Creating a Dynamic Competitor List for Assessments

On the Assessment page in Opportunity Manager, users can add competitors to the opportunity assessment process - as shown below:

By default, users can only add competitors to their assessment from a picklist manually compiled by an administrator.

However, by creating an Apex Class you can configure a dynamic list of options from which the user can select their assessment competitors. For example, if you maintain Account records for your competitors (Type = 'Competitor') and you want your users to be able to add these as competitors on the Assessment page.

1. Create the Apex class:
1. In Setup, go to Apex Classes.

2. Click the New button to create the class. Below is sample code for a class called 'BakeryProviderList', which generates a competitor list composed of hardcoded strings and Account names containing 'Bakery'.

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   global class BakeryProviderList implements ALTF.CompetitorListProvider {
   
   public List<String> getCompetitorNames(String opportunityId) {
   List<String> hardCoded = new List<String>();
   hardCoded.add('Test Comp One');
   hardCoded.add('Test Comp Two');
   hardCoded.add('Test Comp Three');
   
   List<Account> accounts = [Select Name from Account where Name LIKE '%Bak%'];
   if((accounts != null) && (accounts .size() > 0)) {
   for(Account acc: accounts) {
   String accName = acc.Name;
   hardCoded.add(accName);
   }
   }
   hardCoded.add(opportunityId);
   return hardCoded;
   }
   }

   The Apex class must implement ALTF.CompetitorListProvider interface.

   The getCompetitorNames() method returns a list of competitors. The precise implementation is determined by your organization.

3. When you are finished, click Save.
2. Specify the Apex class name in the relevant custom setting:
   1. In Setup, go to Custom Settings.
   2. Click Manage beside Altify Opportunity Manager Settings.
   3. Click Edit.
   4. In the Competitor Class List Provider field, specify the name of the Apex class that returns the list of competitors. In this example, it's BakeryProviderList.
3. Test the new class:
1. Open the Assessment tab in an Altify opportunity plan.
2. Add a competitor.

3. The type-ahead functionality should reflect the custom list generated by your Apex class.

   The following example is based on the sample Apex Class provided above (whereby typing 'Bak' displays accounts with a relevant name).

   

Ensure access to Apex Class

To ensure your users have access to the Apex Class you have created, you need to update the Altify Permission Set.

1. In Setup, go to Permission Sets.

2. Click Altify Permission Set.

3. In the Altify Permission Set, select Apex Class Access in the Apps section.

4. Click Edit in the Apex Class Access section.

5. Add the class you created to the list of Enabled Apex Classes.

6. Click Save.