def test_lead_conversion(self):
"""
Create a Lead object within Salesforce and try to
convert it, convert/merge it with the information from a duplicit Lead,
then clean all the generated objects.
"""
lead = Lead(FirstName="Foo",
LastName="Bar",
Company="django-salesforce",
Street='Test Avenue 45')
lead.save()
lead2 = Lead(FirstName="Foo",
LastName="Bar",
Company="django-salesforce",
Phone='123456789')
lead2.save()
ret = None
try:
# convert the first Lead
ret = convert_lead(lead, doNotCreateOpportunity=True)
# print("Response from convertLead: " +
# ', '.join('%s: %s' % (k, v) for k, v in sorted(ret.items())))
expected_names = set(('accountId', 'contactId', 'leadId',
'opportunityId', 'success'))
self.assertEqual(set(ret), expected_names)
self.assertEqual(ret['success'], 'true')
# merge the new Account with the second Lead
ret2 = convert_lead(lead2,
doNotCreateOpportunity=True,
accountId=ret['accountId'])
account = Account.objects.get(pk=ret['accountId'])
# verify that account is merged
self.assertEqual(ret2['accountId'], account.pk)
self.assertEqual(account.BillingStreet, 'Test Avenue 45')
self.assertEqual(account.Phone, '123456789')
finally:
# Cleaning up...
if ret:
# Deleting the Account object will also delete the related Contact
# and Opportunity objects.
try:
account = Account.objects.get(pk=ret['accountId'])
except Exception: # pylint:disable=broad-except
# this allows to recycle the account even if the queryset code is broken
account = Account(pk=ret['accountId'])
account._state.db = lead._state.db
account.delete()
lead.delete() # FYI, ret['leadId'] == lead.pk
lead2.delete()
def test_lead_conversion(self):
"""
Create a Lead object within Salesforce and try to
convert it, then clean all the generated objects.
"""
lead = Lead(FirstName="Foo", LastName="Bar", Company="django-salesforce")
lead.save()
# Get a status name setting for converted Leads
cur = connections['salesforce'].cursor()
cur.execute("SELECT MasterLabel FROM LeadStatus WHERE IsConverted=true")
converted_status = cur.fetchone()['MasterLabel']
ret = convert_lead(lead, converted_status=converted_status)
print("Response from convertLead: " +
', '.join('%s: %s' % (k, v) for k, v in sorted(ret.items())))
expected_names = set(('accountId', 'contactId', 'leadId', 'opportunityId', 'success'))
self.assertEqual(set(ret), expected_names)
self.assertEqual(ret['success'], 'true')
# Cleaning up...
# Deleting the Account object will also delete the related Contact
# and Opportunity objects.
account = Account.objects.get(pk=ret['accountId'])
account.delete()
lead.delete() # FYI, ret['leadId'] == lead.pk
def test_lead_conversion(self):
"""
Create a Lead object within Salesforce and try to
convert it, convert/merge it with the information from a duplicit Lead,
then clean all the generated objects.
"""
lead = Lead(FirstName="Foo", LastName="Bar", Company="django-salesforce",
Street='Test Avenue 45')
lead.save()
lead2 = Lead(FirstName="Foo", LastName="Bar", Company="django-salesforce",
Phone='123456789')
lead2.save()
ret = None
try:
# convert the first Lead
ret = convert_lead(lead, doNotCreateOpportunity=True)
# print("Response from convertLead: " +
# ', '.join('%s: %s' % (k, v) for k, v in sorted(ret.items())))
expected_names = set(('accountId', 'contactId', 'leadId', 'opportunityId', 'success'))
self.assertEqual(set(ret), expected_names)
self.assertEqual(ret['success'], 'true')
# merge the new Account with the second Lead
ret2 = convert_lead(lead2, doNotCreateOpportunity=True, accountId=ret['accountId'])
account = Account.objects.get(pk=ret['accountId'])
# verify that account is merged
self.assertEqual(ret2['accountId'], account.pk)
self.assertEqual(account.BillingStreet, 'Test Avenue 45')
self.assertEqual(account.Phone, '123456789')
finally:
# Cleaning up...
if ret:
# Deleting the Account object will also delete the related Contact
# and Opportunity objects.
try:
account = Account.objects.get(pk=ret['accountId'])
except Exception: # pylint:disable=broad-except
# this allows to recycle the account even if the queryset code is broken
account = Account(pk=ret['accountId'])
account._state.db = lead._state.db
account.delete()
lead.delete() # FYI, ret['leadId'] == lead.pk
lead2.delete()
def test_lead_conversion(self):
"""
Create a Lead object within Salesforce and try to
convert it, then clean all the generated objects.
"""
lead = Lead(FirstName="Foo", LastName="Bar", Company="django-salesforce")
lead.save()
r = convert_lead(lead)
print("Response from convertLead: " + str(r))
print("Account ID: " + str(r[0]))
print("Contact ID: " + str(r[1]))
print("Opportunity ID: " + str(r[3]))
# Cleaning up...
# Deleting the Account object will also delete the related Contact
# and Opportunity objects.
account = Account.objects.get(pk=str(r[0]))
account.delete()
lead.delete() # FYI, r[2] == lead.pk
def _convert_lead(self, lead):
"""
Converts Lead to Contact and Account objects in Salesforce. Salesforce does not
automatically populate custom fields on the Contact object with data from the
Lead object, so we must do that here.
"""
_ = convert_lead(lead, doNotCreateOpportunity=True)
lead = Lead.objects.get(username=lead.username)
contact = lead.converted_contact
contact.language = lead.language
contact.country = lead.country
contact.year_of_birth = lead.year_of_birth
contact.pi_utm_campaign = lead.pi_utm_campaign
contact.pi_utm_content = lead.pi_utm_content
contact.pi_utm_medium = lead.pi_utm_medium
contact.pi_utm_source = lead.pi_utm_source
contact.pi_utm_term = lead.pi_utm_term
contact.save()
return lead
def test_lead_conversion(self):
"""
Create a Lead object within Salesforce and try to
convert it, then clean all the generated objects.
"""
lead = Lead(FirstName="Foo",
LastName="Bar",
Company="django-salesforce")
lead.save()
r = convert_lead(lead)
print("Response from convertLead: " + str(r))
print("Account ID: " + str(r[0]))
print("Contact ID: " + str(r[1]))
print("Opportunity ID: " + str(r[3]))
# Cleaning up...
# Deleting the Account object will also delete the related Contact
# and Opportunity objects.
account = Account.objects.get(pk=str(r[0]))
account.delete()
lead.delete() # FYI, r[2] == lead.pk
