you the location of a record.

We added a Static Map page on the website to act as the official documentation home for this functionality.  With Geopointe installed, you also get a documentation in your Component Reference regarding the geopointe:staticMap component.

Below are some examples showing off the functionality.

<geopointe:StaticMap mapProvider=”goog” width=”500″ height=”300″ useIconLabels=”true” iconColor=”green” locationIDs=”a07A000000ATQjhIAH,a07A0000006O0qc,a07A0000006NKq2,Evanston|IL,OakPark|IL”/>

<geopointe:StaticMap mapProvider=”mq” width=”800″ height=”200″ useIconLabels=”true” iconColor=”purple” locationIDs=”a07A000000ATQjhIAH,a07A0000006O0qc,a07A0000006NKq2,Evanston|IL,OakPark|IL” mapType=”hyb”/>

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