Specify a Custom Object for a CPG Group

It is possible to specify desired objects that should be used in a static or dynamic group.

Add a Custom Object

Add a required object as a new group type:

  1. Go to Setup → Object Manager → CPG Group → Fields & Relationships → Group Type.

  2. In the Values section, click New.

  3. As the picklist values, add the API name of an object you like to use and click Save.

    The API name must be written with a namespace prefix (if any) and postfix (if any). You may set any label for this picklist value.

  4. Go to Object Manager → CPG Group Member → click New.

  5. Create a lookup from the CPG Group Member to the object you specified in step 3.

    There must be only one lookup field for one object. Otherwise, we may not guarantee which lookup will be in use.

The setup is complete.

Set up Apex Class and Trigger

We recommend changing names of the given below Apex class and trigger to match your naming convention.

To apply the dynamic group logic to objects, customize and add Apex class and trigger.

  1. In the Test_DynamicGroupExtension.cls Apex class, check the package name and specify API name of the required group object within /** SETUP THIS */ and /** FINISH SETUP */.

    Click to see the Apex class 
    /*******************************************************************************
 * Copyright Copyright(C) 2007-2021 Customertimes Corp.
 * Columbus Circle, 15th Floor, #1513
 * New York, NY 10019
 * mailto:support@customertimes.com
 *
 * Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation
 * files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy,
 * modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the
 * Software is furnished to do so, subject to the following conditions:
 *
 * The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
 *
 * THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO
 * THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS
 * OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
 * ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
 */

@isTest
public with sharing class Test_DynamicGroupExtension {

    /** SETUP THIS */
    private static final String ctPackage = 'CTCPG';
    private static final String objectName = 'OBJECT_API_NAME'; // Your object API name
    /** FINISH SETUP */

    // Test variables
    private static final String targetName = 'Test Name';

    private static String getName(String name) {
        return ctPackage + '__' + name;
    }

    @TestSetup static void setup() {

        SObject dynamicGroup = Schema.getGlobalDescribe().get(getName('Group__c')).newSObject();
        dynamicGroup.put(getName('ObjectType__c'), objectName);
        dynamicGroup.put(getName('IsDynamic__c'), true);
        dynamicGroup.put(getName('GroupFilter__c'), 'Name Like \'%' + targetName + '%\'');
        dynamicGroup.put(getName('FieldList__c'), 'Name');
        insert dynamicGroup;
    }

    @IsTest static void testInsert() {

        SObject currentObject = Schema.getGlobalDescribe().get(objectName).newSObject();
        currentObject.put('Name', targetName);

        Test.startTest();
        //Checking how the trigger works when inserting a record
        insert currentObject;

        Test.stopTest();
    }

    @IsTest static void testUpdate() {

        SObject currentObject = Schema.getGlobalDescribe().get(objectName).newSObject();
        currentObject.put('Name', targetName);

        Test.startTest();
        //Checking how the trigger works when inserting a record
        insert currentObject;

        //We check the trigger when updating the record, dynamic groups should not work in this case
        currentObject.Name = 'testMark2';
        update currentObject;
        Test.stopTest();
    }

    @IsTest static void testDelete() {

        SObject currentObject = Schema.getGlobalDescribe().get(objectName).newSObject();
        currentObject.put('Name', targetName);

        Test.startTest();
        //Checking how the trigger works when inserting a record
        insert currentObject;

        //Checking how the trigger works when deleting a record
        delete currentObject;

        Test.stopTest();
    }

    @IsTest static void testUndelete() {

        SObject currentObject = Schema.getGlobalDescribe().get(objectName).newSObject();
        currentObject.put('Name', targetName);

        Test.startTest();
        //Checking how the trigger works when inserting a record
        insert currentObject;

        //Checking how the trigger works when deleting a record
        delete currentObject;

        undelete currentObject;

        Test.stopTest();
    }
}

  2. In the DynamicGroupExtensionProcess.trigger Apex trigger:

    • Check the package name.

    • Instead of OBJECT_API_NAME, enter the API name of the required group object.

      Click to see the Apex trigger 
      /*******************************************************************************
* Copyright Copyright(C) 2007-2021 Customertimes Corp.
* Columbus Circle, 15th Floor, #1513
* New York, NY 10019
* mailto:support@customertimes.com
*
* Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation
* files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy,
* modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the
* Software is furnished to do so, subject to the following conditions:
*
* The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.
*
* THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO
* THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS
* OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
* ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
*/

/**
* SETUP THIS:
* - Replace OBJECT_API_NAME with the api name of the object for which you want to enable Dynamic Groups.
*/

trigger DynamicGroupExtensionProcess on OBJECT_API_NAME (before delete, after insert, after update, after undelete) {

    if(Trigger.isInsert && Trigger.isAfter) {
        CTCPG.GlobalDynamicGroups.calculateGroupMembers(Trigger.new, Trigger.oldMap, 'ai');
    }

    if(Trigger.isUpdate && Trigger.isAfter) {
        CTCPG.GlobalDynamicGroups.calculateGroupMembers(Trigger.new, Trigger.oldMap, 'au');
    }

    if(Trigger.isUndelete && Trigger.isAfter) {
        CTCPG.GlobalDynamicGroups.calculateGroupMembers(Trigger.new, Trigger.oldMap, 'aud');
    }

    if(Trigger.isDelete && Trigger.isBefore) {
        CTCPG.GlobalDynamicGroups.deleteGroupMembers(Trigger.old);
    }
}

  3. Deploy the customized Apex class and trigger to your Salesforce instance using your IDE, Workbench, SFDX, or any other tool.

The setup is complete.

``