✨ Salesforce crm

```
panoratech · Sep 14, 2024 · c387394 · c387394
1 parent 8465881
commit c387394
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Showing 8 changed files with 46 additions and 28 deletions.
diff --git a/apps/webapp/public/rag/openai.jpg b/apps/webapp/public/rag/openai.jpg
diff --git a/apps/webapp/public/rag/openai.png b/apps/webapp/public/rag/openai.png
diff --git a/packages/api/scripts/init.sql b/packages/api/scripts/init.sql
@@ -556,6 +556,7 @@ CREATE TABLE connector_sets
  fs_googledrive boolean NULL,
  fs_sharepoint boolean NULL,
  fs_onedrive boolean NULL,
+ crm_salesforce boolean NULL,
 CONSTRAINT PK_project_connector PRIMARY KEY ( id_connector_set )
 );
 

diff --git a/packages/api/scripts/seed.sql b/packages/api/scripts/seed.sql
@@ -2,10 +2,10 @@ INSERT INTO users (id_user, identification_strategy, email, password_hash, first
 ('0ce39030-2901-4c56-8db0-5e326182ec6b', 'b2c','[email protected]', '$2b$10$Y7Q8TWGyGuc5ecdIASbBsuXMo3q/Rs3/cnY.mLZP4tUgfGUOCUBlG', 'local', 'Panora');
 
 
-INSERT INTO connector_sets (id_connector_set, crm_hubspot, crm_zoho, crm_pipedrive, crm_attio, crm_zendesk, crm_close, tcg_zendesk, tcg_gorgias, tcg_front, tcg_jira, tcg_gitlab, fs_box, tcg_github, hris_deel, hris_sage, ats_ashby, crm_microsoftdynamicssales, ecom_webflow, tcg_linear, ecom_shopify, ecom_woocommerce, ecom_amazon, ecom_squarespace, hris_gusto, fs_googledrive, fs_dropbox, fs_sharepoint, fs_onedrive) VALUES
-    ('1709da40-17f7-4d3a-93a0-96dc5da6ddd7', TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE),
-    ('852dfff8-ab63-4530-ae49-e4b2924407f8', TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE),
-    ('aed0f856-f802-4a79-8640-66d441581a99', TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE);
+INSERT INTO connector_sets (id_connector_set, crm_hubspot, crm_zoho, crm_pipedrive, crm_attio, crm_zendesk, crm_close, tcg_zendesk, tcg_gorgias, tcg_front, tcg_jira, tcg_gitlab, fs_box, tcg_github, hris_deel, hris_sage, ats_ashby, crm_microsoftdynamicssales, ecom_webflow, tcg_linear, ecom_shopify, ecom_woocommerce, ecom_amazon, ecom_squarespace, hris_gusto, fs_googledrive, fs_dropbox, fs_sharepoint, fs_onedrive, crm_salesforce) VALUES
+    ('1709da40-17f7-4d3a-93a0-96dc5da6ddd7', TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE),
+    ('852dfff8-ab63-4530-ae49-e4b2924407f8', TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE),
+    ('aed0f856-f802-4a79-8640-66d441581a99', TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE, TRUE);
 
 INSERT INTO projects (id_project, name, sync_mode, id_user, id_connector_set) VALUES
     ('1e468c15-aa57-4448-aa2b-7fed640d1e3d', 'Project 1', 'pull', '0ce39030-2901-4c56-8db0-5e326182ec6b', '1709da40-17f7-4d3a-93a0-96dc5da6ddd7'),

diff --git a/packages/api/src/@core/sync/sync.service.ts b/packages/api/src/@core/sync/sync.service.ts
@@ -73,9 +73,10 @@ export class CoreSyncService {
                 ? lastSyncEvent.timestamp
                 : new Date(0);
 
-              const hoursSinceLastSync =
-                (now.getTime() - lastSyncTime.getTime()) / (1000 * 60 * 60);
-              if (interval && hoursSinceLastSync >= interval) {
+              const secondsSinceLastSync =
+                Number(now.getTime() - lastSyncTime.getTime()) / 1000;
+
+              if (interval && secondsSinceLastSync >= interval) {
                 await this.prisma.events.create({
                   data: {
                     id_project: project.id_project,

diff --git a/packages/api/src/crm/contact/services/salesforce/index.ts b/packages/api/src/crm/contact/services/salesforce/index.ts
@@ -8,10 +8,7 @@ import { IContactService } from '@crm/contact/types';
 import { Injectable } from '@nestjs/common';
 import axios from 'axios';
 import { ServiceRegistry } from '../registry.service';
-import {
-    SalesforceContactInput,
-    SalesforceContactOutput,
-  } from './types';
+import { SalesforceContactInput, SalesforceContactOutput } from './types';
 
 @Injectable()
 export class SalesforceService implements IContactService {
@@ -77,18 +74,28 @@ export class SalesforceService implements IContactService {
       });
 
       const instanceUrl = connection.account_url;
-      let pagingString = `${pageSize ? `ORDER BY Id DESC LIMIT ${pageSize} ` : ''}${
-        cursor ? `OFFSET ${cursor}` : ''
-      }`;
+      let pagingString = '';
+      if (pageSize) {
+        pagingString += `LIMIT ${pageSize} `;
+      }
+      if (cursor) {
+        pagingString += `OFFSET ${cursor}`;
+      }
       if (!pageSize && !cursor) {
         pagingString = 'LIMIT 200';
       }
 
-      const fields = custom_properties ? custom_properties.join(',') : 'Id,FirstName,LastName,Email,Phone';
-      const query = `SELECT ${fields} FROM Contact ${pagingString}`;
+      const fields =
+        custom_properties?.length > 0
+          ? custom_properties.join(',')
+          : 'Id,FirstName,LastName,Email,Phone';
+
+      const query = `SELECT ${fields} FROM Contact ${pagingString}`.trim();
 
       const resp = await axios.get(
-        `${instanceUrl}/services/data/v56.0/query/?q=${encodeURIComponent(query)}`,
+        `${instanceUrl}/services/data/v56.0/query/?q=${encodeURIComponent(
+          query,
+        )}`,
         {
           headers: {
             Authorization: `Bearer ${this.cryptoService.decrypt(
@@ -106,7 +113,8 @@ export class SalesforceService implements IContactService {
         statusCode: 200,
       };
     } catch (error) {
+      this.logger.log(`Error syncing Salesforce contacts: ${error.message}`);
       throw error;
     }
   }
-}
+}
diff --git a/packages/api/src/crm/note/services/salesforce/index.ts b/packages/api/src/crm/note/services/salesforce/index.ts
@@ -92,21 +92,28 @@ export class SalesforceService implements INoteService {
       });
 
       const instanceUrl = connection.account_url;
-      let pagingString = `${pageSize ? `ORDER BY Id DESC LIMIT ${pageSize} ` : ''}${
-        cursor ? `OFFSET ${cursor}` : ''
-      }`;
+      let pagingString = '';
+      if (pageSize) {
+        pagingString += `LIMIT ${pageSize} `;
+      }
+      if (cursor) {
+        pagingString += `OFFSET ${cursor}`;
+      }
       if (!pageSize && !cursor) {
         pagingString = 'LIMIT 200';
       }
 
-      const commonPropertyNames = Object.keys(commonNoteSalesforceProperties);
-      const allProperties = [...commonPropertyNames, ...custom_properties];
-      const fields = allProperties.join(',');
+      const fields =
+        custom_properties?.length > 0
+          ? custom_properties.join(',')
+          : 'Id,Title,Body,OwnerId,ParentId,CreatedDate,LastModifiedDate';
 
-      const query = `SELECT ${fields} FROM Note ${pagingString}`;
+      const query = `SELECT ${fields} FROM Note ${pagingString}`.trim();
 
       const resp = await axios.get(
-        `${instanceUrl}/services/data/v56.0/query/?q=${encodeURIComponent(query)}`,
+        `${instanceUrl}/services/data/v56.0/query/?q=${encodeURIComponent(
+          query,
+        )}`,
         {
           headers: {
             Authorization: `Bearer ${this.cryptoService.decrypt(
@@ -124,7 +131,8 @@ export class SalesforceService implements INoteService {
         statusCode: 200,
       };
     } catch (error) {
+      this.logger.log(`Error syncing Salesforce notes: ${error.message}`);
       throw error;
     }
   }
-}
+}
diff --git a/packages/shared/src/connectors/metadata.ts b/packages/shared/src/connectors/metadata.ts
@@ -272,7 +272,7 @@ export const CONNECTORS_METADATA: ProvidersConfig = {
         },
         logoPath: 'https://logos-world.net/wp-content/uploads/2020/10/Salesforce-Logo.png',
         description: 'Sync & Create contacts, deals, companies, notes, engagements, stages, tasks and users',
-        active: false,
+        active: true,
         authStrategy: {
           strategy: AuthStrategy.oauth2,
           properties: ['domain']