Listing Accounts with Their Respective Contacts using Callable

Objective

Create a table list that displays Salesforce Account information with their respective Contacts, using the Callable feature in docu2.me.

Introduction

This example demonstrates the use of Callable, which allows developers to use a common interface to create loosely coupled integrations between Apex classes or triggers, even for code in separate packages.

Step-by-Step Guide

Creating a New Document in docu2.me

Open docu2.me and create a new document
Define that we will be working with the Account Object, which is related to the Contact Object

Creating the Apex Callable Class

Create a new Apex Class in your Salesforce Organization or in your preferred code editor:

global with sharing class CallableSample implements Callable {
    global Object call(String action, Map<String,Object> args) {
        if (action.equalsIgnoreCase('generateAccountsWithContacts')) {
            return generateAccountsWithContacts(args);
        }
        return 'Action not implemented: ' + action;
    }
    private String generateAccountsWithContacts(Map<String,Object> args) {
        try {
            Integer accountLimit = Integer.valueOf(args.get('AccountLimit') ?? '10');
            Integer contactLimit = Integer.valueOf(args.get('ContactLimit') ?? '5');
            List<Account> accounts = [SELECT Name, Website, 
                                      (SELECT Name, Title, Phone, Email FROM Contacts LIMIT :contactLimit) 
                                      FROM Account 
                                      LIMIT :accountLimit];
            return generateHTMLTable(accounts, contactLimit);
        } catch (Exception e) {
            return 'Error generating table: ' + e.getMessage();
        }
    }
    private String generateHTMLTable(List<Account> accounts, Integer contactLimit) {
        List<String> rows = new List<String>{
            '<table border="1" style="border-collapse: collapse; margin: auto; width: auto;">'
        };
        for (Account acc : accounts) {
            rows.add('<tr style="background-color: #f2f2f2;"><td style="padding: 8px; font-weight: bold;">' +
                acc.Name + (String.isNotBlank(acc.Website) ? ' - ' + acc.Website : '') + '</td></tr>');
            rows.add('<tr><td style="padding: 8px;"><table style="width: 100%; border-collapse: collapse;">');
            rows.add('<tr style="background-color: #e6e6e6;"><th style="padding: 4px; border: 1px solid #ddd;">Name</th>' +
                '<th style="padding: 4px; border: 1px solid #ddd;">Title</th>' +
                '<th style="padding: 4px; border: 1px solid #ddd;">Phone</th>' +
                '<th style="padding: 4px; border: 1px solid #ddd;">Email</th></tr>');
            if (!acc.Contacts.isEmpty()) {
                for (Contact con : acc.Contacts) {
                    rows.add('<tr><td style="padding: 4px; border: 1px solid #ddd;">' + (con.Name ?? '') + '</td>' +
                        '<td style="padding: 4px; border: 1px solid #ddd;">' + (con.Title ?? '') + '</td>' +
                        '<td style="padding: 4px; border: 1px solid #ddd;">' + (con.Phone ?? '') + '</td>' +
                        '<td style="padding: 4px; border: 1px solid #ddd;">' + (con.Email ?? '') + '</td></tr>');
                }
                if (acc.Contacts.size() == contactLimit) {
                    rows.add('<tr><td colspan="4" style="padding: 4px; text-align: center; font-style: italic;">' +
                        '... and possibly more contacts</td></tr>');
                }
            } else {
                rows.add('<tr><td colspan="4" style="padding: 4px; text-align: center; font-style: italic;">' +
                    'No contacts</td></tr>');
            }
            rows.add('</table></td></tr><tr><td style="padding: 8px;"></td></tr>');
        }
        rows.add('</table>');
        return String.join(rows, '');
    }
}

Main Components of the Class:

Implementation of Callable Interface: Handles the received action and arguments
Retrieval of Account and Contact Data: Fetches accounts with their related contacts
HTML Table Generation: Creates a formatted HTML table with styling for visual presentation

Configuring the Callable in docu2.me

In the docu2.me document, right-click and choose “Resource Manager”
Select “New Resource”
Configure the resource:

Resource Type: “Callable”
Callable API Name: “generateAccountsWithContacts”
Salesforce Apex Class: “CallableSample”

Add the arguments:

Key: AccountLimit | Value: 3
Key: ContactLimit | Value: 2

Save the settings

Inserting the Callable into the Document

Right-click in the document
Choose “Dynamic Fields”
In “Select a resource from global”, navigate to:

Document Resource > Local Callable Apex > generateAccountsWithContacts

Insert the dynamic field: {!$Callable.generateAccountsWithContacts}

Preview and Testing

Use the preview or print button to view the result.

Expected Result

The generated HTML table will display:

Account name and website in the header
Contact details in a nested table including:
- Name
- Title
- Phone
- Email

Example Output

Account 1
- Contact 1
- Contact 2

… and possibly more contacts

Account 2
- Contact 1

Account 3
- Contact 1

Important Considerations

Customization: The limits for accounts (3) and contacts (2) can be adjusted as needed
Performance: Consider the data volume when setting limits
Error Handling: The class includes basic error handling
Styling: The HTML table includes basic styles for better presentation

Best Practices

Setting Limits: Balance details and performance based on your org’s data volume
Error Handling: Always check the returned value and consider implementing additional error logs
Performance Considerations: Monitor performance with larger datasets and consider implementing caching if necessary

How to Use

Basic Implementation

Action: generateAccountsWithContacts
Arguments:
- AccountLimit: 10
- ContactLimit: 5

Default Settings (10 Accounts, 5 Contacts each)

Action: generateAccountsWithContacts
Arguments: {}

Custom Limits

Action: generateAccountsWithContacts
Arguments:
- AccountLimit: 3
- ContactLimit: 2

Maximum Display

Action: generateAccountsWithContacts
Arguments:
- AccountLimit: 50
- ContactLimit: 10

Example Apex Implementation

CallableSample sample = new CallableSample();
Map<String,Object> args = new Map<String,Object>{
    'AccountLimit' => '5',
    'ContactLimit' => '3'
};
String result = (String)sample.call('generateAccountsWithContacts', args);

This example demonstrates the advanced integration between docu2.me and Salesforce, allowing the creation of dynamic and customized documents with related Account and Contact data. to explaining the Filter Block feature in docu2.me. It guides the user through the process step-by-step and highlights the key points of the feature’s behavior and usage.

Related articles