If a customer has subscribed for notifications, a weekly email should be sent to the customers about the idea created/followed whose status got updated in the last 7 days. If a user has not created any ideas but just followed a few and if there has been a status update, then the weekly email for this user should contain only the details about the followed ideas whose status got updated. Similarly if customer has created idea and not following any other, the customised email for this user should contain content regarding created idea that updated status in the past week. I have built a scheduled trigger flow that gets all the idea records in the whose status has been updated and passed to apex class. I have built a classic html original and modified template so that using massEmailUtilsforIdeas class, the modified template gets updated with contents based on the status update for each user. I have another apex class IdeaWeeklyStatusUpdateEmail that generates a createdideasmap, followedideasmap, gets the user details and send an email to customers. However my apex class is not dynamically updating the body and title of the template. Only the first template has some user name but the body is not correct and for the rest of the test users I have been getting either blank tempalate or the same template as what I saw for the first customer.
The below classes does everything except sending the customised emails for the users. I am able to see the details correctly in the debug logs, it just fails to update the email template. Please provide suggestions. Thank you
massEmailUtilsforIdeas class:
public with sharing class massEmailUtilsforIdeas {
private EmailTemplate originalTemplate;
private String modifiedHtmlBody;
private String modifiedBody;
private List<Id> lst_recipients;
public Boolean result { get; set; }
public String error { get; set; }
public massEmailUtilsforIdeas() {
lst_recipients = new List<Id>();
result = false;
error = '';
}
public void setTemplate(EmailTemplate template) {
originalTemplate = template;
// Initialize modified bodies with the original template content
modifiedHtmlBody = template.HtmlValue;
modifiedBody = template.Body;
}
public void updateTemplate(String htmlBody, String plainTextBody) {
// Store the modified content to be applied to a temporary template
modifiedHtmlBody = htmlBody;
modifiedBody = plainTextBody;
}
public void setRecipients(List<Id> userIds) {
lst_recipients = new List<Id>(); // Clear the list to avoid accumulation
if (!userIds.isEmpty()) {
lst_recipients.addAll(userIds);
}
}
public void send() {
try {
if (lst_recipients.isEmpty() || originalTemplate == null) {
error = 'No recipients or template provided.';
result = false;
return;
}
// Find a shared folder (e.g., a public folder) to store the temporary template
Folder sharedFolder = [SELECT Id FROM Folder WHERE Type = 'Email' AND Name = 'Public Email Templates' LIMIT 1];
if (sharedFolder == null) {
error = 'No shared email template folder found.';
result = false;
return;
}
// Create a temporary EmailTemplate for this send
EmailTemplate tempTemplate = new EmailTemplate();
tempTemplate.DeveloperName = 'Temp_Idea_Status_Update_' + System.now().getTime(); // Unique name
tempTemplate.Name = 'Temp Idea Status Update';
tempTemplate.Subject = originalTemplate.Subject;
tempTemplate.HtmlValue = modifiedHtmlBody;
tempTemplate.Body = modifiedBody;
tempTemplate.IsActive = true;
tempTemplate.TemplateType = 'custom';
tempTemplate.FolderId = sharedFolder.Id; // Store in a shared folder
insert tempTemplate;
System.debug('Created temp template: ' + tempTemplate.Id + ', HtmlValue: ' + tempTemplate.HtmlValue + ', Body: ' + tempTemplate.Body);
// Send the email using the temporary template
Messaging.MassEmailMessage mail = new Messaging.MassEmailMessage();
mail.setTargetObjectIds(lst_recipients);
mail.setTemplateId(tempTemplate.Id);
mail.setSaveAsActivity(false);
mail.setSenderDisplayName('intelliflo connect');
Messaging.SendEmailResult[] emailResult = Messaging.sendEmail(new Messaging.MassEmailMessage[] { mail });
result = emailResult[0].isSuccess();
if (!result) {
error = emailResult[0].getErrors().size() > 0 ? emailResult[0].getErrors()[0].getMessage() : 'Unknown error';
}
// Mark the template as inactive instead of deleting it
try {
tempTemplate.IsActive = false;
update tempTemplate;
System.debug('Marked temp template as inactive: ' + tempTemplate.Id);
} catch (Exception e) {
System.debug('Failed to mark temporary template as inactive: ' + e.getMessage());
}
// Clear recipients after sending to prevent accumulation
lst_recipients.clear();
} catch (Exception exc) {
error = exc.getMessage();
result = false;
System.debug('Exception in send: ' + exc.getMessage() + '\nStack Trace: ' + exc.getStackTraceString());
}
}
}
IdeaWeeklyStatusUpdateEmail class:
public with sharing class IdeaWeeklyStatusUpdateEmail {
private final static String TAG_CREATED = '[&CREATED]';
private final static String TAG_FOLLOWED = '[&FOLLOWED]';
private final static String TAG_HYPERLINK = '[&HYPERLINK]';
private final static String TEMPLATE_MODIFIED_DEVNAME = 'EXT_NEW_status_on_your_idea_in_intelliflo_connect_MOD';
private final static String TEMPLATE_ORIGINAL_DEVNAME = 'EXT_NEW_status_on_your_idea_in_intelliflo_connect_ORG';
private final static String HYPERLINK_HTML = Label.Idea_Subscription_Email_hyperlink;
public class IdeaInput {
@InvocableVariable(required=true)
public List<Idea__c> ideas;
}
@InvocableMethod(label='Send Idea Status Update Email' description='Send an email to users about status changes on ideas they follow or created')
public static void IdeaWeeklyStatusUpdateEmail(List<IdeaInput> inputs) {
System.debug('Starting IdeaWeeklyStatusUpdateEmail method execution at: ' + System.now());
System.debug('Running as user: ' + UserInfo.getUserName() + ', Profile: ' + [SELECT Name FROM Profile WHERE Id = :UserInfo.getProfileId()].Name);
if (inputs == null || inputs.isEmpty() || inputs[0].ideas == null || inputs[0].ideas.isEmpty()) {
System.debug('No valid input or ideas found for weekly status update emails.');
return;
}
List<Idea__c> v_Idea = inputs[0].ideas;
System.debug('Ideas fetched from Flow: ' + v_Idea.size() + ' records');
for (Idea__c idea : v_Idea) {
System.debug('Idea: ' + idea.Id + ', Name: ' + idea.Name + ', Status: ' + idea.Status__c + ', Last Status Change: ' + idea.Last_status_change_date_field__c + ', CreatedById: ' + idea.CreatedById);
}
Map<Id, List<Idea__c>> createdIdeasMap = new Map<Id, List<Idea__c>>();
Map<Id, List<Idea_Follower__c>> followedIdeasMap = new Map<Id, List<Idea_Follower__c>>();
Set<Id> userIds = new Set<Id>();
Set<Id> ideaIds = new Set<Id>();
for (Idea__c idea : v_Idea) {
ideaIds.add(idea.Id);
if (idea.CreatedById != null) {
userIds.add(idea.CreatedById);
if (!createdIdeasMap.containsKey(idea.CreatedById)) {
createdIdeasMap.put(idea.CreatedById, new List<Idea__c>());
}
createdIdeasMap.get(idea.CreatedById).add(idea);
}
}
System.debug('Created Ideas Map: ' + createdIdeasMap);
List<Idea_Follower__c> followers = [SELECT Id, Follower__c, Idea__c, Idea__r.Name, Idea__r.Title__c,
Idea__r.Status__c, Idea__r.CreatedById
FROM Idea_Follower__c
WHERE Idea__c IN :ideaIds];
System.debug('Followers fetched: ' + followers.size() + ' records');
for (Idea_Follower__c f : followers) {
System.debug('Follower: ' + f.Follower__c + ', Idea: ' + f.Idea__c + ', Idea Name: ' + f.Idea__r.Name);
}
for (Idea_Follower__c follower : followers) {
if (follower.Follower__c != null) {
userIds.add(follower.Follower__c);
if (!followedIdeasMap.containsKey(follower.Follower__c)) {
followedIdeasMap.put(follower.Follower__c, new List<Idea_Follower__c>());
}
followedIdeasMap.get(follower.Follower__c).add(follower);
}
}
System.debug('Followed Ideas Map: ' + followedIdeasMap);
List<User> eligibleUsers = [SELECT Id, Email, FirstName
FROM User
WHERE Id IN :userIds
AND IsActive = TRUE
AND Alert_weekly_on_status_update_on_Ideas__c = TRUE];
System.debug('Eligible Users: ' + eligibleUsers.size() + ' users');
for (User u : eligibleUsers) {
System.debug('User: ' + u.Id + ', Email: ' + u.Email + ', FirstName: ' + u.FirstName);
}
if (eligibleUsers.isEmpty()) {
System.debug('No eligible users found to receive emails.');
return;
}
EmailTemplate baseTemplate = getEmailTemplate();
if (baseTemplate == null || baseTemplate.Id == null || baseTemplate.HtmlValue == null || baseTemplate.Body == null || baseTemplate.Subject == null) {
System.debug('Email template is invalid or missing required fields: ' + baseTemplate);
return;
}
System.debug('Base Template ID: ' + baseTemplate.Id + ', Subject: ' + baseTemplate.Subject);
// Track send results for summary email
List<String> sendSummary = new List<String>();
Integer successfulSends = 0;
for (User usr : eligibleUsers) {
List<Idea__c> createdIdeas = createdIdeasMap.get(usr.Id) != null ? createdIdeasMap.get(usr.Id) : new List<Idea__c>();
List<Idea_Follower__c> followedIdeas = followedIdeasMap.get(usr.Id) != null ? followedIdeasMap.get(usr.Id) : new List<Idea_Follower__c>();
// Filter out ideas that the user created from the followed list to avoid duplication
List<Idea_Follower__c> filteredFollowedIdeas = new List<Idea_Follower__c>();
for (Idea_Follower__c follower : followedIdeas) {
if (follower.Idea__r.CreatedById != usr.Id) {
filteredFollowedIdeas.add(follower);
}
}
if (createdIdeas.isEmpty() && filteredFollowedIdeas.isEmpty()) {
System.debug('No updates for user: ' + usr.Email);
continue;
}
System.debug('Processing email for: ' + usr.Email + ', Created: ' + createdIdeas.size() + ', Followed: ' + filteredFollowedIdeas.size());
System.debug('Created Ideas for ' + usr.Email + ': ' + createdIdeas);
System.debug('Followed Ideas for ' + usr.Email + ': ' + filteredFollowedIdeas);
// Create a new instance of massEmailUtilsforIdeas for each user
massEmailUtilsforIdeas mEmailUtil = new massEmailUtilsforIdeas();
mEmailUtil.setTemplate(baseTemplate);
String updatedHtml = updateTemplateHtml(baseTemplate.HtmlValue, createdIdeas, filteredFollowedIdeas, usr.FirstName);
String updatedBody = updateTemplateBody(baseTemplate.Body, createdIdeas, filteredFollowedIdeas, usr.FirstName);
System.debug('Modified HTML for ' + usr.Email + ': ' + updatedHtml);
System.debug('Modified Body for ' + usr.Email + ': ' + updatedBody);
mEmailUtil.updateTemplate(updatedHtml, updatedBody);
List<Id> lst_recipients = new List<Id>{usr.Id};
mEmailUtil.setRecipients(lst_recipients);
try {
System.debug('Calling mEmailUtil.send() for: ' + usr.Email);
mEmailUtil.send();
System.debug('mEmailUtil.result after send: ' + mEmailUtil.result);
System.debug('mEmailUtil.error after send: ' + mEmailUtil.error);
Boolean sendResult = mEmailUtil.result != null ? mEmailUtil.result : false;
System.debug('Email sent to: ' + usr.Email + ', Result: ' + sendResult);
if (sendResult) {
successfulSends++;
sendSummary.add('Sent to: ' + usr.Email + ' (' + usr.FirstName + ')');
} else {
String errorMsg = mEmailUtil.error != null ? mEmailUtil.error : 'No error message available';
System.debug('Email failed for ' + usr.Email + ': ' + errorMsg);
sendSummary.add('Failed for: ' + usr.Email + ' (' + usr.FirstName + '), Error: ' + errorMsg);
}
} catch (Exception e) {
System.debug('Exception sending email to: ' + usr.Email + ' - ' + e.getMessage() + '\nStack Trace: ' + e.getStackTraceString());
sendSummary.add('Exception for: ' + usr.Email + ' (' + usr.FirstName + '), Error: ' + e.getMessage());
}
}
// Send a single summary email to the admin
sendSummaryEmail(successfulSends, sendSummary);
}
private static void sendSummaryEmail(Integer successfulSends, List<String> sendSummary) {
try {
Messaging.SingleEmailMessage summaryEmail = new Messaging.SingleEmailMessage();
summaryEmail.setToAddresses(new List<String>{UserInfo.getUserEmail()});
summaryEmail.setSubject('Idea Status Update Email Summary');
String body = 'Idea Status Update Email Summary\n\n';
body += 'Total Emails Attempted: ' + sendSummary.size() + '\n';
body += 'Successful Sends: ' + successfulSends + '\n';
body += 'Failed Sends: ' + (sendSummary.size() - successfulSends) + '\n\n';
body += 'Details:\n';
body += String.join(sendSummary, '\n');
summaryEmail.setPlainTextBody(body);
Messaging.sendEmail(new Messaging.SingleEmailMessage[] { summaryEmail });
System.debug('Sent summary email to: ' + UserInfo.getUserEmail());
} catch (Exception e) {
System.debug('Failed to send summary email: ' + e.getMessage() + '\nStack Trace: ' + e.getStackTraceString());
}
}
private static EmailTemplate getEmailTemplate() {
List<EmailTemplate> templates = [SELECT Id, HtmlValue, Body, Subject, DeveloperName
FROM EmailTemplate
WHERE DeveloperName IN (:TEMPLATE_MODIFIED_DEVNAME, :TEMPLATE_ORIGINAL_DEVNAME)
LIMIT 2];
for (EmailTemplate template : templates) {
if (template.DeveloperName == TEMPLATE_MODIFIED_DEVNAME) {
return template;
}
}
return templates.isEmpty() ? null : templates[0];
}
private static String updateTemplateHtml(String htmlValue, List<Idea__c> createdIdeas, List<Idea_Follower__c> followedIdeas, String firstName) {
String createdHTML = generateIdeaListHTML(createdIdeas);
String followedHTML = generateFollowedListHTML(followedIdeas);
String emailContent = '';
if (!String.isBlank(createdHTML)) {
emailContent += '<b>Status update on ideas I created:</b><ul>' + createdHTML + '</ul>';
}
if (!String.isBlank(followedHTML)) {
emailContent += (String.isNotBlank(emailContent) ? '<br/>' : '') +
'<b>Status update on ideas I follow:</b><ul>' + followedHTML + '</ul>';
}
// Ensure the placeholders are replaced correctly
String result = htmlValue != null ?
htmlValue.replace('{!Receiving_User.FirstName}', firstName != null ? firstName : '')
.replace(TAG_CREATED, emailContent)
.replace(TAG_FOLLOWED, '') : '';
System.debug('Updated HTML for user: ' + firstName + ', Content: ' + result);
return result;
}
private static String updateTemplateBody(String bodyValue, List<Idea__c> createdIdeas, List<Idea_Follower__c> followedIdeas, String firstName) {
String createdText = generateIdeaListText(createdIdeas);
String followedText = generateFollowedListText(followedIdeas);
String emailContent = '';
if (!String.isBlank(createdText)) {
emailContent += 'Status update on ideas I created:\n' + createdText + '\n';
}
if (!String.isBlank(followedText)) {
emailContent += (String.isNotBlank(emailContent) ? '\n' : '') +
'Status update on ideas I follow:\n' + followedText + '\n';
}
// Ensure the placeholders are replaced correctly
String result = bodyValue != null ?
bodyValue.replace('{!Receiving_User.FirstName}', firstName != null ? firstName : '')
.replace(TAG_CREATED, emailContent)
.replace(TAG_FOLLOWED, '') : '';
System.debug('Updated Body for user: ' + firstName + ', Content: ' + result);
return result;
}
private static String generateIdeaListHTML(List<Idea__c> ideas) {
String html = '';
for (Idea__c idea : ideas) {
html += '<li><a href="' + HYPERLINK_HTML + idea.Id + '">' +
(idea.Name != null ? idea.Name : 'Unnamed Idea') + ' - ' +
(idea.Title__c != null ? idea.Title__c : 'No Title') + ' - ' +
(idea.Status__c != null ? idea.Status__c : 'No Status') + '</a></li>';
}
return html;
}
private static String generateFollowedListHTML(List<Idea_Follower__c> followedIdeas) {
String html = '';
for (Idea_Follower__c follower : followedIdeas) {
html += '<li><a href="' + HYPERLINK_HTML + follower.Idea__c + '">' +
(follower.Idea__r.Name != null ? follower.Idea__r.Name : 'Unnamed Idea') + ' - ' +
(follower.Idea__r.Title__c != null ? follower.Idea__r.Title__c : 'No Title') + ' - ' +
(follower.Idea__r.Status__c != null ? follower.Idea__r.Status__c : 'No Status') + '</a></li>';
}
return html;
}
private static String generateIdeaListText(List<Idea__c> ideas) {
String text = '';
for (Idea__c idea : ideas) {
text += '- ' + (idea.Name != null ? idea.Name : 'Unnamed Idea') + ' - ' +
(idea.Title__c != null ? idea.Title__c : 'No Title') + ' - ' +
(idea.Status__c != null ? idea.Status__c : 'No Status') + '\n';
}
return text;
}
private static String generateFollowedListText(List<Idea_Follower__c> followedIdeas) {
String text = '';
for (Idea_Follower__c follower : followedIdeas) {
text += '- ' + (follower.Idea__r.Name != null ? follower.Idea__r.Name : 'Unnamed Idea') + ' - ' +
(follower.Idea__r.Title__c != null ? follower.Idea__r.Title__c : 'No Title') + ' - ' +
(follower.Idea__r.Status__c != null ? follower.Idea__r.Status__c : 'No Status') + '\n';
}
return text;
}
}