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https://github.com/fleetdm/fleet
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Website: Update contact record creation (#19922)
Closes: https://github.com/fleetdm/confidential/issues/6929 Changes: - Updated the update-or-create-contact-and-account helper to search for an existing contact by email address before searching for an account with the information provided by the get-enriched helper. This change will allow us to change the account that a contact is associated with in the CRM without duplicate records getting (re)created.
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Eric
GitHub
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1 changed files with 95 additions and 99 deletions
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@ -45,6 +45,7 @@ module.exports = {
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fn: async function ({emailAddress, linkedinUrl, firstName, lastName, organization, primaryBuyingSituation, psychologicalStage}) {
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// Return undefined if we're not running in a production environment.
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if(sails.config.environment !== 'production') {
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sails.log.verbose('Skipping Salesforce integration...');
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return {
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@ -63,110 +64,23 @@ module.exports = {
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throw new Error('UsageError: when updating or creating a contact and account in salesforce, either an email or linkedInUrl is required.');
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}
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if(linkedinUrl){
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// If linkedinUrl was provided, strip the protocol and subdomain from the URL.
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linkedinUrl = linkedinUrl.replace(sails.config.custom.RX_PROTOCOL_AND_COMMON_SUBDOMAINS, '');
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}
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// Send the information we have to the enrichment helper.
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let enrichmentData = await sails.helpers.iq.getEnriched(emailAddress, linkedinUrl, firstName, lastName, organization);
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// console.log(enrichmentData);
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// Log in to Salesforce.
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let jsforce = require('jsforce');
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let salesforceConnection = new jsforce.Connection({
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loginUrl : 'https://fleetdm.my.salesforce.com'
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});
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let salesforceAccountOwnerId;
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await salesforceConnection.login(sails.config.custom.salesforceIntegrationUsername, sails.config.custom.salesforceIntegrationPasskey);
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let salesforceAccountId;
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if(!enrichmentData.employer || !enrichmentData.employer.emailDomain || !enrichmentData.employer.organization) {
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// Special sacraficial meat cave where the contacts with no organization go.
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// https://fleetdm.lightning.force.com/lightning/r/Account/0014x000025JC8DAAW/view
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salesforceAccountId = '0014x000025JC8DAAW';
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salesforceAccountOwnerId = '0054x00000735wDAAQ';// « "Integrations admin" user.
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} else {
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// Search for an existing Account record by the organization returned from the getEnriched helper.
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let existingAccountRecord = await salesforceConnection.sobject('Account')
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.findOne({
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'Name': enrichmentData.employer.organization,
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// 'LinkedIn_company_URL__c': enrichmentData.employer.linkedinCompanyPageUrl // TODO: if this information is not present on an existing account, nothing will be returned.
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});
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// If we didn't find an account that's name exaclty matches, we'll do another search using the provided email domain.
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if(!existingAccountRecord){
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existingAccountRecord = await salesforceConnection.sobject('Account')
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.findOne({
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'Website': enrichmentData.employer.emailDomain,
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// 'LinkedIn_company_URL__c': enrichmentData.employer.linkedinCompanyPageUrl // TODO: if this information is not present on an existing account, nothing will be returned.
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});
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}
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// console.log(existingAccountRecord);
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// If we found an exisitng account, we'll use assign the new contact to the account owner.
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if(existingAccountRecord) {
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// Store the ID of the Account record we found.
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salesforceAccountId = existingAccountRecord.Id;
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salesforceAccountOwnerId = existingAccountRecord.OwnerId;
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// console.log('exising account found!', salesforceAccountId);
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} else {
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// If no existing account record was found, create a new one.
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// Create a timestamp to use for the new account's assigned date.
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salesforceAccountOwnerId = '0054x00000735wDAAQ';// « "Integrations admin" user.
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let today = new Date();
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let nowOn = today.toISOString().replace('Z', '+0000');
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let newAccountRecord = await salesforceConnection.sobject('Account')
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.create({
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Account_Assigned_date__c: nowOn,// eslint-disable-line camelcase
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// eslint-disable-next-line camelcase
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Current_Assignment_Reason__c: 'Inbound Lead',// TODO verify that this matters. if not, do not set it.
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Prospect_Status__c: 'Assigned',// eslint-disable-line camelcase
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Name: enrichmentData.employer.organization,// IFWMIH: We know organization exists
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Website: enrichmentData.employer.emailDomain,
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LinkedIn_company_URL__c: enrichmentData.employer.linkedinCompanyPageUrl,// eslint-disable-line camelcase
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NumberOfEmployees: enrichmentData.employer.numberOfEmployees,
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OwnerId: salesforceAccountOwnerId
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});
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salesforceAccountId = newAccountRecord.id;
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}//fi
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// console.log('New account created!', salesforceAccountId);
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}//fi
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// Now search for an existing Contact.
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// FUTURE: expand this section to improve the searches.
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let existingContactRecord;
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if(emailAddress){
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// console.log('searching for existing contact by emailAddress');
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existingContactRecord = await salesforceConnection.sobject('Contact')
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.findOne({
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AccountId: salesforceAccountId,
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Email: emailAddress,
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});
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} else if(linkedinUrl) {
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// console.log('searching for existing contact by linkedInUrl');
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existingContactRecord = await salesforceConnection.sobject('Contact')
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.findOne({
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AccountId: salesforceAccountId,
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LinkedIn_profile__c: linkedinUrl // eslint-disable-line camelcase
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});
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} else {
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existingContactRecord = undefined;
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}//fi
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let salesforceContactId;
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let salesforceAccountId;
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// Build a dictionary of values we'll update/create a contact record with.
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let valuesToSet = {};
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if(emailAddress){
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valuesToSet.Email = emailAddress;
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}
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if(linkedinUrl || (enrichmentData.person && enrichmentData.person.linkedinUrl)){
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valuesToSet.LinkedIn_profile__c = linkedinUrl || enrichmentData.person.linkedinUrl;// eslint-disable-line camelcase
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}
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if(enrichmentData.person && enrichmentData.person.title){
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valuesToSet.Title = enrichmentData.person.title;
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if(linkedinUrl){
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valuesToSet.LinkedIn_profile__c = linkedinUrl;// eslint-disable-line camelcase
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}
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if(primaryBuyingSituation) {
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valuesToSet.Primary_buying_situation__c = primaryBuyingSituation;// eslint-disable-line camelcase
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@ -176,18 +90,102 @@ module.exports = {
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}
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if(existingContactRecord){
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let existingContactRecord;
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// Search for an existing Contact record using the provided email address or linkedIn profile URL.
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if(emailAddress) {
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existingContactRecord = await salesforceConnection.sobject('Contact')
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.findOne({
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Email: emailAddress,
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});
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} else if(linkedinUrl) {
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existingContactRecord = await salesforceConnection.sobject('Contact')
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.findOne({
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LinkedIn_profile__c: linkedinUrl // eslint-disable-line camelcase
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});
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}
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if(existingContactRecord) {
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// console.log(`Exisitng contact found! ${existingContactRecord.Id}`);
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// If we found an existing contact, we'll update it with the information provided.
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salesforceContactId = existingContactRecord.Id;
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// console.log(`existing contact record found! ${salesforceContactId}`);
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// Update the existing contact with the information provided.
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await salesforceConnection.sobject('Contact')
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.update({
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Id: salesforceContactId,
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...valuesToSet,
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});
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salesforceAccountId = existingContactRecord.AccountId;
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// console.log(`${salesforceContactId} updated!`);
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} else {
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// Otherwise create a new Contact record.
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// Otherwise, we'll enrich the information we have, and check for an existing account.
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if(linkedinUrl){
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// If linkedinUrl was provided, strip the protocol and subdomain from the URL.
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linkedinUrl = linkedinUrl.replace(sails.config.custom.RX_PROTOCOL_AND_COMMON_SUBDOMAINS, '');
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}
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// Send the information we have to the enrichment helper.
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let enrichmentData = await sails.helpers.iq.getEnriched(emailAddress, linkedinUrl, firstName, lastName, organization);
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// console.log(enrichmentData);
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// Add information from the enrichmentData to the values to set on the new Contact record.
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if(enrichmentData.person && enrichmentData.person.linkedinUrl){
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valuesToSet.LinkedIn_profile__c = enrichmentData.person.linkedinUrl;// eslint-disable-line camelcase
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}
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if(enrichmentData.person && enrichmentData.person.title){
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valuesToSet.Title = enrichmentData.person.title;
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}
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let salesforceAccountOwnerId;
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if(!enrichmentData.employer || !enrichmentData.employer.emailDomain || !enrichmentData.employer.organization) {
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// Special sacrificial meat cave where the contacts with no organization go.
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// https://fleetdm.lightning.force.com/lightning/r/Account/0014x000025JC8DAAW/view
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salesforceAccountId = '0014x000025JC8DAAW';
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salesforceAccountOwnerId = '0054x00000735wDAAQ';// « "Integrations admin" user.
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} else {
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// Search for an existing Account record by the organization returned from the getEnriched helper.
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let existingAccountRecord = await salesforceConnection.sobject('Account')
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.findOne({
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'Name': enrichmentData.employer.organization,
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// 'LinkedIn_company_URL__c': enrichmentData.employer.linkedinCompanyPageUrl // TODO: if this information is not present on an existing account, nothing will be returned.
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});
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// If we didn't find an account that's name exaclty matches, we'll do another search using the provided email domain.
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if(!existingAccountRecord){
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existingAccountRecord = await salesforceConnection.sobject('Account')
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.findOne({
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'Website': enrichmentData.employer.emailDomain,
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// 'LinkedIn_company_URL__c': enrichmentData.employer.linkedinCompanyPageUrl // TODO: if this information is not present on an existing account, nothing will be returned.
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});
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}
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// console.log(existingAccountRecord);
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// If we found an exisitng account, we'll assign the new contact to the account owner.
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if(existingAccountRecord) {
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// Store the ID of the Account record we found.
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salesforceAccountId = existingAccountRecord.Id;
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salesforceAccountOwnerId = existingAccountRecord.OwnerId;
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// console.log('exising account found!', salesforceAccountId);
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} else {
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// If no existing account record was found, create a new one, and assign it to the "Integrations Admin" user.
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salesforceAccountOwnerId = '0054x00000735wDAAQ';// « "Integrations admin" user.
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// Create a timestamp to use for the new account's assigned date.
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let today = new Date();
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let nowOn = today.toISOString().replace('Z', '+0000');
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let newAccountRecord = await salesforceConnection.sobject('Account')
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.create({
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Account_Assigned_date__c: nowOn,// eslint-disable-line camelcase
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// eslint-disable-next-line camelcase
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Current_Assignment_Reason__c: 'Inbound Lead',// TODO verify that this matters. if not, do not set it.
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Prospect_Status__c: 'Assigned',// eslint-disable-line camelcase
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Name: enrichmentData.employer.organization,// IFWMIH: We know organization exists
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Website: enrichmentData.employer.emailDomain,
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LinkedIn_company_URL__c: enrichmentData.employer.linkedinCompanyPageUrl,// eslint-disable-line camelcase
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NumberOfEmployees: enrichmentData.employer.numberOfEmployees,
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OwnerId: salesforceAccountOwnerId
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});
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salesforceAccountId = newAccountRecord.id;
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}//fi
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// console.log('New account created!', salesforceAccountId);
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}//fi
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// console.log(`creating new Contact record.`)
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// Create a new Contact record for this person.
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let newContactRecord = await salesforceConnection.sobject('Contact')
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.create({
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AccountId: salesforceAccountId,
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@ -196,12 +194,10 @@ module.exports = {
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LastName: lastName,
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...valuesToSet,
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});
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// console.log(newContactRecord);
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// console.log(`Created ${newContactRecord.id}`);
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salesforceContactId = newContactRecord.id;
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// console.log(`New contact record created! ${salesforceContactId}`);
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}//fi
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return {
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salesforceAccountId,
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salesforceContactId
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