Category: Apex

Salesforce Apex: How to Send Emails Using Templates Without a targetObjectId

Published November 13, 2024

When sending an email using a template in Apex, the “targetObjectId” is typically required, which must be the ID of a Lead, Contact, or User. However, in many cases, you may not have a targetObjectId available, especially when sending an email from a custom object to an external email address that isn’t associated with a Lead, Contact, or User in Salesforce.

Many articles suggest creating a dummy Contact record to use as the targetObjectId, but this workaround can be cumbersome and unreliable.

Here’s a more effective solution that avoids the need for a dummy Contact. See the sample code in article.

Convert DateTime to another timezone and extract the date and time parts

Published November 8, 2024

The article explains converting the current DateTime to a specific time zone using Apex code and then converts it to a string without altering it to the user’s local time zone. The string DateTime is then parsed into separate variables to extract the date and time components.

Automatically refresh Salesforce dashboard using apex scheduled job

Published October 7, 2024

This article demonstrates automatically refreshing dashboards using apex scheduled job that you can plan to run at specific times.
It uses a custom setting to store the dashboard Ids then a scheduled job to get all dashboard Ids from the custom setting and refresh the dashboard at specific time or multiple times a day.

Salesforce Apex – Using Slack API archive/unarchive a Slack Channel

Published July 18, 2024

This article walk you through using the Slack API within Salesforce Apex. This contains an example of unarchiving the Slack channel using API: https://api.slack.com/methods/conversations.unarchive

This article has two apex invocable actions that can be invoked from the flow and other apex classes.

Advanced Send Email Flow Action – Send email from Salesforce flow with CC, BCC, and email attachments

Published June 20, 2024

This class can be used in flows to send emails programmatically without needing predefined email alerts.
It allows customization of email content, recipients, and attachments on the fly. The Apex class is designed to send emails from Salesforce without the need for an Email Alert.

Screen Flow – Preview the email body with merge fields populated before sending out

Published May 24, 2024

This article shows, how to preview an email in a screen flow with actual merge fields populated before sending it out to a customer, ensuring all details are correct. By using an Apex invocable action that returns email body with all the merge fields populated and in the screen flow show text using display text component and HTML body using an LWC.

Update lead Owner, when a lead is assigned to a Sales Engagement cadence (cadence starts).

Published April 6, 2024

This article provides step-by-step instructions to help you set up an automation using Change Data Capture, Flow and Apex trigger to update the lead Owner, when a lead is assigned to a Specific cadence. The apex trigger listens for new events on the ActionCadenceTrackerChangeEvent object, and when a Lead is targeted by a specific cadence (‘my test cadence’), it triggers a Flow to update the lead owner with the cadence assignee.

Salesforce Apex – Send weekly emails to respective owners with their open tasks

Published April 3, 2024

This article walk you through creating an Apex class which is used to send a summary of open tasks to each active standard user in Salesforce, helping them stay informed about their pending tasks. The email is sent from a specified org-wide email address, and the tasks are listed in a table format within the email.

Salesforce LWC to show CMS Content (Collection) as Accordion on public LWR Site using ConnectAPI.ManagedContentDelivery class

Published March 29, 2024

An example of LWC to display CMS Content (Collection) as an accordion on a public Lightning Web Runtime (LWR) site, leveraging the ConnectAPI.ManagedContentDelivery class. In this example, I use the getCollectionItemsForChannel method from the ConnectAPI.ManagedContentDelivery class to retrieve CMS Collection items and display them as an accordion.

An example of Salesforce Integration using Apex Webservice/webhook to create lead

Published March 29, 2024

The following article demonstrates exposing the apex class as a REST web service for creating a lead record in Salesforce. It is designed to handle HTTP POST requests containing lead data in JSON format.

Salesforce apex trigger: process records in less than 200 records per transaction using queueable chaining

Published October 26, 2023

This article walks you through to process apex trigger records in less than 200 records per transaction using queueable chaining apex job to avoid Salesforce limitations.

Consider a situation where you are bulk inserting records into a custom object or standard object, and you have an Apex trigger that is fired by this custom object. This trigger contains complex business logic, and you’re running into Salesforce limitations due to processing the default batch size of 200 records in a single transaction.

Split full name into first name and last name using apex Salesforce

Published March 28, 2023

An apex function to split the last name into first name and last name using Salesforce apex.

Salesforce Apex/Flow: POST salesforce file as Asana attachments via Asana API encoded as multipart/form-data

Published December 7, 2022

Recently I was working on Salesforce – Asana integration project using Asana API in apex. It works fine by creating asana tasks, sub-tasks, etc. using normal API requests. But when it comes to uploading files as attachments to Asana consuming API, I was stuck. Because it requires the file data to be encoded in some special format with the multipart/form-data.

Mass Update Salesforce published knowledge articles

Published November 7, 2022

Bulk update the published articles.

1. Create a new draft version of the published article.
2. Update the draft version of the article with the changes that you need.
3. Update a new temporary checkbox field Article_To_Publish__c with TRUE.
4. Finally, publish the article again.

Log Apex/flow Exception Errors in a custom object Salesforce

Published November 5, 2022

Logging errors are helpful, primarily when an error occurs in the future, background apex jobs, or flows. Especially when you want to investigate why some background jobs are not working as expected and you want to know how frequently the jobs are failing.

Using the following solutions you can find the apex error exceptions easily. You can see why the error occurred and on which line of code the error occurred. You can see the errors in a list view and can do reporting on a specific error.