talent-connect/connect

[TP salesforce integration:] On company rep sign-up, assign SF Contact to company's Account record

ericbolikowski opened this issue · 6 comments

ericbolikowski commented

Context/background

A Contact record is created by nestjs whenever a company representative signs up on TP. However, a Household Account record (of the object Account) is also automatically created, and assigned as the Contact record's "parent" record.

The work of several of our Salesforce users will be improved by changing this mechanic as follows:
instead, get the Account record of the company being represented and assign that as the parent record of the Contact record.

What needs to be done?

The use case code in apps/nestjs-api/src/tp-company-profiles/use-cases/tp-company-profile-sign-up/tp-company-profile-sign-up.use-case.ts is responsible for managing the Salesforce mutations resulting from a company sign up.

  • Update the current user's Contact record by re-assigning the value of its AccountId field to point to the ID of the Account record of the user's company (which is either looked up or newly created in the same use case code)
  • Delete the now-orphaned Household Account which is no longer the "parent" of the current user's Contact record
ericbolikowski commented

Code complexity is quite low. From memory, business value is high.

  • 👍1
astkhikatredi commented

Hey there,
We need to finish this ticket ASAP in order to complete the ticket 761.
Thanks

ericbolikowski commented

Doing this week 👍

  • 🚀1
astkhikatredi commented

Dear @ericbolikowski could you please also show me this in SF, so I know what exactly is happening?

ericbolikowski commented

@astkhikatredi sure - let's stay behind 5 minutes after today's team call. It's simple to demo.

  • 👍1
astkhikatredi commented

Update here: we can skip this ticket for now.