Implementing A Salesforce APEX Trigger For Upserting A Lead

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The SaaSquatch Managed Package for Salesforce incorporates several global classes and invocable methods that are applicable for upserting users from APEX code. In this tutorial, we will guide you through the process of creating an APEX Trigger and utilizing it to upsert users in SaaSquatch when a Lead is generated in Salesforce.

Prerequisites

This article is written for advanced users of Salesforce that understand Apex code and are comfortable with Apex triggers. If you are new to Salesforce there are a few Trailhead modules we recommend reading to get you started.

To get started you will need:

Create a new Trigger

To start open the Developer Console from inside of Salesforce.

We are going to create a new Apex Trigger. Create one by going to File -> New -> Apex Trigger

We will be triggering on Lead objects after insert. You can name the trigger something that won’t conflict with other trigger names in your environment.

trigger TutorialForSaaSquatch on Lead (after insert, after update) {
    for (Lead lead : Trigger.new) {
        // Iterate over each sObject
    }
}

Build records to insert

We’re going to be building up ReferralSaaSquatchUpsertUserByIdReq objects to send to the SaaSquatch API. Since triggers operate on batches, we’re going to create a List of objects to build up.

trigger TutorialForSaaSquatch on Lead (after insert, after update) {
    List<SaaSquatch.ReferralSaaSquatchUpsertUserByIdReq> users = new List<SaaSquatch.ReferralSaaSquatchUpsertUserByIdReq>();
    for (Lead lead : Trigger.new) {
        // Iterate over each sObject
    }
}

For each Lead that has been inserted or updated in this trigger we are going to copy that data to SaaSquatch. In this example we’re going to use Email as the unique ID in SaaSquatch. We’re also to use the immediatelyUpsertObjects flag to make sure that the SaaSquatch User, Referral and RewardBalance custom objects get updated immediately.

trigger TutorialForSaaSquatch on Lead (after insert, after update) {
    List<SaaSquatch.ReferralSaaSquatchUpsertUserByIdReq> users = new List<SaaSquatch.ReferralSaaSquatchUpsertUserByIdReq>();
    for (Lead lead : Trigger.new) {
        // Iterate over each sObject
        SaaSquatch.ReferralSaaSquatchUpsertUserByIdReq user = new SaaSquatch.ReferralSaaSquatchUpsertUserByIdReq();

        // Uses `Email` as the ID
        user.userId=lead.Email;
        user.accountId=lead.Email;

        // Syncs `FirstName` and `Email`
        user.firstName=lead.FirstName;
        user.email=lead.Email;

        // Tracks who referred this person
        user.referredByCodes=lead.CodeUsed__c;

        // Tells the integration to immediately update corresponding objects in Salesforce
        user.immediatelyUpsertObjects=true;
        users.add(user);
    }
}

Call the Invocable Method

Now that we have a list of users to send to SaaSquatch, we need to call the SaaSquatch invocable method to send the data to SaaSquatch.

We’re sending the users list to the ReferralSaaSquatchUpsertUserById invocable method.

SaaSquatch.ReferralSaaSquatchUpsertUserById.upsertUsers(users);

The final code should end up looking like this:

trigger TutorialForSaaSquatch on Lead (after insert, after update) {
    List<SaaSquatch.ReferralSaaSquatchUpsertUserByIdReq> users = new List<SaaSquatch.ReferralSaaSquatchUpsertUserByIdReq>();
    for (Lead lead : Trigger.new) {
        // Iterate over each sObject
        SaaSquatch.ReferralSaaSquatchUpsertUserByIdReq user = new SaaSquatch.ReferralSaaSquatchUpsertUserByIdReq();

        // Uses `Email` as the ID
        user.userId=lead.Email;
        user.accountId=lead.Email;

        // Syncs `FirstName` and `Email`
        user.firstName=lead.FirstName;
        user.email=lead.Email;

        // Tracks who referred this person
        user.referredByCodes=lead.CodeUsed__c;

        // Tells the integration to immediately update corresponding objects in Salesforce
        user.immediatelyUpsertObjects=true;
        users.add(user);
    }
    // Queues a callout to the SaaSquatch API
    SaaSquatch.ReferralSaaSquatchUpsertUserById.upsertUsers(users);
}

Conclusion

In this tutorial we walked through creating a new trigger on Lead to send data to SaaSquatch whenever data is changed in Salesforce. Since the SaaSquatch API uses batches behind the scenes this create a low-overhead and near-realtime way of synchronizing data between Salesforce and SaaSquatch in order to trigger your referral and loyalty programs.

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