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Metadata
Copies data from Interactions to specified Objects based on Interaction Mappings
Test class for the INT_InteractionMapping Service
Main class for handling Interaction logic, processes Interaction data into related Objects:
- Insert/Convert Leads
- Upsert Opportunities
- Update Contacts
- Upsert Affiliations
- Upsert Campaign Members
Test class for the INT_InteractionProcessor
Creates a Contact Role when an Opportunity is created with a value in the custom Contact lookup field. This allows standard Opportunity report types and Campaign Influence reports to work properly when an Opportunity is associated to an individual (Contact) rather than an organization (Account).
Test class for the INT_OpportunityContactRoleHandler
Creates test data for Apex Unit Tests
Calls the INT_InteractionProcessor class on “after insert” and “after update” actions for Interaction records with a status of “New”
Ensures Interaction Mapping records created are valid, e.g. ensuring First_Name__c is a valid field on the target Object to copy Interaction data to
- Interaction__c
- Interaction_Mapping__c
- Plan__c