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Website: Update SF helper to search for existing account records by name (#19918)

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Closes: #19895

Changes:
- Updated the `update-or-create-account-and-contact` helper to search
for an existing account record by name before searching by website. This
additional search adds ~1.5 seconds to the time the helper runs in the
background but greatly reduces the chances of creating duplicate
accounts.
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Eric 2024-06-20 17:02:00 -05:00 committed by GitHub
parent 19a4e07b94
commit 477e46a96d
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1 changed files with 10 additions and 1 deletions
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11
website/api/helpers/salesforce/update-or-create-contact-and-account.js vendored
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@ -88,11 +88,20 @@ module.exports = {
salesforceAccountId = '0014x000025JC8DAAW'; salesforceAccountId = '0014x000025JC8DAAW';
salesforceAccountOwnerId = '0054x00000735wDAAQ';// « "Integrations admin" user. salesforceAccountOwnerId = '0054x00000735wDAAQ';// « "Integrations admin" user.
} else { } else {
// Search for an existing Account record by the organization returned from the getEnriched helper.
let existingAccountRecord = await salesforceConnection.sobject('Account') let existingAccountRecord = await salesforceConnection.sobject('Account')
.findOne({ .findOne({
'Website': enrichmentData.employer.emailDomain, 'Name': enrichmentData.employer.organization,
// 'LinkedIn_company_URL__c': enrichmentData.employer.linkedinCompanyPageUrl // TODO: if this information is not present on an existing account, nothing will be returned. // 'LinkedIn_company_URL__c': enrichmentData.employer.linkedinCompanyPageUrl // TODO: if this information is not present on an existing account, nothing will be returned.
}); });
// If we didn't find an account that's name exaclty matches, we'll do another search using the provided email domain.
if(!existingAccountRecord){
existingAccountRecord = await salesforceConnection.sobject('Account')
.findOne({
'Website': enrichmentData.employer.emailDomain,
// 'LinkedIn_company_URL__c': enrichmentData.employer.linkedinCompanyPageUrl // TODO: if this information is not present on an existing account, nothing will be returned.
});
}
// console.log(existingAccountRecord); // console.log(existingAccountRecord);
// If we found an exisitng account, we'll use assign the new contact to the account owner. // If we found an exisitng account, we'll use assign the new contact to the account owner.
if(existingAccountRecord) { if(existingAccountRecord) {