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Merge pull request #9 from mikermcneil/disable-round-robin
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Remove round-robin assignment in SF helper
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@eashaw
eashaw authored Jul 11, 2024
2 parents 492b1de + 343b354 commit 3f841f1
Showing 1 changed file with 22 additions and 83 deletions.
105 changes: 22 additions & 83 deletions api/helpers/salesforce/update-or-create-contact-and-account.js
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Original file line number Diff line number Diff line change
Expand Up @@ -75,7 +75,6 @@ module.exports = {

let salesforceContactId;
let salesforceAccountId;
let salesforceAccountOwnerId;

// Build a dictionary of values we'll update/create a contact record with.
let valuesToSet = {};
Expand All @@ -92,7 +91,6 @@ module.exports = {
valuesToSet.Stage__c = psychologicalStage;// eslint-disable-line camelcase
}


let existingContactRecord;
// Search for an existing Contact record using the provided email address or linkedIn profile URL.
if(emailAddress) {
Expand All @@ -117,41 +115,6 @@ module.exports = {
...valuesToSet,
});
salesforceAccountId = existingContactRecord.AccountId;
// Look up the account to see if it is owned by the integrations admin user, if it is, we'll round robin it.
let accountRecord = await sails.helpers.flow.build(async ()=>{
return await salesforceConnection.sobject('Account')
.retrieve(salesforceAccountId);
}).intercept((err)=>{
return new Error(`When attempting to look up an Account record (ID: ${salesforceAccountId}), An error occured when retreiving the specified record. Error: ${err}`);
});
salesforceAccountOwnerId = accountRecord.OwnerId;
if(salesforceAccountOwnerId === '0054x00000735wDAAQ' && salesforceAccountId !== '0014x000025JC8DAAW') {
// Get all round robin users.
let roundRobinUsers = await salesforceConnection.sobject('User')
.find({
AE_Round_robin__c: true,// eslint-disable-line camelcase
});
// Get the user with the earliest round robin timestamp.
let userWithEarliestAssignTimeStamp = _.sortBy(roundRobinUsers, 'AE_Account_Assignment_round_robin__c')[0];

let today = new Date();
let nowOn = today.toISOString().replace('Z', '+0000');
// Update the salesforceAccountOwnerId value to be the ID of the next user in the round robin.
salesforceAccountOwnerId = userWithEarliestAssignTimeStamp.Id;
// Update this user to put them at the bottom of the round robin list.
await salesforceConnection.sobject('User')
.update({
Id: salesforceAccountOwnerId,
// eslint-disable-next-line camelcase
AE_Account_Assignment_round_robin__c: nowOn
});
// Reassign the account to the new owner.
await salesforceConnection.sobject('Account')
.update({
Id: salesforceAccountId,
OwnerId: salesforceAccountOwnerId
});
}
// console.log(`${salesforceContactId} updated!`);
} else {
// Otherwise, we'll enrich the information we have, and check for an existing account.
Expand All @@ -169,6 +132,7 @@ module.exports = {
if(enrichmentData.person && enrichmentData.person.title){
valuesToSet.Title = enrichmentData.person.title;
}
let salesforceAccountOwnerId;
if(!enrichmentData.employer || !enrichmentData.employer.emailDomain || !enrichmentData.employer.organization) {
// Special sacrificial meat cave where the contacts with no organization go.
// https://fleetdm.lightning.force.com/lightning/r/Account/0014x000025JC8DAAW/view
Expand All @@ -190,63 +154,38 @@ module.exports = {
});
}
// console.log(existingAccountRecord);
// If we found an exisitng account and it is not owned by the integrations admin, we'll use assign the new contact to the account owner.
if(existingAccountRecord && existingAccountRecord.OwnerId !== '0054x00000735wDAAQ') {
// If we found an exisiting account, we'll assign the new contact to the account owner.
if(existingAccountRecord) {
// Store the ID of the Account record we found.
salesforceAccountId = existingAccountRecord.Id;
salesforceAccountOwnerId = existingAccountRecord.OwnerId;
// console.log('exising account found!', salesforceAccountId);
// console.log('existing account found!', salesforceAccountId);
} else {
// If we didn't find an existing record, or found one onwned by the integrations admin or a disabled user, we'll round robin it between the AE's Salesforce users.
let roundRobinUsers = await salesforceConnection.sobject('User')
.find({
AE_Round_robin__c: true,// eslint-disable-line camelcase
});
let userWithEarliestAssignTimeStamp = _.sortBy(roundRobinUsers, 'AE_Account_Assignment_round_robin__c')[0];

// If no existing account record was found, create a new one, and assign it to the "Integrations Admin" user.
salesforceAccountOwnerId = '0054x00000735wDAAQ';// « "Integrations admin" user.
// Create a timestamp to use for the new account's assigned date.
let today = new Date();
let nowOn = today.toISOString().replace('Z', '+0000');
// Update the accountOwnerId value to be the ID of the next user in the round robin.
salesforceAccountOwnerId = userWithEarliestAssignTimeStamp.Id;
// Update this user to put them at the bottom of the round robin list.
await salesforceConnection.sobject('User')
.update({
Id: salesforceAccountOwnerId,

let newAccountRecord = await salesforceConnection.sobject('Account')
.create({
Account_Assigned_date__c: nowOn,// eslint-disable-line camelcase
// eslint-disable-next-line camelcase
AE_Account_Assignment_round_robin__c: nowOn
Current_Assignment_Reason__c: 'Inbound Lead',// TODO verify that this matters. if not, do not set it.
Prospect_Status__c: 'Assigned',// eslint-disable-line camelcase

Name: enrichmentData.employer.organization,// IFWMIH: We know organization exists
Website: enrichmentData.employer.emailDomain,
LinkedIn_company_URL__c: enrichmentData.employer.linkedinCompanyPageUrl,// eslint-disable-line camelcase
NumberOfEmployees: enrichmentData.employer.numberOfEmployees,
OwnerId: salesforceAccountOwnerId
});


if(existingAccountRecord){
// If we found an existing Account record owned by the integrations admin user account, reassign it to the new owner.
salesforceAccountId = existingAccountRecord.Id;
await salesforceConnection.sobject('Account')
.update({
Id: salesforceAccountId,
OwnerId: salesforceAccountOwnerId
});
} else {
// If no existing account record was found, create a new one.
let newAccountRecord = await salesforceConnection.sobject('Account')
.create({
OwnerId: salesforceAccountOwnerId,
Account_Assigned_date__c: nowOn,// eslint-disable-line camelcase
// eslint-disable-next-line camelcase
Current_Assignment_Reason__c: 'Inbound Lead',// TODO verify that this matters. if not, do not set it.
Prospect_Status__c: 'Assigned',// eslint-disable-line camelcase

Name: enrichmentData.employer.organization,// IFWMIH: We know organization exists
Website: enrichmentData.employer.emailDomain,
LinkedIn_company_URL__c: enrichmentData.employer.linkedinCompanyPageUrl,// eslint-disable-line camelcase
NumberOfEmployees: enrichmentData.employer.numberOfEmployees,
});
salesforceAccountId = newAccountRecord.id;
}//fi
// console.log('New account created!', salesforceAccountId);
salesforceAccountId = newAccountRecord.id;
}//fi
// console.log('New account created!', salesforceAccountId);
}//fi

// Only set leadSource on new contact records.
// Only add leadSource to valuesToSet if we're creating a new contact record.
if(leadSource) {
valuesToSet.LeadSource = leadSource;
}
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