@salesforce/afv-skills 1.8.0 → 1.9.0

package/skills/handling-sf-data/assets/bulk/bulk-upsert-external-id.apex

@@ -0,0 +1,324 @@
+/**
+ * ═══════════════════════════════════════════════════════════════════════════════
+ * BULK UPSERT WITH EXTERNAL ID
+ * For data synchronization and migration scenarios
+ * ═══════════════════════════════════════════════════════════════════════════════
+ *
+ * PURPOSE:
+ * Upsert (insert or update) records using an External ID field.
+ * This is essential for:
+ * • Data synchronization with external systems
+ * • Data migration from legacy systems
+ * • Ongoing integrations where records may or may not exist
+ *
+ * HOW IT WORKS:
+ * • If External ID matches → UPDATE existing record
+ * • If External ID not found → INSERT new record
+ * • External ID field must be marked as "External ID" in Salesforce
+ *
+ * ═══════════════════════════════════════════════════════════════════════════════
+ */
+
+// ═══════════════════════════════════════════════════════════════════════════════
+// APEX UPSERT EXAMPLE
+// ═══════════════════════════════════════════════════════════════════════════════
+
+/**
+ * Example: Upsert Accounts using External_Id__c field
+ *
+ * Prerequisites:
+ * 1. Create a custom field on Account: External_Id__c (Text, External ID, Unique)
+ * 2. Ensure field is marked as "External ID" in field settings
+ */
+
+// Sample data simulating external system records
+List<Map<String, Object>> externalData = new List<Map<String, Object>>{
+    new Map<String, Object>{
+        'externalId' => 'EXT-001',
+        'name' => 'External Account One',
+        'industry' => 'Technology',
+        'revenue' => 1000000
+    },
+    new Map<String, Object>{
+        'externalId' => 'EXT-002',
+        'name' => 'External Account Two',
+        'industry' => 'Healthcare',
+        'revenue' => 2000000
+    },
+    new Map<String, Object>{
+        'externalId' => 'EXT-003',
+        'name' => 'External Account Three',
+        'industry' => 'Finance',
+        'revenue' => 3000000
+    }
+};
+
+// Build Account records with External ID
+List<Account> accountsToUpsert = new List<Account>();
+
+for (Map<String, Object> data : externalData) {
+    accountsToUpsert.add(new Account(
+        External_Id__c = (String) data.get('externalId'),
+        Name = (String) data.get('name'),
+        Industry = (String) data.get('industry'),
+        AnnualRevenue = (Decimal) data.get('revenue'),
+        Type = 'Prospect',
+        Description = 'Synced from external system'
+    ));
+}
+
+// Upsert using External ID field
+Schema.SObjectField externalIdField = Account.External_Id__c;
+List<Database.UpsertResult> results = Database.upsert(accountsToUpsert, externalIdField, false);
+
+// Process results
+Integer insertedCount = 0;
+Integer updatedCount = 0;
+Integer errorCount = 0;
+
+for (Integer i = 0; i < results.size(); i++) {
+    Database.UpsertResult result = results[i];
+    Account acc = accountsToUpsert[i];
+
+    if (result.isSuccess()) {
+        if (result.isCreated()) {
+            insertedCount++;
+            System.debug('✓ INSERTED: ' + acc.External_Id__c + ' -> ' + result.getId());
+        } else {
+            updatedCount++;
+            System.debug('✓ UPDATED: ' + acc.External_Id__c + ' -> ' + result.getId());
+        }
+    } else {
+        errorCount++;
+        for (Database.Error err : result.getErrors()) {
+            System.debug('✗ ERROR: ' + acc.External_Id__c + ' -> ' + err.getMessage());
+        }
+    }
+}
+
+System.debug('');
+System.debug('═══════════════════════════════════════════════════════════════');
+System.debug('UPSERT COMPLETE');
+System.debug('═══════════════════════════════════════════════════════════════');
+System.debug('Inserted: ' + insertedCount);
+System.debug('Updated: ' + updatedCount);
+System.debug('Errors: ' + errorCount);
+System.debug('═══════════════════════════════════════════════════════════════');
+
+// ═══════════════════════════════════════════════════════════════════════════════
+// SF CLI BULK UPSERT
+// ═══════════════════════════════════════════════════════════════════════════════
+
+/*
+STEP 1: Create CSV with External ID column
+
+Example accounts-upsert.csv:
+External_Id__c,Name,Industry,Type,AnnualRevenue,BillingCity,BillingState
+EXT-001,External Account One,Technology,Prospect,1000000,San Francisco,CA
+EXT-002,External Account Two,Healthcare,Customer,2000000,New York,NY
+EXT-003,External Account Three,Finance,Partner,3000000,Chicago,IL
+
+STEP 2: Run bulk upsert
+
+sf data upsert bulk \
+  --file accounts-upsert.csv \
+  --sobject Account \
+  --external-id External_Id__c \
+  --target-org myorg \
+  --wait 30
+
+NOTES:
+• The External_Id__c field must exist and be marked as External ID in Salesforce
+• To use standard Id field as the external ID: --external-id Id
+• CSV must include the external ID column
+*/
+
+// ═══════════════════════════════════════════════════════════════════════════════
+// EXAMPLE: UPSERT CONTACTS WITH ACCOUNT RELATIONSHIP
+// ═══════════════════════════════════════════════════════════════════════════════
+
+/**
+ * Upsert Contacts and establish Account relationship via External ID
+ *
+ * Prerequisites:
+ * 1. Account.External_Id__c exists and has values
+ * 2. Contact.External_Id__c exists
+ */
+
+/*
+List<Contact> contactsToUpsert = new List<Contact>();
+
+// Create Contacts referencing Accounts by External ID
+for (Map<String, Object> data : externalContactData) {
+    Contact con = new Contact(
+        External_Id__c = (String) data.get('contactExternalId'),
+        FirstName = (String) data.get('firstName'),
+        LastName = (String) data.get('lastName'),
+        Email = (String) data.get('email')
+    );
+
+    // Set Account relationship via External ID
+    // This creates the relationship without querying for the Account first
+    con.Account = new Account(
+        External_Id__c = (String) data.get('accountExternalId')
+    );
+
+    contactsToUpsert.add(con);
+}
+
+// Upsert Contacts
+Database.upsert(contactsToUpsert, Contact.External_Id__c, false);
+*/
+
+// ═══════════════════════════════════════════════════════════════════════════════
+// CSV FOR CONTACT UPSERT WITH ACCOUNT RELATIONSHIP
+// ═══════════════════════════════════════════════════════════════════════════════
+
+/*
+Example contacts-upsert.csv:
+
+External_Id__c,FirstName,LastName,Email,Account.External_Id__c
+CON-001,John,Smith,john.smith@example.com,EXT-001
+CON-002,Jane,Doe,jane.doe@example.com,EXT-001
+CON-003,Bob,Johnson,bob.johnson@example.com,EXT-002
+
+Note: Use "Account.External_Id__c" to reference parent by External ID
+
+sf data upsert bulk \
+  --file contacts-upsert.csv \
+  --sobject Contact \
+  --external-id External_Id__c \
+  --target-org myorg \
+  --wait 30
+*/
+
+// ═══════════════════════════════════════════════════════════════════════════════
+// EXAMPLE: UPSERT WITH STANDARD ID (Update existing records)
+// ═══════════════════════════════════════════════════════════════════════════════
+
+/*
+When you have Salesforce IDs (from export), use Id as the external ID:
+
+Example updates.csv:
+Id,Name,Industry,AnnualRevenue
+001XXXXXXXXXXXX1,Updated Account One,Technology,1500000
+001XXXXXXXXXXXX2,Updated Account Two,Healthcare,2500000
+
+sf data upsert bulk \
+  --file updates.csv \
+  --sobject Account \
+  --external-id Id \
+  --target-org myorg \
+  --wait 30
+*/
+
+// ═══════════════════════════════════════════════════════════════════════════════
+// COMPLETE SYNC WORKFLOW EXAMPLE
+// ═══════════════════════════════════════════════════════════════════════════════
+
+/*
+FULL SYNC WORKFLOW:
+
+1. Export current data from Salesforce
+   sf data query \
+     --query "SELECT External_Id__c, Name, Industry FROM Account WHERE External_Id__c != null" \
+     --target-org myorg \
+     --result-format csv \
+     > current-accounts.csv
+
+2. Generate sync file from external system (your process)
+   - Include External_Id__c for each record
+   - Include all fields to update/insert
+
+3. Upsert the sync file
+   sf data upsert bulk \
+     --file sync-accounts.csv \
+     --sobject Account \
+     --external-id External_Id__c \
+     --target-org myorg \
+     --wait 30
+
+4. Check results
+   sf data bulk results \
+     --job-id [job-id-from-step-3] \
+     --target-org myorg
+*/
+
+// ═══════════════════════════════════════════════════════════════════════════════
+// BATCH APEX FOR COMPLEX UPSERT LOGIC
+// ═══════════════════════════════════════════════════════════════════════════════
+
+/**
+ * Batch class for upserting with custom logic
+ */
+public class BulkUpsertProcessor implements Database.Batchable<SObject>, Database.Stateful {
+
+    private String query;
+    private Integer insertedCount = 0;
+    private Integer updatedCount = 0;
+    private Integer errorCount = 0;
+
+    public BulkUpsertProcessor(String soqlQuery) {
+        this.query = soqlQuery;
+    }
+
+    public Database.QueryLocator start(Database.BatchableContext bc) {
+        return Database.getQueryLocator(query);
+    }
+
+    public void execute(Database.BatchableContext bc, List<SObject> records) {
+        // Transform and prepare records for upsert
+        List<Account> accountsToUpsert = new List<Account>();
+
+        for (SObject record : records) {
+            Account source = (Account) record;
+
+            // Create upsert record
+            Account target = new Account(
+                External_Id__c = source.External_Id__c,
+                Name = source.Name,
+                Industry = source.Industry,
+                AnnualRevenue = source.AnnualRevenue,
+                LastModifiedDate = DateTime.now() // Will be auto-updated
+            );
+
+            // Apply transformation logic
+            if (target.AnnualRevenue != null && target.AnnualRevenue > 1000000) {
+                target.Type = 'Enterprise';
+            }
+
+            accountsToUpsert.add(target);
+        }
+
+        // Upsert with partial success
+        List<Database.UpsertResult> results = Database.upsert(
+            accountsToUpsert,
+            Account.External_Id__c,
+            false // Allow partial success
+        );
+
+        // Track results
+        for (Database.UpsertResult result : results) {
+            if (result.isSuccess()) {
+                if (result.isCreated()) {
+                    insertedCount++;
+                } else {
+                    updatedCount++;
+                }
+            } else {
+                errorCount++;
+            }
+        }
+    }
+
+    public void finish(Database.BatchableContext bc) {
+        System.debug('Batch Upsert Complete:');
+        System.debug('  Inserted: ' + insertedCount);
+        System.debug('  Updated: ' + updatedCount);
+        System.debug('  Errors: ' + errorCount);
+    }
+}
+
+// Execute with:
+// String query = 'SELECT External_Id__c, Name, Industry, AnnualRevenue FROM Account WHERE External_Id__c != null';
+// Database.executeBatch(new BulkUpsertProcessor(query), 200);

package/skills/handling-sf-data/assets/cleanup/delete-by-created-date.apex

@@ -0,0 +1,319 @@
+/**
+ * ═══════════════════════════════════════════════════════════════════════════════
+ * DELETE RECORDS BY CREATED DATE
+ * Clean up test records created within a specific time window
+ * ═══════════════════════════════════════════════════════════════════════════════
+ *
+ * PURPOSE:
+ * Delete records created during a testing session or time period.
+ * Useful when you know the approximate time test data was created.
+ *
+ * ⚠️  WARNING:
+ * Always PREVIEW records before deleting!
+ * Be careful with date ranges - you might delete production data!
+ *
+ * ═══════════════════════════════════════════════════════════════════════════════
+ */
+
+// ═══════════════════════════════════════════════════════════════════════════════
+// CONFIGURATION
+// ═══════════════════════════════════════════════════════════════════════════════
+
+// Time window for records to delete
+DateTime startTime = DateTime.now().addHours(-2);  // 2 hours ago
+DateTime endTime = DateTime.now();                  // Now
+
+// Optional: Add name pattern for extra safety
+String namePattern = 'Test%';  // Set to null to skip name filter
+Boolean useNameFilter = true;  // Set to false to delete ALL records in time window
+
+Boolean previewOnly = true;    // Set to false to actually delete
+Integer maxRecords = 10000;    // Safety limit per object
+
+// ═══════════════════════════════════════════════════════════════════════════════
+// BUILD DYNAMIC QUERY CONDITIONS
+// ═══════════════════════════════════════════════════════════════════════════════
+
+String dateCondition = 'CreatedDate >= :startTime AND CreatedDate <= :endTime';
+
+System.debug('═══════════════════════════════════════════════════════════════');
+System.debug('DELETE BY CREATED DATE');
+System.debug('═══════════════════════════════════════════════════════════════');
+System.debug('Time Window:');
+System.debug('  Start: ' + startTime.format('yyyy-MM-dd HH:mm:ss'));
+System.debug('  End:   ' + endTime.format('yyyy-MM-dd HH:mm:ss'));
+if (useNameFilter) {
+    System.debug('Name Filter: ' + namePattern);
+}
+System.debug('Mode: ' + (previewOnly ? 'PREVIEW ONLY' : '⚠️  DELETE MODE'));
+System.debug('═══════════════════════════════════════════════════════════════');
+System.debug('');
+
+// ═══════════════════════════════════════════════════════════════════════════════
+// STEP 1: PREVIEW ACCOUNTS
+// ═══════════════════════════════════════════════════════════════════════════════
+
+List<Account> accountsToDelete;
+if (useNameFilter) {
+    accountsToDelete = [
+        SELECT Id, Name, CreatedDate, CreatedBy.Name
+        FROM Account
+        WHERE CreatedDate >= :startTime
+        AND CreatedDate <= :endTime
+        AND Name LIKE :namePattern
+        ORDER BY CreatedDate DESC
+        LIMIT :maxRecords
+    ];
+} else {
+    accountsToDelete = [
+        SELECT Id, Name, CreatedDate, CreatedBy.Name
+        FROM Account
+        WHERE CreatedDate >= :startTime
+        AND CreatedDate <= :endTime
+        ORDER BY CreatedDate DESC
+        LIMIT :maxRecords
+    ];
+}
+
+System.debug('📋 ACCOUNTS in time window: ' + accountsToDelete.size());
+if (!accountsToDelete.isEmpty()) {
+    System.debug('   Records:');
+    for (Integer i = 0; i < Math.min(10, accountsToDelete.size()); i++) {
+        Account acc = accountsToDelete[i];
+        System.debug('   - ' + acc.Name + ' (Created: ' + acc.CreatedDate.format('HH:mm:ss') + ' by ' + acc.CreatedBy.Name + ')');
+    }
+    if (accountsToDelete.size() > 10) {
+        System.debug('   ... and ' + (accountsToDelete.size() - 10) + ' more');
+    }
+}
+System.debug('');
+
+// ═══════════════════════════════════════════════════════════════════════════════
+// STEP 2: PREVIEW CONTACTS
+// ═══════════════════════════════════════════════════════════════════════════════
+
+List<Contact> contactsToDelete;
+if (useNameFilter) {
+    contactsToDelete = [
+        SELECT Id, FirstName, LastName, Account.Name, CreatedDate, CreatedBy.Name
+        FROM Contact
+        WHERE CreatedDate >= :startTime
+        AND CreatedDate <= :endTime
+        AND (LastName LIKE :namePattern OR Account.Name LIKE :namePattern)
+        ORDER BY CreatedDate DESC
+        LIMIT :maxRecords
+    ];
+} else {
+    contactsToDelete = [
+        SELECT Id, FirstName, LastName, Account.Name, CreatedDate, CreatedBy.Name
+        FROM Contact
+        WHERE CreatedDate >= :startTime
+        AND CreatedDate <= :endTime
+        ORDER BY CreatedDate DESC
+        LIMIT :maxRecords
+    ];
+}
+
+System.debug('📋 CONTACTS in time window: ' + contactsToDelete.size());
+if (!contactsToDelete.isEmpty()) {
+    System.debug('   Records:');
+    for (Integer i = 0; i < Math.min(5, contactsToDelete.size()); i++) {
+        Contact con = contactsToDelete[i];
+        System.debug('   - ' + con.FirstName + ' ' + con.LastName + ' (Created: ' + con.CreatedDate.format('HH:mm:ss') + ')');
+    }
+}
+System.debug('');
+
+// ═══════════════════════════════════════════════════════════════════════════════
+// STEP 3: PREVIEW OPPORTUNITIES
+// ═══════════════════════════════════════════════════════════════════════════════
+
+List<Opportunity> opportunitiesToDelete;
+if (useNameFilter) {
+    opportunitiesToDelete = [
+        SELECT Id, Name, Account.Name, StageName, Amount, CreatedDate
+        FROM Opportunity
+        WHERE CreatedDate >= :startTime
+        AND CreatedDate <= :endTime
+        AND (Name LIKE :namePattern OR Account.Name LIKE :namePattern)
+        ORDER BY CreatedDate DESC
+        LIMIT :maxRecords
+    ];
+} else {
+    opportunitiesToDelete = [
+        SELECT Id, Name, Account.Name, StageName, Amount, CreatedDate
+        FROM Opportunity
+        WHERE CreatedDate >= :startTime
+        AND CreatedDate <= :endTime
+        ORDER BY CreatedDate DESC
+        LIMIT :maxRecords
+    ];
+}
+
+System.debug('📋 OPPORTUNITIES in time window: ' + opportunitiesToDelete.size());
+System.debug('');
+
+// ═══════════════════════════════════════════════════════════════════════════════
+// STEP 4: PREVIEW TASKS
+// ═══════════════════════════════════════════════════════════════════════════════
+
+List<Task> tasksToDelete;
+if (useNameFilter) {
+    tasksToDelete = [
+        SELECT Id, Subject, Status, CreatedDate
+        FROM Task
+        WHERE CreatedDate >= :startTime
+        AND CreatedDate <= :endTime
+        AND Subject LIKE :namePattern
+        ORDER BY CreatedDate DESC
+        LIMIT :maxRecords
+    ];
+} else {
+    tasksToDelete = [
+        SELECT Id, Subject, Status, CreatedDate
+        FROM Task
+        WHERE CreatedDate >= :startTime
+        AND CreatedDate <= :endTime
+        ORDER BY CreatedDate DESC
+        LIMIT :maxRecords
+    ];
+}
+
+System.debug('📋 TASKS in time window: ' + tasksToDelete.size());
+System.debug('');
+
+// ═══════════════════════════════════════════════════════════════════════════════
+// STEP 5: PREVIEW LEADS
+// ═══════════════════════════════════════════════════════════════════════════════
+
+List<Lead> leadsToDelete;
+if (useNameFilter) {
+    leadsToDelete = [
+        SELECT Id, FirstName, LastName, Company, Status, CreatedDate
+        FROM Lead
+        WHERE CreatedDate >= :startTime
+        AND CreatedDate <= :endTime
+        AND (LastName LIKE :namePattern OR Company LIKE :namePattern)
+        ORDER BY CreatedDate DESC
+        LIMIT :maxRecords
+    ];
+} else {
+    leadsToDelete = [
+        SELECT Id, FirstName, LastName, Company, Status, CreatedDate
+        FROM Lead
+        WHERE CreatedDate >= :startTime
+        AND CreatedDate <= :endTime
+        ORDER BY CreatedDate DESC
+        LIMIT :maxRecords
+    ];
+}
+
+System.debug('📋 LEADS in time window: ' + leadsToDelete.size());
+System.debug('');
+
+// ═══════════════════════════════════════════════════════════════════════════════
+// SUMMARY
+// ═══════════════════════════════════════════════════════════════════════════════
+
+Integer totalRecords = accountsToDelete.size() + contactsToDelete.size() +
+                       opportunitiesToDelete.size() + tasksToDelete.size() +
+                       leadsToDelete.size();
+
+System.debug('═══════════════════════════════════════════════════════════════');
+System.debug('SUMMARY - Records in time window');
+System.debug('═══════════════════════════════════════════════════════════════');
+System.debug('  Accounts:      ' + accountsToDelete.size());
+System.debug('  Contacts:      ' + contactsToDelete.size());
+System.debug('  Opportunities: ' + opportunitiesToDelete.size());
+System.debug('  Tasks:         ' + tasksToDelete.size());
+System.debug('  Leads:         ' + leadsToDelete.size());
+System.debug('  ─────────────────────────────────');
+System.debug('  TOTAL:         ' + totalRecords);
+System.debug('═══════════════════════════════════════════════════════════════');
+
+// ═══════════════════════════════════════════════════════════════════════════════
+// STEP 6: DELETE (if not preview mode)
+// ═══════════════════════════════════════════════════════════════════════════════
+
+if (!previewOnly && totalRecords > 0) {
+    System.debug('');
+    System.debug('⚠️  DELETING RECORDS...');
+
+    Integer deletedCount = 0;
+
+    // Delete in correct order (children first, then parents)
+    if (!tasksToDelete.isEmpty()) {
+        delete tasksToDelete;
+        deletedCount += tasksToDelete.size();
+        System.debug('  ✓ Deleted ' + tasksToDelete.size() + ' Tasks');
+    }
+
+    if (!opportunitiesToDelete.isEmpty()) {
+        delete opportunitiesToDelete;
+        deletedCount += opportunitiesToDelete.size();
+        System.debug('  ✓ Deleted ' + opportunitiesToDelete.size() + ' Opportunities');
+    }
+
+    if (!contactsToDelete.isEmpty()) {
+        delete contactsToDelete;
+        deletedCount += contactsToDelete.size();
+        System.debug('  ✓ Deleted ' + contactsToDelete.size() + ' Contacts');
+    }
+
+    if (!leadsToDelete.isEmpty()) {
+        delete leadsToDelete;
+        deletedCount += leadsToDelete.size();
+        System.debug('  ✓ Deleted ' + leadsToDelete.size() + ' Leads');
+    }
+
+    if (!accountsToDelete.isEmpty()) {
+        delete accountsToDelete;
+        deletedCount += accountsToDelete.size();
+        System.debug('  ✓ Deleted ' + accountsToDelete.size() + ' Accounts');
+    }
+
+    System.debug('');
+    System.debug('═══════════════════════════════════════════════════════════════');
+    System.debug('DELETE COMPLETE: ' + deletedCount + ' records moved to Recycle Bin');
+    System.debug('═══════════════════════════════════════════════════════════════');
+} else if (previewOnly) {
+    System.debug('');
+    System.debug('ℹ️  PREVIEW MODE - No records deleted');
+    System.debug('   To delete, set previewOnly = false and run again');
+}
+
+// ═══════════════════════════════════════════════════════════════════════════════
+// SF CLI ALTERNATIVE WITH DATE LITERALS
+// ═══════════════════════════════════════════════════════════════════════════════
+
+/*
+Using SOQL date literals:
+
+# Records created today
+sf data query \
+  --query "SELECT Id FROM Account WHERE CreatedDate = TODAY AND Name LIKE 'Test%'" \
+  --target-org myorg \
+  --result-format csv \
+  > delete-today.csv
+
+# Records created in the last hour
+sf data query \
+  --query "SELECT Id FROM Account WHERE CreatedDate = LAST_N_HOURS:1 AND Name LIKE 'Test%'" \
+  --target-org myorg \
+  --result-format csv \
+  > delete-lasthour.csv
+
+# Records created this week
+sf data query \
+  --query "SELECT Id FROM Account WHERE CreatedDate = THIS_WEEK AND Name LIKE 'Test%'" \
+  --target-org myorg \
+  --result-format csv \
+  > delete-thisweek.csv
+
+# Then bulk delete
+sf data delete bulk \
+  --file delete-today.csv \
+  --sobject Account \
+  --target-org myorg \
+  --wait 30
+*/