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  1. public with sharing class LeadTriggerUtil {
  2. ​
  3. public static void duplicateLeadManagement_setup(Lead[] leadsList) {
  4. ​
  5. for (Lead l : leadsList) {
  6. HLP_duplicateLeadManagement.talentCampaignsMAP.put(l.TalentSource__c, null);
  7. HLP_duplicateLeadManagement.inboundCampaignsMAP.put(l.InboundCampaign__c, null);
  8. // storing new lead names and emails for duplicate check
  9. HLP_duplicateLeadManagement.newNameSet.add(l.LastName);
  10. HLP_duplicateLeadManagement.newEmailSet.add(l.Email);
  11. }
  12. ​
  13. HLP_duplicateLeadManagement.talentCampaignsMAP2.putAll([SELECT Id, Name FROM Campaign WHERE Name IN :HLP_duplicateLeadManagement.talentCampaignsMAP.keySet()]);
  14. HLP_duplicateLeadManagement.inboundCampaignsMAP2.putAll([SELECT Id, Name FROM Campaign WHERE Name IN :HLP_duplicateLeadManagement.inboundCampaignsMAP.keySet()]);
  15. ​
  16. HLP_duplicateLeadManagement.talentCampaignsMAP.clear();
  17. HLP_duplicateLeadManagement.inboundCampaignsMAP.clear();
  18. ​
  19. // IF B2C????
  20. String B2CID = Schema.SObjectType.Lead.getRecordTypeInfosByName().get('B2C').getRecordTypeId();
  21. HLP_duplicateLeadManagement.dbLeads = [SELECT id, LastName, Email FROM Lead WHERE RecordTypeId=:B2CID AND (Email IN: HLP_duplicateLeadManagement.newEmailSet AND LastName IN: HLP_duplicateLeadManagement.newNameSet)];
  22. HLP_duplicateLeadManagement.dbPersonAccounts = [SELECT Id, Email, LastName FROM Contact WHERE isPersonAccount=true AND (Email IN: HLP_duplicateLeadManagement.newEmailSet AND LastName IN: HLP_duplicateLeadManagement.newNameSet)];
  23. }
  24. ​
  25. public static void duplicateLeadManagement_process(Lead[] leadsList) {
  26. List<Campaign> talentCampaignsForDup = [SELECT Id FROM Campaign WHERE RecordType.Name = 'Talent'];
  27. List<Lead> leadsToDelete = new List<Lead>();
  28. List<CampaignMember> membersToUpdate = new List<CampaignMember>();
  29. List<CampaignMember> membersToInsert = new List<CampaignMember>();
  30. List<Lead> leadsToUpdate = new List<Lead>();
  31. List<Contact> contactsToUpdate = new List<Contact>();
  32. List<CampaignMember> cms = new List<CampaignMember>();
  33. List<CampaignMember> cmsPA = new List<CampaignMember>();
  34. Map<Id, String> leadType = new Map<Id, String>();
  35. Id b2cRecordTypeId = Schema.SObjectType.Lead.getRecordTypeInfosByName().get('B2C').getRecordTypeId();
  36. Map<Id, CampaignMember> campaignMembers = new Map<Id, CampaignMember>();
  37. ​
  38. if (HLP_duplicateLeadManagement.dbLeads.size() > 0) {
  39. // RETRIEVING CAMPAIGN MEMBERS OF DUPLICATE LEADS
  40. cms = [SELECT Id, LeadId, ContactId FROM CampaignMember WHERE LeadId IN :HLP_duplicateLeadManagement.dbLeads AND CampaignId IN : talentCampaignsForDup];
  41. }
  42. ​
  43. //// RETRIEVING CAMPAIGN MEMBERS OF DUPLICATE PERSON ACCOUNT
  44. if (HLP_duplicateLeadManagement.dbPersonAccounts.size() > 0) {
  45. cms = [SELECT Id, LeadId, ContactId FROM CampaignMember WHERE ContactId IN :HLP_duplicateLeadManagement.dbPersonAccounts AND CampaignId IN : talentCampaignsForDup];
  46. }
  47. ​
  48. // setting a Map with contacts by name and email
  49. Map<Contact, Contact> contactsByNameAndEmail = new Map<Contact, Contact>();
  50. for (Contact c : HLP_duplicateLeadManagement.dbPersonAccounts) {
  51. contactsByNameAndEmail.put(new Contact(LastName=c.LastName,Email=c.Email), c);
  52. }
  53. ​
  54. // setting a Map with contacts by name and email
  55. Map<Lead, Lead> leadsByNameAndEmail = new Map<Lead, Lead>();
  56. for (Lead l : HLP_duplicateLeadManagement.dbLeads) {
  57. leadsByNameAndEmail.put(new Lead(LastName=l.LastName,Email=l.Email), l);
  58. }
  60. // setting Map with campaign members by either contact Id/leadId
  61. for(CampaignMember member: cms) {
  62. campaignMembers.put(member.ContactId, member);
  63. campaignMembers.put(member.LeadId, member);
  64. }
  65. ​
  66. for (Lead newLead : leadsList) {
  67. ​
  68. // setting value to update to hasemailoptout
  69. Boolean hasOptOut;
  70. if (newLead.TalentConsent__c == true) {
  71. hasOptOut = false;
  72. } else {
  73. hasOptOut = true;
  74. }
  75. ​
  76. // setting lead type
  77. ​
  78. if (newLead.TalentSource__c != 'Realize Media') {
  79. if (newLead.RecordTypeId == b2cRecordTypeId) {
  80. leadType.put(newLead.Id, 'B2C');
  81. } else {
  82. leadType.put(newLead.Id, 'B2B');
  83. }
  84. } else {
  85. leadType.put(newLead.Id, 'B2B');
  86. }
  87. ​
  88. // for each campaign ID in talentCampaignsMap2 keys check if the corresponding campaign name value equals the new lead TalentSource fields;
  89. // if so, have the other map (which is empty) populated with the new lead TalentSource as key and the corresponding campaign as value
  90. for (Id idCampaign : HLP_duplicateLeadManagement.talentCampaignsMAP2.keySet()) {
  91. if (HLP_duplicateLeadManagement.talentCampaignsMAP2.get(idCampaign).Name == newLead.TalentSource__c) {
  92. HLP_duplicateLeadManagement.talentCampaignsMAP.put(newLead.TalentSource__c, HLP_duplicateLeadManagement.talentCampaignsMAP2.get(idCampaign));
  93. }
  94. }
  95. ​
  96. // same as above but for inbound campaigns
  97. for (Id idCampaign : HLP_duplicateLeadManagement.inboundCampaignsMAP2.keySet()) {
  98. if (HLP_duplicateLeadManagement.inboundCampaignsMAP2.get(idCampaign).Name == newLead.InboundCampaign__c) {
  99. HLP_duplicateLeadManagement.inboundCampaignsMAP.put(newLead.InboundCampaign__c, HLP_duplicateLeadManagement.inboundCampaignsMAP2.get(idCampaign));
  100. }
  101. }
  102. ​
  103. // IF LEAD IS B2C
  104. if (leadType.get(newLead.Id) != 'B2B' && !String.isBlank(newLead.LastName) && !String.isBlank(newLead.Email)) {
  106. if (HLP_duplicateLeadManagement.dbLeads.size() > 0) {
  107. // duplicate lead found - running lead deduplication
  108. // DEDUP LEAD
  109. dedupLead(newLead, campaignMembers, leadsByNameAndEmail, leadsToDelete, membersToUpdate, membersToInsert, leadsToUpdate, hasOptOut);
  110. ​
  111. } else if (HLP_duplicateLeadManagement.dbPersonAccounts.size() > 0) {
  112. // System.debug('DUPLICATE PERSON ACCOUNT FOUND');
  113. ​
  114. dedupPersonAccount(newLead, campaignMembers, contactsByNameAndEmail, leadsToDelete, membersToUpdate, membersToInsert, contactsToUpdate, hasOptOut);
  115. ​
  116. } else { // duplicate not found - creating campaign member
  117. ​
  118. if (HLP_duplicateLeadManagement.talentCampaignsMAP.size() > 0) {
  119. CampaignMember cm = new CampaignMember(
  120. LeadId = newLead.id,
  121. CampaignId = HLP_duplicateLeadManagement.talentCampaignsMAP.get(newLead.TalentSource__c).Id,
  122. HasOptOutOfTalent__c = hasOptOut,
  123. LastUpdateHasOptOutOfTalent__c = newLead.DateTalentConsent__c
  124. );
  125. ​
  126. Lead newLeadCopy = new Lead(
  127. Id = newLead.id,
  128. LastDateHasOptOutOfEmail__c = newLead.DateTalentConsent__c,
  129. HasOptedOutOfEmail = hasOptOut,
  130. SyncToMarketingCloud__c = true,
  131. recordTypeId = b2cRecordTypeId
  132. );
  134. membersToInsert.add(cm);
  135. ​
  136. if (HLP_duplicateLeadManagement.inboundCampaignsMAP2.size() > 0) {
  137. CampaignMember cm2 = new CampaignMember(
  138. LeadId = newLead.Id,
  139. CampaignId = HLP_duplicateLeadManagement.inboundCampaignsMAP.get(newLead.InboundCampaign__c).Id
  140. );
  141. membersToInsert.add(cm2);
  142. }
  143. leadsToUpdate.add(newLeadCopy);
  144. } else {
  145. // system.debug('Talent campaign not found - cannot execute code');
  146. }
  147. }
  148. } else {
  149. // LEAD IS B2B - WILL BE PROCESSED WITH STANDARD DUPLICATE RULE
  150. }
  151. }
  152. ​
  153. Database.update(membersToUpdate, false);
  154. Database.insert(membersToInsert, false);
  155. Database.update(leadsToUpdate, false);
  156. Database.update(contactsToUpdate, false);
  157. Database.delete(leadsToDelete, false);
  158. }
  159. ​
  161. public static void dedupPersonAccount(Lead newLead, Map<Id, CampaignMember> cmsPA, Map<Contact, Contact> contactsByNameAndEmail, List<Lead> leadsToDelete, List<CampaignMember> membersToUpdate, List<CampaignMember> membersToInsert, List<Contact> contactsToUpdate, Boolean hasOptOut) {
  162. Contact c = contactsByNameAndEmail.get((new Contact(LastName=newLead.LastName, Email = newLead.Email)));
  164. if (c != null) {
  165. CampaignMember member = cmsPA.get(c.Id);
  166. if (member != null) {
  167. // System.debug('LEAD MATCHED WITH PERSON ACCOUNT!');
  168. member.HasOptOutOfTalent__c = hasOptOut;
  169. member.LastUpdateHasOptOutOfTalent__c = newLead.DateTalentConsent__c;
  170. membersToUpdate.add(member);
  171. } else {
  172. // creazione campaign member e associazione campagna
  173. CampaignMember cm = new CampaignMember(
  174. ContactId = c.Id,
  175. CampaignId = HLP_duplicateLeadManagement.talentCampaignsMAP.get(newLead.TalentSource__c).Id,
  176. HasOptOutOfTalent__c = hasOptOut,
  177. LastUpdateHasOptOutOfTalent__c = newlead.DateTalentConsent__c
  178. );
  179. membersToInsert.add(cm);
  180. ​
  181. if (HLP_duplicateLeadManagement.inboundCampaignsMAP2.size() > 0) {
  182. CampaignMember cm2 = new CampaignMember(
  183. LeadId = c.Id,
  184. CampaignId = HLP_duplicateLeadManagement.inboundCampaignsMAP.get(newLead.InboundCampaign__c).Id
  185. );
  186. membersToInsert.add(cm2);
  187. }
  188. }
  189. // updating lead in DB with new lead data
  190. c.HasOptedOutOfEmail = hasOptOut;
  191. contactsToUpdate.add(c);
  192. Lead leadToDel = new Lead(Id=newLead.Id);
  193. leadsToDelete.add(leadToDel);
  194. }
  195. }
  196. ​
  197. public static void dedupLead(Lead newLead, Map<Id, CampaignMember> cms, Map<Lead, Lead> leadsByNameAndEmail, List<Lead> leadsToDelete, List<CampaignMember> membersToUpdate,
  198. List<CampaignMember> membersToInsert, List<Lead> leadsToUpdate, Boolean hasOptOut) {
  199. ​
  200. Lead l = leadsByNameAndEmail.get((new Lead(LastName=newLead.LastName, Email = newLead.Email)));
  201. if (l != null) {
  202. CampaignMember member = cms.get(l.Id);
  203. if (member != null) {
  204. member.HasOptOutOfTalent__c = hasOptOut;
  205. member.LastUpdateHasOptOutOfTalent__c = newLead.DateTalentConsent__c;
  206. membersToUpdate.add(member);
  207. } else {
  208. // creazione campaign member e associazione campagna
  209. CampaignMember cm = new CampaignMember(
  210. LeadId = l.Id,
  211. CampaignId = HLP_duplicateLeadManagement.talentCampaignsMAP.get(newLead.TalentSource__c).Id,
  212. HasOptOutOfTalent__c = hasOptOut,
  213. LastUpdateHasOptOutOfTalent__c = newlead.DateTalentConsent__c
  214. );
  215. membersToInsert.add(cm);
  216. if (HLP_duplicateLeadManagement.inboundCampaignsMAP2.size() > 0) {
  217. CampaignMember cm2 = new CampaignMember(
  218. LeadId = l.Id,
  219. CampaignId = HLP_duplicateLeadManagement.inboundCampaignsMAP.get(newLead.InboundCampaign__c).Id
  220. );
  221. membersToInsert.add(cm2);
  222. }
  223. }
  224. // updating lead in DB with new lead data
  225. l.InboundCampaign__c = newLead.InboundCampaign__c;
  226. l.LastDateHasOptOutOfEmail__c = newLead.DateTalentConsent__c;
  227. l.HasOptedOutOfEmail = hasOptOut;
  228. l.SyncToMarketingCloud__c = true;
  229. leadsToUpdate.add(l);
  230. Lead leadToDel = new Lead(Id=newLead.Id);
  231. leadsToDelete.add(leadToDel);
  232. }
  233. }
  234. }

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