@salesforce/afv-skills 1.8.0 → 1.9.0

package/skills/handling-sf-data/assets/cleanup/rollback-transaction.apex

@@ -0,0 +1,266 @@
+/**
+ * ═══════════════════════════════════════════════════════════════════════════════
+ * TRANSACTION ROLLBACK PATTERN
+ * Using Database.Savepoint for test isolation
+ * ═══════════════════════════════════════════════════════════════════════════════
+ *
+ * PURPOSE:
+ * Create test data, run tests, then roll back all changes.
+ * This ensures complete test isolation without leaving orphan data.
+ *
+ * HOW IT WORKS:
+ * 1. Create a savepoint BEFORE creating any test data
+ * 2. Create your test data
+ * 3. Run your test/validation logic
+ * 4. Roll back to the savepoint (deletes all created records)
+ *
+ * USE CASES:
+ * • Unit testing with data setup
+ * • Integration testing without pollution
+ * • Manual testing with automatic cleanup
+ * • Validation runs that shouldn't persist
+ *
+ * LIMITATIONS:
+ * • Cannot roll back asynchronous operations
+ * • Savepoints don't persist across transactions
+ * • Maximum 5 savepoints per transaction
+ *
+ * ═══════════════════════════════════════════════════════════════════════════════
+ */
+
+// ═══════════════════════════════════════════════════════════════════════════════
+// BASIC SAVEPOINT/ROLLBACK PATTERN
+// ═══════════════════════════════════════════════════════════════════════════════
+
+System.debug('═══════════════════════════════════════════════════════════════');
+System.debug('TRANSACTION ROLLBACK DEMONSTRATION');
+System.debug('═══════════════════════════════════════════════════════════════');
+
+// Step 1: Create savepoint BEFORE any DML
+Savepoint sp = Database.setSavepoint();
+System.debug('✓ Savepoint created');
+
+// Track what we create for verification
+Set<Id> createdAccountIds = new Set<Id>();
+Set<Id> createdContactIds = new Set<Id>();
+
+try {
+    // ═══════════════════════════════════════════════════════════════════════
+    // Step 2: Create test data
+    // ═══════════════════════════════════════════════════════════════════════
+
+    System.debug('');
+    System.debug('Creating test data...');
+
+    // Create Accounts
+    List<Account> testAccounts = new List<Account>();
+    for (Integer i = 0; i < 10; i++) {
+        testAccounts.add(new Account(
+            Name = 'Rollback Test Account ' + i,
+            Industry = 'Technology',
+            Description = 'This record will be rolled back'
+        ));
+    }
+    insert testAccounts;
+    for (Account acc : testAccounts) {
+        createdAccountIds.add(acc.Id);
+    }
+    System.debug('  Created ' + testAccounts.size() + ' Accounts');
+
+    // Create Contacts
+    List<Contact> testContacts = new List<Contact>();
+    for (Account acc : testAccounts) {
+        testContacts.add(new Contact(
+            FirstName = 'Test',
+            LastName = 'Contact',
+            AccountId = acc.Id,
+            Email = 'test@rollback.example.com'
+        ));
+    }
+    insert testContacts;
+    for (Contact con : testContacts) {
+        createdContactIds.add(con.Id);
+    }
+    System.debug('  Created ' + testContacts.size() + ' Contacts');
+
+    // ═══════════════════════════════════════════════════════════════════════
+    // Step 3: Verify data exists
+    // ═══════════════════════════════════════════════════════════════════════
+
+    System.debug('');
+    System.debug('Verifying data exists...');
+
+    Integer accountCount = [SELECT COUNT() FROM Account WHERE Id IN :createdAccountIds];
+    Integer contactCount = [SELECT COUNT() FROM Contact WHERE Id IN :createdContactIds];
+
+    System.debug('  Accounts in database: ' + accountCount);
+    System.debug('  Contacts in database: ' + contactCount);
+
+    // ═══════════════════════════════════════════════════════════════════════
+    // Step 4: Run your test logic here
+    // ═══════════════════════════════════════════════════════════════════════
+
+    System.debug('');
+    System.debug('Running test logic...');
+
+    // Example: Verify trigger fired correctly
+    // Example: Check field calculations
+    // Example: Validate workflow results
+
+    System.debug('  Test logic completed');
+
+} finally {
+    // ═══════════════════════════════════════════════════════════════════════
+    // Step 5: Roll back ALL changes
+    // ═══════════════════════════════════════════════════════════════════════
+
+    System.debug('');
+    System.debug('Rolling back transaction...');
+
+    Database.rollback(sp);
+
+    System.debug('✓ Rollback complete');
+}
+
+// ═══════════════════════════════════════════════════════════════════════════════
+// Step 6: Verify rollback worked
+// ═══════════════════════════════════════════════════════════════════════════════
+
+System.debug('');
+System.debug('Verifying rollback...');
+
+Integer accountCountAfter = [SELECT COUNT() FROM Account WHERE Id IN :createdAccountIds];
+Integer contactCountAfter = [SELECT COUNT() FROM Contact WHERE Id IN :createdContactIds];
+
+System.debug('  Accounts remaining: ' + accountCountAfter + ' (expected: 0)');
+System.debug('  Contacts remaining: ' + contactCountAfter + ' (expected: 0)');
+
+if (accountCountAfter == 0 && contactCountAfter == 0) {
+    System.debug('');
+    System.debug('═══════════════════════════════════════════════════════════════');
+    System.debug('✅ ROLLBACK SUCCESSFUL - All test data removed');
+    System.debug('═══════════════════════════════════════════════════════════════');
+} else {
+    System.debug('');
+    System.debug('⚠️  WARNING: Some records were not rolled back');
+}
+
+// ═══════════════════════════════════════════════════════════════════════════════
+// PATTERN: TEST METHOD WITH SAVEPOINT
+// ═══════════════════════════════════════════════════════════════════════════════
+
+/*
+@isTest
+public class MyTestClass {
+
+    @isTest
+    static void testWithRollback() {
+        // In test methods, DML is automatically rolled back
+        // This example shows explicit savepoint usage
+
+        Savepoint sp = Database.setSavepoint();
+
+        try {
+            // Create test data
+            Account testAccount = new Account(Name = 'Test');
+            insert testAccount;
+
+            // Run the test
+            Test.startTest();
+            MyClass.processAccount(testAccount.Id);
+            Test.stopTest();
+
+            // Assert results
+            Account result = [SELECT Field__c FROM Account WHERE Id = :testAccount.Id];
+            System.assertEquals('Expected', result.Field__c);
+
+        } finally {
+            // Optional explicit rollback (tests auto-rollback anyway)
+            Database.rollback(sp);
+        }
+    }
+}
+*/
+
+// ═══════════════════════════════════════════════════════════════════════════════
+// PATTERN: NESTED SAVEPOINTS
+// ═══════════════════════════════════════════════════════════════════════════════
+
+/*
+// You can have up to 5 savepoints
+
+Savepoint sp1 = Database.setSavepoint();
+
+// Create data set 1
+insert accounts;
+
+Savepoint sp2 = Database.setSavepoint();
+
+// Create data set 2
+insert contacts;
+
+// Rollback to sp2 (removes contacts, keeps accounts)
+Database.rollback(sp2);
+
+// Rollback to sp1 (removes everything)
+Database.rollback(sp1);
+*/
+
+// ═══════════════════════════════════════════════════════════════════════════════
+// PATTERN: CONDITIONAL ROLLBACK
+// ═══════════════════════════════════════════════════════════════════════════════
+
+/*
+Savepoint sp = Database.setSavepoint();
+Boolean shouldCommit = true;
+
+try {
+    // Create data
+    insert records;
+
+    // Validate
+    if (!isValid(records)) {
+        shouldCommit = false;
+    }
+
+} finally {
+    if (!shouldCommit) {
+        Database.rollback(sp);
+        System.debug('Changes rolled back due to validation failure');
+    } else {
+        System.debug('Changes committed');
+    }
+}
+*/
+
+// ═══════════════════════════════════════════════════════════════════════════════
+// IMPORTANT NOTES
+// ═══════════════════════════════════════════════════════════════════════════════
+
+/*
+1. SAVEPOINT LIMITATIONS:
+   • Max 5 savepoints per transaction
+   • Cannot cross transaction boundaries
+   • Does not roll back @future, Queueable, or Batch operations
+   • Does not roll back platform events
+   • Does not roll back email sends
+
+2. WHAT GETS ROLLED BACK:
+   ✓ All DML operations (insert, update, delete, undelete)
+   ✓ Workflow field updates triggered by DML
+   ✓ Process Builder / Flow changes triggered by DML
+
+3. WHAT DOES NOT GET ROLLED BACK:
+   ✗ Asynchronous operations (@future, Queueable, Batch, Scheduled)
+   ✗ Platform events
+   ✗ Outbound messages
+   ✗ Email sends
+   ✗ Callouts (HTTP requests)
+   ✗ Debug logs
+
+4. BEST PRACTICES:
+   • Create savepoint as early as possible
+   • Always use try-finally to ensure rollback
+   • Verify rollback worked by querying records
+   • Don't rely on savepoints for async operations
+*/

package/skills/handling-sf-data/assets/csv/account-import.csv

@@ -0,0 +1,11 @@
+Name,Industry,Type,AnnualRevenue,NumberOfEmployees,BillingStreet,BillingCity,BillingState,BillingPostalCode,BillingCountry,Phone,Website,Description
+Test Import Account 001,Technology,Prospect,1000000,100,100 Main Street,San Francisco,CA,94102,USA,(555) 100-0001,https://testaccount001.example.com,Test account for import validation
+Test Import Account 002,Healthcare,Customer,2500000,250,200 Oak Avenue,New York,NY,10001,USA,(555) 100-0002,https://testaccount002.example.com,Healthcare customer account
+Test Import Account 003,Finance,Partner,5000000,500,300 Wall Street,Chicago,IL,60601,USA,(555) 100-0003,https://testaccount003.example.com,Financial services partner
+Test Import Account 004,Manufacturing,Prospect,750000,75,400 Industrial Way,Detroit,MI,48201,USA,(555) 100-0004,https://testaccount004.example.com,Manufacturing prospect
+Test Import Account 005,Retail,Customer,3000000,350,500 Shopping Lane,Los Angeles,CA,90001,USA,(555) 100-0005,https://testaccount005.example.com,Retail chain customer
+Test Import Account 006,Education,Other,500000,50,600 Campus Drive,Boston,MA,02101,USA,(555) 100-0006,https://testaccount006.example.com,Educational institution
+Test Import Account 007,Energy,Prospect,10000000,1000,700 Pipeline Road,Houston,TX,77001,USA,(555) 100-0007,https://testaccount007.example.com,Energy sector prospect
+Test Import Account 008,Media,Customer,1500000,150,800 Broadcast Blvd,Atlanta,GA,30301,USA,(555) 100-0008,https://testaccount008.example.com,Media company
+Test Import Account 009,Technology,Customer,8000000,800,900 Tech Park,Seattle,WA,98101,USA,(555) 100-0009,https://testaccount009.example.com,Enterprise tech customer
+Test Import Account 010,Healthcare,Prospect,2000000,200,1000 Medical Center,Denver,CO,80201,USA,(555) 100-0010,https://testaccount010.example.com,Healthcare prospect

package/skills/handling-sf-data/assets/csv/contact-import.csv

@@ -0,0 +1,11 @@
+FirstName,LastName,Email,Phone,MobilePhone,Title,Department,MailingStreet,MailingCity,MailingState,MailingPostalCode,MailingCountry,Account.Name,Description
+John,Smith,john.smith@testimport.example.com,(555) 200-0001,(555) 300-0001,CEO,Executive,100 Main Street,San Francisco,CA,94102,USA,Test Import Account 001,Primary contact for account
+Jane,Doe,jane.doe@testimport.example.com,(555) 200-0002,(555) 300-0002,CFO,Finance,100 Main Street,San Francisco,CA,94102,USA,Test Import Account 001,Finance lead
+Robert,Johnson,robert.johnson@testimport.example.com,(555) 200-0003,(555) 300-0003,CTO,Technology,200 Oak Avenue,New York,NY,10001,USA,Test Import Account 002,Technical decision maker
+Emily,Williams,emily.williams@testimport.example.com,(555) 200-0004,(555) 300-0004,VP Sales,Sales,200 Oak Avenue,New York,NY,10001,USA,Test Import Account 002,Sales executive
+Michael,Brown,michael.brown@testimport.example.com,(555) 200-0005,(555) 300-0005,Director,Operations,300 Wall Street,Chicago,IL,60601,USA,Test Import Account 003,Operations director
+Sarah,Davis,sarah.davis@testimport.example.com,(555) 200-0006,(555) 300-0006,Manager,Marketing,400 Industrial Way,Detroit,MI,48201,USA,Test Import Account 004,Marketing manager
+David,Miller,david.miller@testimport.example.com,(555) 200-0007,(555) 300-0007,Senior Developer,Engineering,500 Shopping Lane,Los Angeles,CA,90001,USA,Test Import Account 005,Technical lead
+Jennifer,Wilson,jennifer.wilson@testimport.example.com,(555) 200-0008,(555) 300-0008,Analyst,Analytics,600 Campus Drive,Boston,MA,02101,USA,Test Import Account 006,Data analyst
+Christopher,Moore,christopher.moore@testimport.example.com,(555) 200-0009,(555) 300-0009,Consultant,Consulting,700 Pipeline Road,Houston,TX,77001,USA,Test Import Account 007,External consultant
+Amanda,Taylor,amanda.taylor@testimport.example.com,(555) 200-0010,(555) 300-0010,Project Manager,PMO,800 Broadcast Blvd,Atlanta,GA,30301,USA,Test Import Account 008,Project lead

package/skills/handling-sf-data/assets/csv/custom-object-import.csv

@@ -0,0 +1,11 @@
+Name,Status__c,Type__c,Amount__c,Date__c,Description__c,Account__r.Name
+Test Custom Record 001,Draft,Standard,1000.00,2025-03-01,Test custom object record 1,Test Import Account 001
+Test Custom Record 002,Active,Premium,2500.00,2025-03-02,Test custom object record 2,Test Import Account 001
+Test Custom Record 003,Pending,Standard,1500.00,2025-03-03,Test custom object record 3,Test Import Account 002
+Test Custom Record 004,Active,Enterprise,5000.00,2025-03-04,Test custom object record 4,Test Import Account 002
+Test Custom Record 005,Complete,Standard,750.00,2025-03-05,Test custom object record 5,Test Import Account 003
+Test Custom Record 006,Draft,Premium,3000.00,2025-03-06,Test custom object record 6,Test Import Account 003
+Test Custom Record 007,Active,Standard,1250.00,2025-03-07,Test custom object record 7,Test Import Account 004
+Test Custom Record 008,Pending,Enterprise,7500.00,2025-03-08,Test custom object record 8,Test Import Account 005
+Test Custom Record 009,Complete,Premium,4000.00,2025-03-09,Test custom object record 9,Test Import Account 006
+Test Custom Record 010,Active,Standard,2000.00,2025-03-10,Test custom object record 10,Test Import Account 007

package/skills/handling-sf-data/assets/csv/opportunity-import.csv

@@ -0,0 +1,11 @@
+Name,StageName,CloseDate,Amount,Probability,Type,LeadSource,NextStep,Description,Account.Name
+Test Opportunity 001,Prospecting,2025-03-15,50000,10,New Customer,Web,Initial discovery call,New opportunity from website lead,Test Import Account 001
+Test Opportunity 002,Qualification,2025-03-20,75000,20,New Customer,Phone Inquiry,Schedule demo,Qualified lead from phone inquiry,Test Import Account 001
+Test Opportunity 003,Needs Analysis,2025-03-25,100000,40,Existing Customer - Upgrade,Partner Referral,Present solution options,Upgrade opportunity from partner,Test Import Account 002
+Test Opportunity 004,Value Proposition,2025-04-01,150000,50,New Customer,Trade Show,Send proposal,Trade show lead in negotiation,Test Import Account 002
+Test Opportunity 005,Proposal/Price Quote,2025-04-10,200000,65,New Customer,Web,Follow up on proposal,Proposal sent awaiting response,Test Import Account 003
+Test Opportunity 006,Negotiation/Review,2025-04-15,250000,80,Existing Customer - Replacement,Employee Referral,Finalize contract terms,Replacement deal in final stages,Test Import Account 003
+Test Opportunity 007,Prospecting,2025-04-20,30000,10,New Customer,Other,Initial outreach,Cold outreach opportunity,Test Import Account 004
+Test Opportunity 008,Qualification,2025-04-25,45000,20,New Customer,Web,Qualify budget,Inbound lead qualification,Test Import Account 005
+Test Opportunity 009,Needs Analysis,2025-05-01,125000,40,New Customer,Partner Referral,Technical assessment,Partner referral in analysis,Test Import Account 006
+Test Opportunity 010,Closed Won,2025-02-28,175000,100,New Customer,Trade Show,Contract signed,Successfully closed deal,Test Import Account 007

package/skills/handling-sf-data/assets/factories/account-factory.apex

@@ -0,0 +1,165 @@
+/**
+ * Test Data Factory for Account records
+ * Supports bulk creation with configurable field values
+ *
+ * Usage:
+ *   List<Account> accounts = TestDataFactory_Account.create(200);
+ *   List<Account> accountsNoInsert = TestDataFactory_Account.create(200, false);
+ *   List<Account> customAccounts = TestDataFactory_Account.createWithIndustry(50, 'Healthcare');
+ */
+public class TestDataFactory_Account {
+
+    private static final String DEFAULT_NAME_PREFIX = 'Test Account ';
+    private static final String DEFAULT_INDUSTRY = 'Technology';
+    private static final String DEFAULT_TYPE = 'Prospect';
+
+    /**
+     * Create and insert Account records with default values
+     * @param count Number of records to create
+     * @return List of inserted Account records with IDs
+     */
+    public static List<Account> create(Integer count) {
+        return create(count, true);
+    }
+
+    /**
+     * Create Account records with insert option
+     * @param count Number of records to create
+     * @param doInsert Whether to insert records (true) or return without inserting (false)
+     * @return List of Account records
+     */
+    public static List<Account> create(Integer count, Boolean doInsert) {
+        List<Account> records = new List<Account>();
+        for (Integer i = 0; i < count; i++) {
+            records.add(buildRecord(i));
+        }
+        if (doInsert && !records.isEmpty()) {
+            insert records;
+        }
+        return records;
+    }
+
+    /**
+     * Create Account records with specific Industry
+     * @param count Number of records to create
+     * @param industry Industry picklist value
+     * @return List of inserted Account records
+     */
+    public static List<Account> createWithIndustry(Integer count, String industry) {
+        List<Account> records = new List<Account>();
+        for (Integer i = 0; i < count; i++) {
+            Account acc = buildRecord(i);
+            acc.Industry = industry;
+            records.add(acc);
+        }
+        if (!records.isEmpty()) {
+            insert records;
+        }
+        return records;
+    }
+
+    /**
+     * Create Account records with varying Industries for comprehensive testing
+     * Distributes records across multiple Industry values
+     * @param count Number of records to create
+     * @return List of inserted Account records with varied Industries
+     */
+    public static List<Account> createWithVariedIndustries(Integer count) {
+        List<String> industries = new List<String>{
+            'Technology', 'Healthcare', 'Finance', 'Manufacturing',
+            'Retail', 'Education', 'Energy', 'Media'
+        };
+
+        List<Account> records = new List<Account>();
+        for (Integer i = 0; i < count; i++) {
+            Account acc = buildRecord(i);
+            acc.Industry = industries[Math.mod(i, industries.size())];
+            records.add(acc);
+        }
+        if (!records.isEmpty()) {
+            insert records;
+        }
+        return records;
+    }
+
+    /**
+     * Create Account hierarchy (parent-child accounts)
+     * @param parentCount Number of parent accounts
+     * @param childrenPerParent Number of child accounts per parent
+     * @return Map with 'parents' and 'children' lists
+     */
+    public static Map<String, List<Account>> createHierarchy(Integer parentCount, Integer childrenPerParent) {
+        // Create parent accounts
+        List<Account> parents = create(parentCount);
+
+        // Create child accounts
+        List<Account> children = new List<Account>();
+        for (Account parent : parents) {
+            for (Integer i = 0; i < childrenPerParent; i++) {
+                Account child = new Account(
+                    Name = parent.Name + ' - Child ' + i,
+                    ParentId = parent.Id,
+                    Industry = parent.Industry,
+                    Type = 'Customer'
+                );
+                children.add(child);
+            }
+        }
+        if (!children.isEmpty()) {
+            insert children;
+        }
+
+        return new Map<String, List<Account>>{
+            'parents' => parents,
+            'children' => children
+        };
+    }
+
+    /**
+     * Build a single Account record with default values
+     * @param index Record index for unique naming
+     * @return Account record (not inserted)
+     */
+    private static Account buildRecord(Integer index) {
+        return new Account(
+            Name = DEFAULT_NAME_PREFIX + String.valueOf(index).leftPad(5, '0'),
+            Industry = DEFAULT_INDUSTRY,
+            Type = DEFAULT_TYPE,
+            BillingStreet = '123 Test Street',
+            BillingCity = 'San Francisco',
+            BillingState = 'CA',
+            BillingPostalCode = '94102',
+            BillingCountry = 'USA',
+            Phone = '(555) 123-' + String.valueOf(1000 + index),
+            Website = 'https://testaccount' + index + '.example.com',
+            NumberOfEmployees = 100 + (index * 10),
+            AnnualRevenue = 1000000 + (index * 50000),
+            Description = 'Test account created by TestDataFactory for automated testing'
+        );
+    }
+
+    /**
+     * Get IDs of created records for cleanup
+     * @param records List of Account records
+     * @return Set of Account IDs
+     */
+    public static Set<Id> getIds(List<Account> records) {
+        Set<Id> ids = new Set<Id>();
+        for (Account acc : records) {
+            if (acc.Id != null) {
+                ids.add(acc.Id);
+            }
+        }
+        return ids;
+    }
+
+    /**
+     * Delete records by IDs (cleanup utility)
+     * @param recordIds Set of Account IDs to delete
+     */
+    public static void cleanup(Set<Id> recordIds) {
+        if (!recordIds.isEmpty()) {
+            delete [SELECT Id FROM Account WHERE Id IN :recordIds];
+        }
+    }
+}