![ContinuationLogo
List<Admin__c> lstAdm = [SELECT Id,Name,Total_Members__c, (SELECT
Id,Group_Members__c FROM Trichys__r) FROM Admin__c WHERE Id IN : adminIds];
for(Admin__c adm : lstAdm)
{
decimal total = 0;
if(adm.Trichys__r.size() >0)
for(Trichy__c tcy : adm.Trichys__r)
{
if(tcy.Group_Members__c != null)
total = total+tcy.Group_Members__c;](https://image.slidesharecdn.com/lowcodelovesalesforceautomationtoolvsapexcode-201214122204/85/Low-code-love-salesforce-automation-tool-vs-apex-code-16-320.jpg)
Low code love salesforce automation tool vs apex code
- 1. Salesforce Admin Group, Trichy Low Code Love: Salesforce Automation Tool vs Apex Code
- 2. Kadhar Basha J Salesforce Admin Group, Trichy Trailblazer Community Group Leader MST Solutions Sundaravel J Salesforce Admin Group, Trichy Trailblazer Community Group Co-Leader MST Solutions Salesforce Admin Group, Trichy
- 3. Salesforce Admin Group, Trichy Speaker Kadhar Basha J MST Solutions
- 4. Salesforce Admin Group, Trichy • Meetup Success • Public Interest • Social Media promotions • Leader contribution • Previous meetups • Achievement • Admin path
- 5. Today’s Agenda • What is a Roll-Up summary Field? • What is the necessity of automation? • What all are the limitations of Roll-Up • What alternative solutions do we have? • Demo • Questions & Answers • Conclusion
- 6. What is a Roll-Up summary Field?Logo • Roll-up summary is a built-in functionality in Salesforce. They allow you to create Sums, Counts, and more for objects that share a Master- Detail relationship. • Cannot use Roll-Up Summary fields to create a Sum or Count for objects related with a Lookup field • The Roll-up field automatically looks for the change in related records and automatically updates the Master record.
- 7. Continued…Logo • This can be created only when the relationship between Parent and child is ‘Master-Detail’ Relation.
- 8. ExampleLogo we have ‘Admin’ object, which his having a ‘Trichy’ as Child Object. We can calculate the number of child objects exists for the ‘Admin’ and display them in the ‘Admin’ object. When a new ‘Trichy’ is added, the roll-up summary field in ‘Admin’ is updated automatically.
- 10. What is the necessity of automation?Logo There are two more options to create a roll-up field without MD relationship. • Apex code • Automation process Why we choose Automation over apex code? We can integrate different Automation tools like Process Builder and Auto launched Flow to perform a complex process and can even call Apex code from the tools. In short, they have made the jobs of Salesforce Administrators easier.
- 11. Automation TypesLogo Automation process has divided into four different types based on the functionality • Workflow • Process Builder • Approval Process • Flow Builder
- 12. What all are the limitations of Roll-Up summary fieldLogo • A Roll-up summary can be created only on records which are having Master-Detail Relationship. • A Master-detail relationship can’t be changed to lookup relationship after creating a roll-up summary field on an object. • When you refer to a roll-up summary field in a list view or report, you can’t use certain qualifiers, including: Starts with Contains, Does not contain, Includes, Excludes and Within.
- 13. What alternative solutions do we have?Logo Now we can be able to create a Sum, Count, Min and Max field to populate values on objects that do not share a Master-Detail relationship using either Automation or Developing concepts • Apex/Trigger • Flow/Process Builder Screen Flow Auto-Launched Flow(Flow with Process Builder) Triggered Flow Lightning Scheduler Flow
- 14. Apex TriggerLogo trigger ApexRollUpSummaryTrigger on Trichy__c (after insert, after update, after delete, after undelete) { if (trigger.isAfter && (trigger.isInsert || trigger.isUpdate || trigger.isUndelete)) { ApexRollUpSummary.sumofMembers(trigger.new); } else if (trigger.isAfter && trigger.isDelete) { ApexRollUpSummary.sumofMembers(trigger.old); } }
- 15. Apex ClassLogo public class ApexRollUpSummary { public static void sumofMembers(list<Trichy__c> lstOfMembers) { Set<Id> adminIds = new Set<Id>(); List<Admin__c> updLstOfAdm = new List<Admin__c>(); List<Trichy__c> memberList = new List<Trichy__c>(); for(Trichy__c trichy : lstOfMembers) { if(trichy.Admin__c != null) adminIds.add(trichy.Admin__c); }
- 16. ContinuationLogo List<Admin__c> lstAdm = [SELECT Id,Name,Total_Members__c, (SELECT Id,Group_Members__c FROM Trichys__r) FROM Admin__c WHERE Id IN : adminIds]; for(Admin__c adm : lstAdm) { decimal total = 0; if(adm.Trichys__r.size() >0) for(Trichy__c tcy : adm.Trichys__r) { if(tcy.Group_Members__c != null) total = total+tcy.Group_Members__c;
- 17. ContinuationLogo } adm.Total_Members__c = total; updLstOfAdm.add(adm); } if(updLstOfAdm.size() > 0) { update updLstOfAdm; } } }
- 21. Challenges in ApexLogo • Need to maintain all the insert and update events in a single trigger for a single object (As part of best practice) • Need to have handler logic in separate apex class. • Mandatorily should write apex test class and have test coverage of above 75% for and every class. • Test class should cover positive, negative and bulk scenarios (As part of best practice). • Need to have trigger switch in order to turn it off in production.
- 22. Launch DEMO
- 24. Conclusion • Sometimes Apex code also depend on Automation process • New version of Flow contains all those options which is available after wrote a huge lines of code in Apex. • Initially process builder doesn’t have “Delete” option but that would be overcome by Flow builder • As a Low Code Lover, I would suggest to go with Automation
- 25. Word Quiz