Wednesday, August 31, 2022

Tuesday, August 30, 2022

Sending Email in Salesforce using Apex

This is a common snippet to send an email using Salesforce Apex:

Messaging.SingleEmailMessage email = new Messaging.SingleEmailMessage();
email.setToAddresses(new List<String>{'demo@sf.com'});

email.setPlainTextBody('Sample body');
email.setSubject('Sample subject');

List<Messaging.SendEmailResult> results = Messaging.sendEmail(new List<Messaging.SingleEmailMessage>{ email });

for (Messaging.SendEmailResult sr : results) {
    if (!sr.isSuccess()) {
        List<Messaging.SendEmailError> errors = sr.getErrors();
        String errorString = String.join(errors, ', ');
        throw new AuraHandledException(errorString);
    }
}

Sending files with Email

Now assume that we have an order record in Salesforce, and multiple files have been uploaded in Files related list. And we would like to mail a recipient attaching all these files. There is a method setEntityAttachments() on SingleEmailMessage class which accepts an array of ContentVersion Ids.

Make sure that you pass the ContentVersion Ids as a list of String 😐

Messaging.SingleEmailMessage email = new Messaging.SingleEmailMessage();
email.setEntityAttachments(entityAttachmentIds);

Save Email as an activity

What if you would like to mail to a recipient but at the same time save the email record as an activity? For this, use setSaveAsActivity() and setWhatId() methods as below:

Messaging.SingleEmailMessage email = new Messaging.SingleEmailMessage();
...
...
...
email.setEntityAttachments(new List<String>(contentVersionIds));
email.setSaveAsActivity(true);
email.setWhatId(orderId);

Replace Merge fields in Email Template

Now assume that you have already defined an email template, and there are merge fields (placeholders) both in the body and subject of the email template. When you send the email, these merge fields should get replaced with the Salesforce data from the record. Use renderStoredEmailTemplate() of Messaging class as below:

EmailTemplate emailTemplate = [SELECT Id, Body, Subject FROM EmailTemplate WHERE DeveloperName = :emailTemplateName LIMIT 1];

Messaging.SingleEmailMessage email = new Messaging.SingleEmailMessage();

email.setPlainTextBody(Messaging.renderStoredEmailTemplate(emailTemplate.Id, UserInfo.getUserId(), recordId).plainTextBody);
email.setSubject(Messaging.renderStoredEmailTemplate(emailTemplate.Id, UserInfo.getUserId(), recordId).getSubject());

Remember that executing the renderStoredEmailTemplate() counts toward the SOQL governor limit as one query. This is described more in detail here.

There is a lot of information provided in Salesforce documentation, so do refer the Messaging and SingleEmailMessage classes.

And finally, a full fledged example of sending email using Salesforce Apex: https://gist.github.com/iamsonal/3ccd44b319724f4d03cdb4df0bde54d0

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Custom Salesforce Lightning component to Share Records Manually

There are cases where user manually share records with other users. However, users with whom a record is shared neither gets a notification, nor an email alert. How are users supposed to know a record has been shared with them?

The Share tables also do not support triggers. The only way to handle this use case is to schedule an Apex job and periodically query the table for new shares since the last check.

This is a custom component developed both in Lightning Aura and LWC (the main modal is in Aura, while the supporting components are in LWC). As soon as a record is shared manually with a user, he/she will be notified by email and a Salesforce notification. Currently, this works for practically all the Salesforce standard objects, including Accounts. Additionally, if you want to remove the share entries for a certain record, click the remove icon on the RHS of the table. To utilize this component, make sure to construct a Quick Action.

Since I haven't worked with Aura in a while, I blended LWC and Aura to render this component when it could have been rendered with only LWC. This component can be extended to work with custom objects as well.

To select multiple users, I’ve used a lookup component created by Philippe Ozil. Thanks to him.

Finally, the repo link for this component: https://github.com/iamsonal/share-records

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