Anthony Victorio

Salesforce Roll-Up Summary Trigger Revised

Anthony Victorio — Tue, 07 Jun 2011 17:17:16 +0000

Salesforce Roll-Up Summary Trigger

Why on earth would anybody want a Salesforce trigger to perform a roll-up summary type function when Salesforce already provides you with Roll-Up Summary fields?

The answer may not be apparent until you begin to be inhibited by the limitations of Roll-Up Summary fields. So what are these limitations?

Objects have a limit of 10 maximum roll-up summary fields
Objects on the master side of a master-detail relationship can have roll-up summary fields
Lookup relationships do not support roll-up summary fields
Long text area, multi-select picklist, and system fields are not supported as filters or bases for roll-up summary fields
Campaign roll-up summary fields do not recalculate values when Lead or Contacts are deleted

Colin Loretz and Jeff Douglas have both developed very similar solutions for combating these challenges through the use of Salesforce apex triggers:

Roll-Up Summary Fields with Lookup Relationships Part 1 – Jeff Douglas
Salesforce Rollup Summary Fields using Apex Code – Colin Loretz

However, both approaches still face some challenges:

Governor Limits – If their list<> contains more than the allowed amount (currently 10,000) then an exception will be thrown
Invalid Query Locator – Colin’s solutions relies on sub-query (related record) calls, which tend to break when processing thousands of records.

To address these challenges I put together an apex trigger that reduces the size of my list by taking advantage of sets, the SOQL SUM and Group By functions and the AggregateResult sObject. I also used maps to retrieve my sum totals which eliminates the invalid query locator errors.

The following trigger sums a number field on a custom object and then updates an Opportunity number field with the total. The structure is as follows:

Opportunity
- Payments (Lookup Relationship on Opportunity__c)

Salesforce Roll-Up Summary Trigger

trigger OpportunityRollUpPayments on Payment__c (after delete, after insert, after update) {

  //Limit the size of list by using Sets which do not contain duplicate elements
  set OpportunityIds = new set();

  //When adding new payments or updating existing payments
  if(trigger.isInsert || trigger.isUpdate){
    for(Payment__c p : trigger.new){
      OpportunityIds.add(p.Opportunity__c);
    }
  }

  //When deleting payments
  if(trigger.isDelete){
    for(Payment__c p : trigger.old){
      OpportunityIds.add(p.Opportunity__c);
    }
  }

  //Map will contain one Opportunity Id to one sum value
  map OpportunityMap = new map ();

  //Produce a sum of Payments__c and add them to the map
  //use group by to have a single Opportunity Id with a single sum value
  for(AggregateResult q : [select Opportunity__c,sum(Amount__c)
    from Payment__c where Opportunity__c IN :OpportunityIds group by Opportunity__c]){
      OpportunityMap.put((Id)q.get('Opportunity__c'),(Double)q.get('expr0'));
  }

  List OpportunitiesToUpdate = new List();

  //Run the for loop on Opportunity using the non-duplicate set of Opportunities Ids
  //Get the sum value from the map and create a list of Opportunities to update
  for(Opportunity o : [Select Id, Total_Payments__c from Opportunity where Id IN :OpportunityIds]){
    Double PaymentSum = OpportunityMap.get(o.Id);
    o.Total_Payments__c = PaymentSum;
    OpportunitiesToUpdate.add(o);
  }

  update OpportunitiesToUpdate;
}

I have tested this method and have successfully updated over 10,000 Opportunity records with over 35,000 payment records through the bulk-api, so I feel good about it. When I get around to it I’ll write up the test class and publish it here.

Update: Here’s the test class.

@isTest
private class TestOpportunityRollUpPayments {

    static testMethod void myUnitTest() {

        Profile pf = [Select Id from Profile where Name = 'System Administrator'];

        User u = new User();
        u.FirstName = 'Test';
        u.LastName = 'User';
        u.Email = 'testuser@test123456789.com';
        u.CompanyName = 'test.com';
        u.Title = 'Test User';
        u.Username = 'testuser@test123456789.com';
        u.Alias = 'testuser';
        u.CommunityNickname = 'Test User';
        u.TimeZoneSidKey = 'America/Mexico_City';
        u.LocaleSidKey = 'en_US';
        u.EmailEncodingKey = 'ISO-8859-1';
        u.ProfileId = pf.Id;
        u.LanguageLocaleKey = 'en_US';
        insert u;

        system.runAs(u){

            Opportunity o = new Opportunity();
            o.Name = 'Test Opportunity';
            o.StageName = 'Closed Won';
            o.CloseDate = system.today();
            insert o;

            system.assertEquals(o.Total_Payments__c, null);

            //Test payments on insert
            Payment__c p1 = new Payment__c();
            p1.Opportunity__c = o.Id;
            p1.Amount__c = 100;
            insert p1;

            Opportunity ou1 = [select Total_Payments__c from Opportunity where Id = :o.Id];
            system.assertEquals(ou1.Total_Payments__c,p1.Amount__c);

            //Test payments on update
            Payment__c p1u = [select Amount__c from Payment__c where Id = :p1.Id];
            p1u.Amount__c = 200;
            update p1u;

            Opportunity ou2 = [select Total_Payments__c from Opportunity where Id = :o.Id];
            system.assertEquals(ou2.Total_Payments__c,p1u.Amount__c);

            //Test payments on second insert
            Payment__c p2 = new Payment__c();
            p2.Opportunity__c = o.Id;
            p2.Amount__c = 800;
            insert p2;

            AggregateResult ag1 = [select sum(Amount__c) from Payment__c where Opportunity__c = :o.Id];

            Opportunity ou3 = [select Total_Payments__c from Opportunity where Id = :o.Id];
            system.assertEquals(ou3.Total_Payments__c,ag1.get('expr0'));

            //Test payment on delete
            delete p2;

            AggregateResult ag2 = [select sum(Amount__c) from Payment__c where Opportunity__c = :o.Id];

            Opportunity ou4 = [select Total_Payments__c from Opportunity where Id = :o.Id];
            system.assertEquals(ou4.Total_Payments__c,ag2.get('expr0'));

        }

    }

}

To see this trigger in action jump over to the roll-up summary trigger demo.

Do you see any holes in my code? Please point them out in the comment section below :)

Salesforce Apex & VisualForce Syntax Highlighter for WordPress

Anthony Victorio — Tue, 07 Jun 2011 05:00:30 +0000

Salesforce Apex / Visualforce Syntax Highlighter

If you’ve ever used a search engine to find help on Salesforce development, then you’re probably familiar with Jeff Douglas. He is the inspiration behind this section of my blog. As a developer, I often find my self accumulating an ever growing array of help documents, useful functions, tips, shortcuts and commonly repeated code. Rather than hog them for my self, I decided to do what Jeff has been doing and share my knowledge with the online community.

Before I started to blog about Salesforce, I began looking for syntax highlighter wordpress plugins that might meet my needs. While the options were plentiful, none were specific to Salesforce and so I took it upon my self to develop my own. Now, to begin my first Salesforce post I share this plugin with you and a bit of information about how it came together.

Thanks to a post by Eric Santiago on his version of a Visualforce Syntax Highlighter for Typepad and a post by Alex on adding new brushes to Syntax Highlighter Evolved I was able to put together a WordPress plugin that works alongside the SyntaxHighlighter Evolved plugin in order to provide Apex & VisualForce sytanx highlighting.

You can download the plugin by clicking on this link: SyntaxHighlighter Evolved: Salesforce Apex & VisualForce Brush.

I’ve submitted the plugin to the wordpress.org depository so hopefully it will appear there soon.

Once you’ve installed both plugins, you can begin writing your code by using the following shortcodes:

[visualforce] [/visualforce]
[apex] [/apex]

Here’s an example of the Visualforce syntax:

Here’s an example for the Apex syntax:

trigger CreateActivityFromPublicTask on Public_Task__c (after insert) {

  List TasksToCreate = new List();

  for (Public_Task__c pt : Trigger.new) {

    Task t = new Task();
    t.Priority = pt.Priority__c;
    t.ActivityDate = pt.Call_Back_Date__c;
    t.Call_Back_Time__c = pt.Call_Back_Time__c;
    t.Call_Back_Number__c = pt.Call_Back_Number__c;
    t.Description = pt.Comments__c;
    t.WhoId = pt.Lead__c;
    t.Status = pt.Status__c;
    t.Type = pt.Type__c;
    t.Subject = pt.Subject__c;
    t.IsReminderSet = pt.IsReminderSet__c;
    t.ReminderDateTime = pt.ReminderDateTime__c;
    t.OwnerId = pt.OwnerId;
    TasksToCreate.add(t);
  }
  if(TasksToCreate.size() > 0) {
    insert TasksToCreate;
  }
}

100 Days, 100 Successes – Obama’s First 100 Days in Office

Anthony Victorio — Thu, 30 Apr 2009 15:03:35 +0000

100 Days, 100 Successes – Obama’s First 100 Days in Office

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Who is Anthony Victorio?

Anthony Victorio — Tue, 14 Apr 2009 02:30:20 +0000

Hello. I am Anthony Victorio.

I would love to share all kinds of personal details about my self, however, identity theft has made me way too paranoid. I can tell you that I was born in Peru and migrated to the US when I was very young. I currently reside in Texas and make my living as a webmaster / web designer / seo consultant.

I created this site to share personal aspects of my life with my friends and to showcase my professional work with colleagues. To see some of my work check out the “Portfolio” section listed on the top menu.