Salesforce 发送业务员未提交任务短信提醒经理

1、先创建短信日志类：

2、使用定时器，每隔一天，读取两天内未完成的任务信息
然后插入短信日志里

 global class RemindSalesInfo implements Schedulable {

    global void execute(SchedulableContext ctx) {
            //1.根据角色得到所有的销售人员           
            //2.循环根据销售人员根据id和销售订单的创建时间与现在时间的差查询出出差申请信息     

            //3.如果查询的记录<=0时提醒，拜访记录如果两天没有四条提醒
            //4.用新的list统计出这些人员的名单
            //5.循环这些人员，根据角色得到他们的上级领导，
            //6.发送短消息

            //如果相同就返回,节假日不发送
            set<Holiday> holidays = new set<Holiday>([select ActivityDate from Holiday]);
            for(Holiday h :  holidays){
                if(h.ActivityDate == Date.today()){
                    return;
                }                
            }

            Map<Date, specialDate__c> smap= new Map<Date, specialDate__c>();
            Set<specialDate__c> specialDates = new Set<specialDate__c>([select WorkDay__c from specialDate__c]);
            for(specialDate__c s : specialDates){                
                smap.put(s.WorkDay__c , s);
            }

            //自动判断星期六、天不发送信息,上班日期要发送
            Datetime dt = DateTime.now();
            String dayOfWeek=dt.format('u');
            if((dayOfWeek == '7' || dayOfWeek == '6') && !smap.containsKey(Date.today())){
                return;
            }            


            List<User> allSales = [SELECT Id, Name, UserRole.ParentRoleId   FROM User where Profile.Name like '%大族粤铭销售业务员%'];
            List<User> managers = [SELECT Id, Name,phone FROM User where UserRole.DeveloperName = 'ZJL' ];
            System.debug('allSales=' + allSales.size());
            DateTime now = System.now();     

            Datetime lastDateTime = now.addDays(-2);
            List<User> unSubmitSales = new List<User>();
            List<User> unSubmitVisiter = new List<User>();

            //得到所有的经理
            Map<String, User> leaderMap = new Map<String,User>();
            List<User> allLeaders = [SELECT id, Name, UserRole.id, UserRole.DeveloperName,phone from User where UserRole.Name like '%经理%' and (not UserRole.Name like '%总经理%')];
            for(User u : allLeaders){
                leaderMap.put(u.UserRole.id , u);
            }

            //---------查询等于两天时间的出差申请--------------------
            Map<String, Integer> cMap = new Map<String,Integer>();
            List<CustomObject2__c> trips = [SELECT Id, CreatedById FROM CustomObject2__c WHERE  CreatedDate >:lastDateTime and CreatedDate <:now ];
            for(CustomObject2__c c : trips){
                if(cMap.containsKey(c.CreatedById)){
                    cMap.put(c.CreatedById , cMap.get(c.CreatedById)+1);
                }else{
                    cMap.put(c.CreatedById , 1);
                }  
            }   

            for(User u : allSales){        
                String uid = u.id;        
                //List<CustomObject2__c> trips = [SELECT Id FROM CustomObject2__c WHERE CreatedById =: uid and CreatedDate <:newDateTime];
                if(!cMap.containsKey(uid)){  
                    unSubmitSales.add(u);                                   
                }
            }


            for(User u : unSubmitSales){        
                //获得上一级的领导信息 
                List<User> leaders = new List<User>();
                if(leaderMap.containsKey(u.UserRole.ParentRoleId)){  
                    User leaderUser = leaderMap.get(u.UserRole.ParentRoleId);
                    leaders.add(leaderUser);
                }      
                leaders.addAll(managers);        
                System.debug('leaders=' + leaders.size());   
                //发送未提交出差申请的短信;
                String content = u.Name + ' 两天内还未填写出差申请，请注意！';        
                SMS.doInsert(content, leaders, 'trip');

            }

            //---------查询等于两天时间的拜访记录--------------------

            Map<String, Integer> visitMap = new Map<String,Integer>();
            List<CustomObject1__c> visitList = [SELECT Id, CreatedById FROM CustomObject1__c WHERE  CreatedDate >:lastDateTime and CreatedDate <:now ];
            for(CustomObject1__c c : visitList){
                if(visitMap.containsKey(c.CreatedById)){
                    visitMap.put(c.CreatedById , cMap.get(c.CreatedById)+1);
                }else{
                    visitMap.put(c.CreatedById , 1);
                }  
            }   

            for(User u : allSales){        
                String uid = u.id;        
                if(!visitMap.containsKey(uid)||visitMap.get(uid)<3){
                    //System.debug(uid);
                    unSubmitVisiter.add(u);  
                }
            }

            System.debug('unSubmitVisiter.size()=' + unSubmitVisiter.size());   
            for(User u : unSubmitVisiter){        
                //获得上一级的领导信息         
                List<User> leaders = new List<User>();  
                if(leaderMap.containsKey(u.UserRole.ParentRoleId)){    
                    User leaderUser = leaderMap.get(u.UserRole.ParentRoleId);
                    leaders.add(leaderUser);
                }      
                leaders.addAll(managers);        
                System.debug('leaders=' + leaders.size());   
                //发送提交拜访记录小于3篇的短信;
                String content = u.Name + ' 两天内填写的拜访记录少于4篇，请注意！';             
                SMS.doInsert(content, leaders, 'visit');

            }

        }
}

3、使用定时器，每天的8-18小时发送短信，星期六，七及假日不发送

global class RemindSales implements Schedulable {
    global void execute(SchedulableContext ctx) {

        //如果相同就返回
        set<Holiday> holidays = new set<Holiday>([select ActivityDate from Holiday]);
        for(Holiday h :  holidays){
            if(h.ActivityDate == Date.today()){
                return;
            }                
        }

        Map<Date, specialDate__c> smap= new Map<Date, specialDate__c>();
        Set<specialDate__c> specialDates = new Set<specialDate__c>([select WorkDay__c from specialDate__c]);
        for(specialDate__c s : specialDates){                
            smap.put(s.WorkDay__c , s);
        }

        //自动判断星期六、天不发送信息,上班日期要发送
        Datetime dt = DateTime.now();
        String dayOfWeek=dt.format('u');
        if((dayOfWeek == '7' || dayOfWeek == '6') && !smap.containsKey(Date.today())){
            return;
        }


        List<SMSInfo__c> sis = [SELECT Id, content__c, phone__c, TimeNum__c FROM SMSInfo__c where Status__c = '2' and (type__c = 'visit' or type__c = 'trip') limit 49];

        for(SMSInfo__c s : sis){

            //因为里面已经有了更新方法
            SMS.sendMethod(s.phone__c , s.content__c, s.TimeNum__c);       
            //SMS.sendMethod('15019179692' , s.content__c, s.TimeNum__c);    

        }


    }
}

4、发送短信功能

public class SMS {
    private String url;
    private String url1;
    private String url2;
    private String result;

    public SMS(){
        url='';
        url1='';
        url2='';
        result=''; 
    }



    //发送一条短信，接收一个电话号码和短信内容，返回一个请求结果状态
    public String sendSMS (String content,String phone,String exId) {
        url2 = '&ac='+Label.SMSAccount
            +'&authkey='+ Label.SMSPassWord 
            +'&cgid=16&c=' + EncodingUtil.urlEncode(content, 'utf8')
            +'&m='+phone;

        url1 = 'http://192.168.0.20/OpenPlatform/OpenApi?action=sendOnce';
        //构造短信接口url格式
        url = url1 + url2; 
        system.debug('url'+url);
        //发送http请求，需要在远程站点设置用设置访问的网址url，否则请求会失败           
        HttpRequest req = new HttpRequest();
        req.setEndpoint(url);
        req.setMethod('GET'); 
        req.setTimeout(12000);
        Http http = new Http();
        HttpResponse res = http.send(req);
        System.debug(res.getStatus()+'==============sms result========' +'|'+res.getStatusCode());
        System.debug('==============sms result2========' +'|'+res.getBody());

        //测试短信接口返回的状态，100表示已经发送（请求的格式正确，成功连接到短信接口），但是并不代表短信发送到对方手机上
        //当手机号码为连续的任何数字都会成功并返回100状态

        XmlStreamReader xsr = new XmlStreamReader(res.getBody());    
        SMSInfo__c info =[SELECT id,Status__c,msgId__c FROM SMSInfo__c WHERE TimeNum__c=:exId limit 1];
        xsr.next();
        while(xsr.hasNext()){
            if(xsr.isStartElement()){
                system.debug('name:'+xsr.getLocalName());
                if(xsr.getLocalName()=='xml'){
                    for(integer i=0;i<xsr.getAttributeCount();i++){
                        if(xsr.getAttributeLocalName(i)=='result'){
                            info.Status__c = xsr.getAttributeValueAt(i);
                        }
                    }    
                }else if(xsr.getLocalName()=='Item'){
                    for(integer i=0;i<xsr.getAttributeCount();i++){
                        if(xsr.getAttributeLocalName(i)=='msgid'){
                            info.msgId__c = xsr.getAttributeValueAt(i);
                        }
                    }
                } 
            }
            xsr.next();
        }
        update info;

        return res.getStatus();
    }

    public static void doFutureSend(String phone,String content){
        SMSInfo__c info = new SMSInfo__c();
        info.phone__c = phone;
        info.content__c = content;
        info.Status__c = '2';//未发送
        info.TimeNum__c = String.valueOf(DateTime.now().getTime());
        insert info;
        sendMethod(phone,content,info.TimeNum__c);
    }

    //出差申请与拜访记录插入数据
    public static void doInsert(String content, List<User> leaders, String type){
        List<SMSInfo__c> smsList = new List<SMSInfo__c>();

        DateTime now = System.now();     
        Datetime lastDateTime = now.addDays(-2);
        List<SMSInfo__c> infoList = [SELECT Id, content__c, phone__c FROM SMSInfo__c where (addDate__c>: lastDateTime and  addDate__c<:now)  and type__c =: type ];
        Map<String, SMSInfo__c> infoMap = new Map<String, SMSInfo__c>();
        for(SMSInfo__c info : infoList){
            infoMap.put(info.content__c, info);
        }        

        Integer i = 0;  
        if(!infoMap.containsKey(content)){
            for(User leader : leaders){            
                SMSInfo__c info = new SMSInfo__c();
                info.phone__c = leader.phone;
                info.content__c = content;
                info.Status__c = '2';//未发送
                info.type__c = type;
                info.addDate__c = now; 
                info.TimeNum__c = String.valueOf(DateTime.now().getTime() + i++);
                smsList.add(info);       
             }     
        }
        insert smsList;        
    }



    @future(callout=true)
    public static void sendMethod(String phoneNum,String content,String exId){
        SMS s= new SMS();
        String status ='';
        status = s.sendSMS(content, phoneNum, exId); 
    }    


    //验证电话号码是否正确     
    public boolean isPhoneNumber(String str) {    
        boolean flag  = false;        
        Pattern p = Pattern.compile('^[1][3,4,5,8][0-9]{9}$'); // 验证手机号  
        Matcher m = p.matcher(str);    
        return m.matches(); 
    }
}

5、定时器

RemindSales r = new RemindSales();
String sch = '0 0 9-18 * * ?';
String jobID = system.schedule('每天9点到18点的每小时0分运行一次', sch, r);

RemindSalesInfo rs2 = new RemindSalesInfo();
String sch = '0 0 13 * * ?';
String jobID = system.schedule('每天13点运行一次插入未提交“出差申请”和“拜访记录”的业务员的信息到短信', sch, rs2);