Search code examples
salesforceapex-code

How to add a new lead and update an existing lead in Salesforce


I am new to Apex development and I'm starting to work on my project in Apex. I would like to do following:


using an email service //I figured this part
get emailAddress from an email //know how to do this
if there is already exisiting lead or contact with the same emailAddress
update his information
else
create new lead


I would like to kow how I can search my database (saleforce's leads and contacts) and update existing user's info.


Solution

  • You should execute a query on lead and contact using the email address as the criteria for you query. If it returns 0 records for the Lead and 0 records for the Contact, then you would create a new Lead.

    Your query could return more than 1 record for either Lead or Contact, so you will have to develop a strategy to handle that case. Email address is not required to be unique.

    public class StackOverflowExample {
    
    public static void test(String email) {
        handleNewEmail(email);
    }
    
    private static void handleNewEmail(String email) {
        List<Lead> leads = [select id, email from Lead where email = :email];
        List<Contact> contacts = [select id, email from Contact where email = :email];
        if (leads.size() == 0 && contacts.size() == 0) {
            //Create new lead
            insert new Lead(Company = 'Lead Company', FirstName = 'firstname', LastName = 'lastname', Email = email);
        } else if (leads.size() == 1) {
            // Update this lead
            leads[0].FirstName = 'newfirstname';
            update leads;
        } else if (contacts.size() == 1) {
            // Update this contact
            contacts[0].FirstName = 'newfirstname';
            update contacts;
        } else {
            // Must be more than 1 contact or lead
            System.debug('\nMore than 1 contact or lead.');
        }
    }
    

    }

    The other option is to execute a search limiting the scope to email fields.

    public class StackOverflowExample {
    
    public static void test(String email) {
        handleNewEmail(email);
    }
    
    private static void handleNewEmail(String email) {
        List<List<SObject>> searchResults = [FIND :email IN Email Fields RETURNING 
                    Lead(Id, FirstName, LastName), 
                    Contact(Id, FirstName, LastName)];
        List<Lead> leads = ((List<Lead>)searchResults[0]);
        List<Contact> contacts = ((List<Contact>)searchResults[1]);
        if (leads.size() == 0 && contacts.size() == 0) {
            //Create new lead
            insert new Lead(Company = 'Lead Company', FirstName = 'firstname', LastName = 'lastname', Email = email);
        } else if (leads.size() == 1) {
            // Update this lead
            leads[0].FirstName = 'newfirstname';
            update leads;
        } else if (contacts.size() == 1) {
            // Update this contact
            contacts[0].FirstName = 'newfirstname';
            update contacts;
        } else {
            // Must be more than 1 contact or lead
            System.debug('\nMore than 1 contact or lead.');
        }
    }
    

    }