Trigger Compare Old and New AccountOwner of a Contact

Question

I am having trouble comparing the old and new owner of the Account associated with the contact to achieve #6 of the requirement.

Can someone please suggest how I satisfy condition #6 in the logic.

I am trying to write a Trigger to achieve the following

// When a Contact is created or updated -

// Send an email to the Contact on behalf of the AccountOwner

// Create a follow up task for the AccountOWner

// Save the email and task as an Activity

// If contact inserted

// Check following conditions

  /*

  1. Account Id not null  - checked

  2. Contact Email not null - checked

  3. Account Shipping Address =='USA' - checked 

  4. Account Status == Active  - checked 

  5. Account Record Type == 'MarketingAccount' - checked

  6. AccountOwner != 'Guest' AND AccountOwner == ContactOwner AND AccountOwner = 'user in marketing profile'   - having trouble 


  */

// If contact updated

  // listen to only this event (Account Owner changed from 'Guest' to 'user in Marketing profile')

  // Check following conditions

  1. Account Id not null  - checked

  2. Contact Email is not null - checked

  3. Account Shipping Address IS IN 'USA' - checked 

   4. Account Status == Active  - checked 

   5. Account Record Type == 'MarketingAccount' = checked

  6. Account owner ! = 'Guest' AND AccountOwner == ContactOwner AND AccountOwner = 'user in marketing profile' AND (PreviousAccountOwner != Current Account OWner) AND  (PreviousAccountOwner == 'Guest' AND  CurrentAccountOwner == 'User in Marketing Profile' )  // having trouble

   public with sharing class HelperContactTrigger{

      public static List<Contact> sendEmail(List<Contact>Contacts,Map<id,Contact> oldMapContact,Map<ID,Contact> newMapContact ) {

      Id recordTypeId =  Schema.SObjectType.Account.getRecordTypeInfosByDeveloperName().get('Marketing_Account').getRecordTypeId();

     // Get Old and New Contact record 
     Contact oldContact = Trigger.oldMapContact.get(Id);
     Contact newContact = Trigger.newMapContact.get(Id);

    // Get the email template 
    EmailTemplate et = [Select Id from EmailTemplate where Name=:'Marketing: New Contact Email'];


    // Create instance of Messaging.SingleEmailMessage
    List<Messaging.SingleEmailMessage> emails = new List<Messaging.SingleEmailMessage>();   

    // Prepare a list of all contacts that should receive an email based on conditions for insert and update


    // Contact is Updated 

    for (Contact con: Contacts){

        Contact oldContact = oldMapContact.get(con.Id);
        Contact newContact = newMapContact.get(con.Id);

        if(con.AccountId != null && con.Email != null && con.Account.Dealer_Status__c == 'Active' && con.Account.ShippingCountry =='USA' && con.Account.RecordTypeId == recordTypeId && (con.Account.Owner.Name != 'Guest' && con.Owner.Name==con.Account.Owner.Name ) ) {

            //initialize messaging method
            Messaging.SingleEmailMessage singleMail = new Messaging.SingleEmailMessage();

            //set object Id
            singleMail.setTargetObjectId(con.Id);

            //set template Id
            singleMail.setTemplateId(et.Id);

            //flag to trueto insert activity history
            // Check if this is default, if yes -- remove this line

            singleMail.setSaveAsActivity(true);

            //add mail
            emails.add(singleMail);
        }    
    }

    //send mail
    Messaging.sendEmail(emails);

    return Contacts;          

 }

}


 ***************************


trigger ContactTrigger on Contact (after insert, after update) {


 if (Trigger.isAfter) {
    if (Trigger.isInsert || Trigger.IsUpdate ) {
        HelperContactTrigger.sendEmail(Trigger.New,Trigger.oldMap,Trigger.newMap);
    }
 }     

}

Answer 1

I think your problem is that in your Contact Trigger, the Trigger.New list only contains Contact field info. You cannot access parent object fields directly, you need to query them first.

i.e, in your code, con.Account.Owner.Name will return null. You need to query the Account.Owner.Name so that it returns the actual value stored there.

To Access the values of the Parent Account field for the contacts in Trigger.New, you will need to perform an SOQL query. I would store the returned records in a Map or a List and then use this to check against your criteria in #6

See these resources:

https://developer.salesforce.com/forums/?id=906F00000008sxRIAQ

Need clarification on Trigger.new

Access parent object field in apex trigger