EU/feature1

[toby-gearset]

Pull Request Description

This pull request introduces new functionality to handle case management in Salesforce by adding an Apex class and a flow. Below is a detailed breakdown of the changes made in each file:

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1. CaseHoldingEmailHandler.cls

Type: New Apex Class
Change:

• A new global class CaseHoldingEmailHandler has been created.
• This class includes an @InvocableMethod named sendHoldingEmail that takes a list of case IDs as input.
• The method retrieves the corresponding cases and sends a holding email to the contact associated with each case if an email address is available.

Impact:

• This class allows for automated email notifications to be sent when a case is opened, improving communication with customers.
• Reviewers should ensure that the email content and logic align with business requirements and that the method handles cases without email addresses gracefully.

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2. CaseHoldingEmailHandler.cls-meta.xml

Type: New Metadata File
Change:

• The metadata file for the CaseHoldingEmailHandler class has been created, specifying the API version as 62.0 and setting the status to Active.

Impact:

• This file is necessary for the deployment of the Apex class. Ensure that the API version is compatible with the rest of the Salesforce org.

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3. Update_Cases_To_Closed.flow-meta.xml

Type: New Flow
Change:

• A new flow named Update_Cases_To_Closed has been created.
• This flow includes several action calls, including:
  • Notify DevOps Team: Sends an email notification to the DevOps team.
  • Send Holding Email: Calls the CaseHoldingEmailHandler to send a holding email when a case is opened.
• The flow also includes decision elements to check case status and escalate cases for high-priority customers.
• It has record updates to change the status of cases and set comments for archiving.

Impact:

• This flow automates the process of updating case statuses and notifying relevant parties, which can significantly enhance operational efficiency.
• Reviewers should pay attention to the flow's logic, especially the decision criteria and the email notifications, to ensure they meet the intended business processes.

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Summary

This PR introduces:

• A new Apex class for sending holding emails when cases are opened.
• A new flow that automates case closure and notifications.

Testing Recommendations:

1. Apex Class: Test the sendHoldingEmail method with various scenarios, including cases with and without email addresses.
2. Flow: Validate the flow by creating test cases and ensuring that the correct emails are sent and statuses are updated as expected.
3. Integration: Ensure that the flow integrates well with existing processes and does not disrupt current case management workflows.