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Scheduled sync with salesforce
Bryan Eli edited this page Oct 13, 2020
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Accounts does a sync with salesforce on a schedule basis. It pulls information about Contact
s and Lead
s from Salesforce and updates User
records in Accounts accordingly.
All the code for this is in one file, here: https://github.com/openstax/accounts/blob/35629624f3569327afa552900490e72d2372ae51/app/routines/update_user_salesforce_info.rb#L1
It does is the following:
- Goes through all users that have already have a Salesforce Contact ID, pulls their Salesforce information, and saves it in the User record.
- For users who do not yet have a Contact ID, looks for any leads with the given user's email address. If we find any, we check their lead's
Status
, and if all their leads have the status as "Converted", then it means that the user has been rejected as faculty. - For all other users who we don't have a contact or a lead for in SF, we change their
User
faculty_status
to "no_faculty_info".