This Apex class, `LoanOppSyncHelper`, is a Salesforce Apex helper class...
August 26, 2025 at 06:26 PM
This Apex class, LoanOppSyncHelper
, is a Salesforce Apex helper class designed to synchronize Opportunity
records with corresponding Loan
records in Salesforce. Here's a breakdown of its functionality:
Key Points of Functionality:
-
Constants and Configurations:
- The class starts with several
public static final String
constants that define specific stage names or statuses (e.g.,PRE_UNDERWRITING
,UNDERWRITING
). - It also defines lists, sets, and maps used for record processing or business logic, such as
CIB_OPP_RECORD_TYPES
andallowedStages
.
- The class starts with several
-
Primary Method (
syncOpportunityFromLoan
):- Purpose:
- This method ensures that important field changes or stage updates in
Loan
records (LLC_BI__Loan__c
) are reflected in their associatedOpportunity
records.
- This method ensures that important field changes or stage updates in
- Inputs:
triggerNew
: The new versions ofLoan
records (e.g., after an update).triggerOld
: A map ofLoan
records prior to changes.
- Logic:
- Initializes various collections (
List
,Set
, andMap
) to track loans, opportunities, product types, or updates. - Filters
Opportunity
records linked to theLoan
records in the trigger and stores the relationships in theloanId_oppyObj_map
.
- Initializes various collections (
- Purpose:
-
Business Logic:
- Stage Mapping:
- It leverages a
Loan_Opportunity_Stage_Map__c
custom object for mappingLoan
stages toOpportunity
stages. It updates opportunities only when the stage mapping exists and changes are valid.
- It leverages a
- Reverse Field Mapping:
- Uses a
Loan_Opportunity_Reverse_Field_Map__c
custom object, which seems to define field-level mappings between theLoan
andOpportunity
. - Updates specific fields (e.g.,
Name
,SunTrust_Amount__c
,STI_Product__c
) inOpportunity
based on changes inLoan
.
- Uses a
- Field Updates:
- If certain
Loan
fields (such asSunTrust_Amount__c
,Precision_Lender_Shortkey__c
, etc.) differ from the relatedOpportunity
, those fields are updated in theOpportunity
.
- If certain
- Stage Mapping:
-
Batching and Bulk Updates:
- Tracks all modified
Opportunity
records and updates them in bulk to ensure Salesforce governor limits are respected.
- Tracks all modified
-
Validation and Conditions:
- Contains conditions to ensure updates only occur if the
Loan
record meets criteria (Status
ofOpen
orHold
). - Skips processing if certain required fields are null or irrelevant.
- Contains conditions to ensure updates only occur if the
-
Error Handling:
- Wraps part of its logic in a
try-catch-finally
block to catch and handle exceptions during updates. Errors here are managed and potentially added at theLoan
record level for visibility.
- Wraps part of its logic in a
-
Helper Functionality:
- Uses
Loan_To_Opportunity_Bypass_Flag__c
(a likely custom setting or metadata) to bypass certain validations temporarily during the sync process.
- Uses
Overall Purpose:
The class is designed to:
- Modify or synchronize
Opportunity
records based on updates to relatedLoan
records. - Ensure that certain fields (stages, amounts, etc.) in opportunities accurately reflect details from loans.
- Handle changes only if specific business logic conditions are satisfied.
- Maintain integrity by validating required fields and using custom configuration records (
Loan_Opportunity_Stage_Map__c
,Loan_Opportunity_Reverse_Field_Map__c
) as mappings and control logic.
This class is likely part of a larger Salesforce implementation automating processes in a financial or loan-related domain, ensuring consistency between different entity types.
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