How to Automate and Create P2 Container Link

This document describes the steps to automate P2 Container Request via Flow.

Create an Invocable Apex Class

Create a Wrapper

Under the Invocable class, one need to create a wrapper by setting the following attributes as per requirement:-

public class P2ContainerRequestWrapper {
    public String sParentRecordId {get;set;}
    public String sTemplateName {get;set;}
    public String smsBody {get;set;} 
    public String emailSubject {get;set;} 
    public String emailBody {get;set;} 
    public String defaultMessage {get;set;}
    
    //Add another Object to Allow Multiple Recipient
    public List<Recipient> recipients {get;set;}
    public class Recipient{
        public String firstName {get;set;} 
        public String lastName {get;set;} 
        public String email {get;set;} 
        public String phone {get;set;} 
        public List<RecipientItem> recipient_items {get; set;}
    }
   
      public String firstName {get;set;} 
      public String lastName {get;set;} 
      public String email {get;set;} 
      public String phone {get;set;} 
      public String modeOfCommunication {get;set;}  //Email, SMS or Both
      public DateTime expirationDate {get;set;} 
      public Boolean tfaRequire {get;set;} 
      public String tfaMethod {get;set;} //If tfaRequire is set to True
      public String requesterFirstName {get;set;} 
      public String requesterLastName {get;set;} 
    
}

Set the values in the Wrapper

Create an object of Wrapper and set all the required values

P2ContainerRequestWrapper oWrapper = new P2ContainerRequestWrapper();
oWrapper.sParentRecordId = <Record Id of the record to which the P2 Request will be linked to>
oWrapper.sTemplateName = <In case of using the Template to set Email Body and SMS Message from the Template>
oWrapper.smsBody = <SMS Message to be sent for P2 Request>
oWrapper.emailSubject = <Email Subject for P2 Request>
oWrapper.emailBody = <Email Body for P2 Request>
oWrapper.defaultMessage = <Default Message if Any>
insert oWrapper;

Recipient orecipient = new Recipient();
recipient.cm_datatransfer__P2_Request__c = <Id of the P2Container RequestWrapper> 
recipient.FirstName = <First Name of the End User to whom request needs to be sent>
recipient.LastName = <Last Name of the End User to whom request needs to be sent>
recipient.Email = <Email of the End User to whom Request needs to be sent>
recipient.Phone = <Phone of the End User to whom request needs to be sent>
 
 
insert recipient;

oWrapper.firstName <First Name of the End User to whom request needs to be sent>
oWrapper.lastName  <Last Name of the End User to whom request needs to be sent>
oWrapper.email     <Email of the End User to whom Request needs to be sent>
oWrapper.phone     <Phone of the End User to whom request needs to be sent>
oWrapper.modeOfCommunication  <Mode to send the P2 Request- Email, SMS or Both>
oWrapper.expirationDate       <Expiration Date of the Container>
oWrapper.tfaRequire           <Set if TFA is required on the Container>
oWrapper.tfaMethod            <Set the Method-Email or Phone if TFA is enabled>
oWrapper.requesterFirstName   <First Name of the User creating the Container>
oWrapper.requesterLastName   <Last Name of the User creating the container>

Serialize the Wrapper

Serialize the wrapper using JSON.serialize method

String sWrapper = JSON.serialize(oWrapper);

Call the Global Method of Managed Package to initiate the process.

cm_datatransfer.GlobalServices.createP2Container(String sWrapper);