Loading
Important Advisory: iOS Update Impacting CG Mobile ApplicationRead More
Set Up Trade Promotion Management
Save the Segment to a Custom Object

Save the Segment to a Custom Object

Save the segment results to a CG custom objects. Use an Apex class to connect to an API to retrieve segment information and create or update related records.

Required Editions

Before you save the segment to a custom object, make sure that the segment has a success status and that there is at least one activation available for the segment.

Available in: Lightning Experience in Enterprise and Unlimited Editions that have Consumer Goods Cloud enabled
Note
Note If your Apex code exceeds the governor limits, a runtime exception is thrown. These limits are enforced for each Apex transaction. To manage large datasets, consider running a batch job.
Example
Example Here is an example of an Apex class SegmentApiForAccount that contains the getSegmentFromConnectAPI method. This method makes a GET request to a segment API endpoint, retrieves data, and processes it to update account set records. Update the Apex class based on your sales organization. This Apex class is written for sales organization 0001.
public class SegmentApiForAccount {
    
    public static void getSegmentFromConnectAPI(){
        String segmentApiName = 'SegmentApiName'; // Segment API Name with which the object will be created in Account Set Account
        String instance = System.URL.getOrgDomainUrl().toExternalForm();
        
        // Creating and configuring the http request
        HttpRequest req = new HttpRequest();
        req.setEndpoint(instance + '/services/data/v58.0/ssot/segments/' + segmentApiName  + '/members');
        req.setMethod('GET');
        req.setTimeout(10000); // 100s 120 is the max
        req.setHeader('Authorization', 'OAuth ' + UserInfo.getSessionId());
        Http http = new Http();
        
        
        // Sending the request
        HTTPResponse res = http.send(req);
        Set<String> accountIds = new Set<String>();
        
        // Checking if the response is successful or not.
        if (res.getStatusCode() == 200) {
            Map<String, Object> resultMap = (Map<String, Object>) JSON.deserializeUntyped(res.getBody());
            List<Object> dataList = (List<Object>)resultMap.get('data');
            Integer len = dataList.size();
            
            // Getting the accountIds.
            for (Integer i=0; i<len; i++) {
                Map<String, Object> dataMp = (Map<String, Object>)dataList[i];
                accountIds.add((String)dataMp.get('id'));
            } 
        }
        
        // If the accountIds are not empty
        if (!accountIds.isEmpty()) {
            
            // Getting existing Account Set with Segment API Name
            List<cgcloud__Account_Set__c> listAccountSet = [SELECT Id FROM cgcloud__Account_Set__c WHERE cgcloud__Description_Language_1__c = :segmentApiName];
            if(listAccountSet.isEmpty()) {
                // If not present, create a new one
                cgcloud__Account_Set__c accountSet = new cgcloud__Account_Set__c(cgcloud__Description_Language_1__c=segmentApiName, cgcloud__Sales_Org__c='0001');
                insert accountSet;
                listAccountSet.add(accountSet);
            }
            
            // Getting Existing Account Set Account with Account Set Id.
            List<cgcloud__Account_Set_Account__c> accountSetAccountAlreadyPresent = [SELECT cgcloud__Account_Set_Account__c FROM cgcloud__Account_Set_Account__c  WHERE cgcloud__Account_Set__c =:listAccountSet[0].Id];
            
            // Getting Existing Accounts present in Account Set.
            Set<String> accountSetAccountIds = new Set<String>();
            if (!accountSetAccountAlreadyPresent.isEmpty()) {
               for (cgcloud__Account_Set_Account__c accountSetAccount : accountSetAccountAlreadyPresent) {
                    accountSetAccountIds.add(accountSetAccount.cgcloud__Account_Set_Account__c);
                } 
            }
            
            // Creating new Account Set Account for new records
            List<cgcloud__Account_Set_Account__c> listAccountSetAccount = new List<cgcloud__Account_Set_Account__c>();
            
            for(String accountId : accountIds) {
                if (!accountSetAccountIds.contains(accountId)) {
                    listAccountSetAccount.add(
                        new cgcloud__Account_Set_Account__c(
                            cgcloud__Account_Set__c = listAccountSet[0].Id,
                            cgcloud__Account_Set_Account__c = accountId
                        )
                    );
                } 
            }
            insert listAccountSetAccount;
            
            
            // Performing deletion of the Account Set Account which are not longer needed.
            List<cgcloud__Account_Set_Account__c> accountSetAccountNeedsToBeDeleted = new List<cgcloud__Account_Set_Account__c>();
            for (cgcloud__Account_Set_Account__c accountSetAccountAP : accountSetAccountAlreadyPresent) {
                String accountSetAccountId = accountSetAccountAP.cgcloud__Account_Set_Account__c;
                if (!accountIds.contains(accountSetAccountId)) {
                    accountSetAccountNeedsToBeDeleted.add(accountSetAccountAP);
                }
            }
            delete accountSetAccountNeedsToBeDeleted;
        }
    }
}
 
Loading
Salesforce Help | Article