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- Theory assignments - Notes - Practical - Question Papers - DISCLAIMER and motto files Lastly, updated README. Stored using LFS: - Practical/Assignment-1/AWS EC2 - User Guide.pdf - Practical/Assignment-3/Bank-App-Demo.mp4 - Practical/Assignment-3/Demo-3.mp4 - Practical/Assignment-3/Salesforce Apex - Reference Guide.pdf
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# Bank Application using Apex
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Problem Statement: Create Bank application in SalesForce.com using Apex programming Language.
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- [Method 1 (Create Visual App)](#method-1)
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- [Method 2 (Execution Window)](#method-2) *(expected method)*
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- [Video Instructions](https://git.kska.io/sppu-te-comp-content/CloudComputing/src/branch/main/Practical/Assignment-3/Bank-App-Demo.mp4)
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---
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## Method 1
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1. In the Developer Console, after creating a new `Apex Class` with the name `CreateBankCustomer`, paste the below code:
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> [!IMPORTANT]
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> Remove all the existing stuff from the file before pasting.
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```java
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public class CreateBankCustomer {
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public String customerName { get; set; }
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public String contactNumber { get; set; }
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public String customerSegment { get; set; }
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public String accountNumber { get; set; }
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public String accountType { get; set; }
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public List<SelectOption> segmentOptions { get; set; }
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public List<SelectOption> accountTypeOptions { get; set; }
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public CreateBankCustomer(ApexPages.StandardController controller) {
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segmentOptions = new List<SelectOption>();
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segmentOptions.add(new SelectOption('', '- None -'));
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segmentOptions.add(new SelectOption('Retail Banking', 'Retail Banking'));
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segmentOptions.add(new SelectOption('Corporate Banking', 'Corporate Banking'));
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segmentOptions.add(new SelectOption('Private Banking', 'Private Banking'));
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segmentOptions.add(new SelectOption('Investment Banking', 'Investment Banking'));
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accountTypeOptions = new List<SelectOption>();
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accountTypeOptions.add(new SelectOption('', '- None -'));
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accountTypeOptions.add(new SelectOption('Savings', 'Savings'));
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accountTypeOptions.add(new SelectOption('Current', 'Current'));
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}
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public PageReference createCustomer() {
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System.debug('Creating new bank customer');
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if (!String.isEmpty(customerName)) {
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Account customer = new Account(
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Name = customerName,
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Phone = contactNumber,
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Industry = customerSegment,
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AccountNumber = accountNumber,
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Type = accountType
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);
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insert customer;
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PageReference pg = new PageReference('/' + customer.Id);
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pg.setRedirect(true);
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return pg;
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} else {
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ApexPages.addMessage(new ApexPages.Message(ApexPages.Severity.ERROR, 'Please enter Customer Name'));
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}
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return null;
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}
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public PageReference cancelCreation() {
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return new PageReference('/' + Schema.SObjectType.Account.getKeyPrefix() + '/o');
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}
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}
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```
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2. In top-left corner, click on `File` followed by `Save` to save this file.
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3. In top-left corner, click on `File`, then `New -> Visualforce Page` and create a new Apex Page titled `CreateBankCustomer`. Then, paste the following code:
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> [!IMPORTANT]
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> Remove all the existing stuff from the file before pasting.
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```xml
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<apex:page standardController="Account" extensions="CreateBankCustomer">
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<apex:form>
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<apex:pageMessages />
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<apex:pageBlock title="Create Bank Customer">
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<apex:pageBlockSection columns="1">
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<apex:inputText value="{!customerName}" label="Customer Name"/>
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<apex:inputText value="{!contactNumber}" label="Contact Number"/>
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<apex:inputText value="{!accountNumber}" label="Account Number"/>
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<apex:selectList value="{!accountType}" size="1" label="Account Type">
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<apex:selectOptions value="{!accountTypeOptions}" />
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</apex:selectList>
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<apex:selectList value="{!customerSegment}" size="1" label="Customer Segment">
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<apex:selectOptions value="{!segmentOptions}"/>
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</apex:selectList>
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</apex:pageBlockSection>
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<apex:pageBlockButtons >
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<apex:commandButton value="Create" action="{!createCustomer}" />
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<apex:commandButton value="Cancel" action="{!cancelCreation}" />
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</apex:pageBlockButtons>
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</apex:pageBlock>
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</apex:form>
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</apex:page>
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```
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4. In top-left corner, click on `File` followed by `Save` to save this file.
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5. In top-left corner, right above the line numbers, click on `Preview` button. A new browser tab will open. Enter the required details and click on `Create` to create a new user.
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> [!TIP]
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> Visit `Accounts` section from App Launcher to view the changes.
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---
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## Method 2
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1. In the Developer Console, after creating a new `Apex Class` with the name `User`, paste the below code:
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> [!IMPORTANT]
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> Remove all the existing stuff from the file before pasting.
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```java
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public class User {
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public static void createAccount(String accName, String accType) {
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Account newAcc = new Account();
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newAcc.Name = accName;
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newAcc.Type = accType; // Use the standard Type field
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try {
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insert newAcc;
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System.debug('Account created with id: ' + newAcc.Id);
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} catch (DmlException e) {
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System.debug('Error creating Account: ' + e.getMessage());
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}
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}
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public static void deleteAccount(Id accId) {
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// Check if the account ID is valid
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if (accId == null) {
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System.debug('Account Id cannot be null');
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return;
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}
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try {
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// Perform the delete operation
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delete [SELECT Id FROM Account WHERE Id = :accId LIMIT 1];
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System.debug('Account with ID: ' + accId + ' has been deleted.');
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} catch (DmlException e) {
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System.debug('Error deleting Account: ' + e.getMessage());
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} catch (QueryException e) {
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System.debug('Error finding Account: ' + e.getMessage());
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}
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}
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}
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```
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2. In top-left corner, click on `File` followed by `Save` to save this file.
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3. Press `Ctrl+E` to open execute anonymous window.
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4. Paste the below content and hit `Execute`.
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```java
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User.createAccount('Test Account', 'Savings);
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User.deleteAccount('#specified_Id');
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// Id can be checked in URL when clicked on any account created in Accounts Page
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```
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> [!TIP]
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> Visit `Accounts` section from App Launcher to view the changes.
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> [!NOTE]
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> For account deletion, you have to do it directly from the `Accounts` section in App Launcher.
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---
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# Steps for using Apex to create new accounts in Salesforce (for Developers)
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This file contains instructions for Assignment-3.
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---
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## Code
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In the Developer Console, after creating a new `Apex Class` with the name `user`, paste the below code:
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```
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public class user {
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public static void createAccount(String accountName) {
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// Create a new Account instance
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Account newAccount = new Account();
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newAccount.Name = accountName;
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// Insert the Account into the database
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try {
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insert newAccount;
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System.debug('Account created with Id: ' + newAccount.Id);
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} catch (DmlException e) {
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System.debug('Error creating account: ' + e.getMessage());
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}
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}
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}
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```
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## Execution
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- In the Developer Console itself, after pasting the above code, press `Ctrl+S` to save the changes, then
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- Press `Ctrl+E` to open execute anonymous window,
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- Paste the below content and hit `Execute`.
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```apex
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user.createAccount('Test-1');
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user.createAccount('Test-2');
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```
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> [!TIP]
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> Visit `Accounts` section from App Launcher to view the changes.
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> [!NOTE]
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> For account deletion, you have to do it directly from the `Accounts` section in App Launcher.
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---
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