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Apex Developer Guide

Feb 2 2024 · Use the Salesforce Release Notes to learn about the most recent updates and changes to Apex For Apex updates and changes that impact the Salesforce Platform see the Apex Release Notes For new and changed Apex classes methods exceptions and interfaces see Apex: New and Changed Items in the Salesforce Release

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Salesforce Maps Apex Developer Guide

Get your sales and service teams to spend more time building customer relationships and less time on the road when you fine-tune your Salesforce Maps implementation using Apex For example return estimated travel distances and times between locations get geographical coordinates for addresses and retrieve geometric data for areas and perimeters

How do you schedule an Apex job?
Implement the Schedulable interface in an Apex class that instantiates the class you want to run. From Setup, enter Apex Classes in the Quick Find box, select Apex Classes, and then click Schedule Apex. Specify the name of a class that you want to schedule. Specify how often the Apex class is to run.
What are some of the benefits of using Apex?
Apex provides direct access to records and their fields, and provides statements and query languages to manipulate those records. Data focused—Apex provides transactional access to the database, allowing you to roll back operations. Easy to use—Apex is based on familiar Java idioms.
How can you change Apex code in Salesforce?
In a Salesforce production organization, you can change Apex only by using the Metadata API deploy call, the Salesforce Extensions for Visual Studio Code, or the Ant Migration Tool.
What is Apex used for in Salesforce?
Apex is designed to thread together multiple query and DML statements into a single unit of work on the Salesforce server. Developers use database stored procedures to thread together multiple transaction statements on a database server in a similar way.

Overview

Get your sales and service teams to spend more time building customer relationships and less time on the road when you fine-tune your Salesforce Maps implementation using Apex. For example, return estimated travel distances and times between locations, get geographical coordinates for addresses, and retrieve geometric data for areas and perimeters. resources.docs.salesforce.com

API Performance Considerations and Guidelines

If your processes rely heavily on the API, you can experience decreased performance and server errors. Apex methods don’t count against org API limits. resources.docs.salesforce.com

Salesforce Maps Apex Requirements

This guide introduces you to the Apex methods you can use to perform Salesforce Maps operations without using the UI. Before using Apex methods, ensure that you have: Access to Apex classes using Enterprise, Unlimited, or Developer Editions Salesforce Maps installed A license for Salesforce Maps or Salesforce Maps Advanced. Methods to get current l

In this chapter

Assign Records to Owners Using an Assignment Plan Create a Route Create Routes for Specific Users Create Routes from Visit Plan Get a Route Get the Boundary Information Get the Distance Matrix Get the Geographical Coordinates of an Address Get the Geographical Coordinates of Addresses in Batch Permanently Delete Datasets and Alignments Retrieve Dat

Assign Records to Owners Using an Assignment Plan

The AssignRecords() Apex method assigns records to users automatically using rules specified in an assignment plan. For example, suppose that you use a web-to-lead generation form to generate inbound leads in Salesforce. You use the AssignRecords() method to assign those leads to sales reps as soon as the lead records are created, reducing the time

Signature

String, List maps.API.AssignRecords(String, List ) Where, maps is the namespace that's available after you install Salesforce Maps. API is the class that contains the global methods exposed to developers. AssignRecords() is the method. resources.docs.salesforce.com

Sample Code

This code assigns accounts to reps based on an existing assignment plan. The AssignRecords() method returns a List containing the records that were assigned to an assignment plan, the plan ID, and the records that weren't assigned to an assignment plan. The AssignRecords() global method uses the last record cache to assign records. As a be

Example

// Get the record ID of the assignment plan. maps__AssignmentPlan__c plan = [SELECT Id FROM maps__AssignmentPlan__c]; // Get a list of records you want to assign. // This query includes all fields mapped in the plan. List accs = [SELECT Id, BillingLatitude, BillingLongitude FROM Account]; // Call the AssignRecords method with the plan ID a

Create a Route

The CreateRoute() Apex method creates a record that includes a list of waypoints that reps access in Salesforce Maps. The record doesn't include a route between waypoints. resources.docs.salesforce.com

Signature

maps__Route__c maps.API.CreateRoute(map options) Where, maps__Route__c is a Salesforce Maps route record containing a list of waypoints. maps is the namespace that's available after you install Salesforce Maps. API is the class that contains the global methods exposed to developers. CreateRoute() is the method. resources.docs.salesforce.com

Sample Code

This code returns a maps__Route__c record of waypoints of accounts with billing addresses in Atlanta. Warning: If you invoke methods within a flow, process builder, or trigger, do one of the following to avoid uncommitted work errors. Call the methods through a future method Call the methods as queueable Uncommitted work errors can also arise if c

Create Routes for Specific Users

The StartAdvancedOptimizationForUsers() Apex method creates routes for users assigned to any active Salesforce Maps Advanced visit plan. Use this method to leverage Salesforce Maps Advanced visit planning from your custom workflow or app, such as a retail execution app. By using Apex, you can generate routes for reps automatically without having to

Signature

Map maps.API.StartAdvancedOptimizationForUsers(Set userIds, Date startDate) Where, maps is the namespace that's available after you install Salesforce Maps. API is the class that contains the global methods exposed to developers. StartAdvancedOptimizationForUsers() is the method. userIds is a set of IDs of the Salesforce users f

Sample Code

Warning: If you invoke methods within a flow, process builder, or trigger, do one of the following to avoid uncommitted work errors. Call the methods through a future method Call the methods as queueable Uncommitted work errors can also arise if calling out to Salesforce Maps methods more than one time in a single transaction and the Salesforce Ma

Example

// Create a userIds variable to hold the Salesforce user IDs. Set userIds = new Set (); // Create a variable for the current or future date. Date today = Date.today(); // Check that each user is assigned to an active visit plan for specified date. List activeTemplates = [SELECT Id FROM maps__AdvRouteTemplate__c WHE

Sample Response

This method returns an Apex Map object that contains a boolean flag indicating whether the routes were created successfully. { success: true } If the routes weren’t created successfully, an error message is returned. In this context, optimization refers to creating routes. { success: false error: "Please provide either the current o

Create Routes from Visit Plan

The StartAdvancedOptimizationForVisitPlan() Apex method creates routes for all users assigned to a Salesforce Maps Advanced visit plan. Use this method to leverage Salesforce Maps Advanced visit planning from your custom workflow or app, such as a retail execution app. By using Apex, you can generate routes for reps automatically without having to

Signature

Map maps.API.StartAdvancedOptimizationForVisitPlan(Id templateId, Date startDate) Where, maps is the namespace that's available after you install Salesforce Maps. API is the class that contains the global methods exposed to developers. StartAdvancedOptimizationForVisitPlan() is the method. templateId is the Salesforce record id of a

Sample Code

Example

// Create a variable for the current or future date. Date today = Date.today(); // Query for the record ID of an active visit plan. List activeTemplates = [SELECT Id FROM maps__AdvRouteTemplate__c WHERE Name = 'NAME_OF_VISIT_PLAN' AND maps__StartDate__c <= :today AND (maps__EndDate__c >= :today OR maps__IsRepeating__c = T

Sample Response

Get a Route

The getRoute() Apex method returns a route between two or more waypoints for the specified mode of transportation. The travel time depends on the mode of transportation. The route appears in Salesforce Maps for the users who requested the route, such as a delivery truck driver and the admin. This method doesn’t optimize the route. Instead, it finds

Signature

{ version: 'int' // Required. Version of the API endpoint. points: [ {id:String, lat:Decimal, lng:Decimal, id:String},

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