csc.CreateSuccessPlanFromTemplateService

global with sharing class CreateSuccessPlanFromTemplateService

Used to create success plans from templates, exposes the global API for mass creation of success plans from templates. Note: Ensure that all lookups and related records have the same account when creating success plans.

Methods

global static List<csc.CreateSuccessPlanFromTemplateResponse> createSuccessPlansFromTemplates(List<csc.CreateSuccessPlanFromTemplateRequest> requests)

createSuccessPlansFromTemplates

global static List<csc.CreateSuccessPlanFromTemplateResponse> createSuccessPlansFromTemplates(List<csc.CreateSuccessPlanFromTemplateRequest> requests)

Used to create multiple success plans from templates using a list of requests.

Input Parameters

Name	Type	Description
requests	List<csc.CreateSuccessPlanFromTemplateRequest>	The CreateSuccessPlanFromTemplateRequest objects to be processed.

Return Value

List<CreateSuccessPlanFromTemplateResponse>

Sample Code

//Note: This sample code is for demonstration purposes only. It is not intended for
//use in a production environment, is not guaranteed against defects or errors, and
//is in no way optimized or streamlined.
 
// Make a list of requests to call the API with.
final List<csc.CreateSuccessPlanFromTemplateRequest> requests = new List<csc.CreateSuccessPlanFromTemplateRequest>();
 
// Provide the IDs of the templates that you want to create success plans from.
final Id templateId1 = 'a1MDR000001fnI52AI';
 
// Make a map of fields to populate on the new success plan and values to populate them with.
final Map<SObjectField, Object> fieldsToPopulate1 = new Map<SObjectField, Object>{
    csc__Success_Plan__c.Name => '1st API-generated success plan',
    csc__Success_Plan__c.csc__Effective_Date__c => Date.newInstance(2023, 5, 8)
};
 
// Instantiate a request by providing a template ID and a map of fields to populate.
final csc.CreateSuccessPlanFromTemplateRequest request1 = new csc.CreateSuccessPlanFromTemplateRequest(
    templateId1,
    fieldsToPopulate1
);
requests.add(request1);
 
// Prepare parameters for the additional CreateSuccessPlanFromTemplateRequest instance to be created.
final Id templateId2 = 'a1MDR000001fnRL2AY';
final Map<SObjectField, Object> fieldsToPopulate2 = new Map<SObjectField, Object>{
    csc__Success_Plan__c.Name => '2nd API-generated success plan',
    csc__Success_Plan__c.csc__Effective_Date__c => Date.newInstance(2023, 6, 9)
};
final Map<SObjectType, Set<Id>> relatedRecordsIdMap = new Map<SObjectType, Set<Id>>{
    csc__Objective__c.sObjectType => new Set<Id>{
        'a1GDR000002AzEL2A0',
        'a1GDR000002AzEL2B0',
        'a1GDR000002AzEL2C0'
    },
    csc__Playbook__c.sObjectType => new Set<Id>(),
    csc__Playbook_Task__c.sObjectType => new Set<Id>()
};
// Note: This service copies all related records from the template to the new success plan. This includes objectives and their respective related records.
 
// Instantiate an additional request
final csc.CreateSuccessPlanFromTemplateRequest request2 = new csc.CreateSuccessPlanFromTemplateRequest(
    templateId2,
    fieldsToPopulate2,
    relatedRecordsIdMap
);
requests.add(request2);
 
// This second request will selectively copy the objectives with the IDs specified, and will omit playbooks and playbook tasks when making the new success plan.
// To copy all related records of a specific type, don't provide a value for that object type in the relatedRecordsIdMap.
// To omit all related records of a specific type, provide an empty list as a value for that object type in the relatedRecordsIdMap.
 
// Call the service with the list of requests.
final List<csc.CreateSuccessPlanFromTemplateResponse> responses = csc.CreateSuccessPlanFromTemplateService.createSuccessPlansFromTemplates(
    requests
);