Edits history of script submission #22313 for ' Convert Lead (salesforce)'

• bun

  Ap­pro­ved version

  Edit in Windmill

  Embed

  //native
  
  export type DynSelect_converted_status = string
  
  // Dropdown of the org's "converted" lead statuses (LeadStatus where IsConverted = true).
  export async function converted_status(auth: RT.Salesforce) {
    const apiVersion = auth.api_version || "v60.0"
    const url = new URL(`${auth.instance_url}/services/data/${apiVersion}/query`)
    url.searchParams.append(
      "q",
      "SELECT MasterLabel FROM LeadStatus WHERE IsConverted = true"
    )
    const response = await fetch(url, {
      headers: {
        Authorization: `Bearer ${auth.token}`,
        Accept: "application/json",
      },
    })
    if (!response.ok) {
      throw new Error(`${response.status} ${await response.text()}`)
    }
    const { records } = (await response.json()) as {
      records: { MasterLabel: string }[]
    }
    return records.map((r) => ({ value: r.MasterLabel, label: r.MasterLabel }))
  }
  
  function xmlEscape(s: string) {
    return s
      .replace(/&/g, "&")
      .replace(/</g, "&lt;")
      .replace(/>/g, "&gt;")
      .replace(/"/g, "&quot;")
      .replace(/'/g, "&apos;")
  }
  
  /**
   * Convert Lead
   * Convert a lead into an account, contact, and (optionally) an opportunity. Salesforce has no REST endpoint for this, so it uses the SOAP convertLead call with the same OAuth token. converted_status must be a lead status marked as converted.
   */
  export async function main(
    auth: RT.Salesforce,
    lead_id: string,
    converted_status: DynSelect_converted_status,
    options:
      | {
          accountId?: string
          contactId?: string
          opportunityName?: string
          doNotCreateOpportunity?: boolean
          ownerId?: string
          overwriteLeadSource?: boolean
          sendNotificationEmail?: boolean
        }
      | undefined
  ) {
    const soapVersion = (auth.api_version || "v60.0").replace(/^v/, "")
    const o = options ?? {}
    const optional = [
      o.accountId !== undefined
        ? `<urn:accountId>${xmlEscape(o.accountId)}</urn:accountId>`
        : "",
      o.contactId !== undefined
        ? `<urn:contactId>${xmlEscape(o.contactId)}</urn:contactId>`
        : "",
      o.opportunityName !== undefined
        ? `<urn:opportunityName>${xmlEscape(o.opportunityName)}</urn:opportunityName>`
        : "",
      o.doNotCreateOpportunity !== undefined
        ? `<urn:doNotCreateOpportunity>${o.doNotCreateOpportunity}</urn:doNotCreateOpportunity>`
        : "",
      o.ownerId !== undefined
        ? `<urn:ownerId>${xmlEscape(o.ownerId)}</urn:ownerId>`
        : "",
      o.overwriteLeadSource !== undefined
        ? `<urn:overwriteLeadSource>${o.overwriteLeadSource}</urn:overwriteLeadSource>`
        : "",
      o.sendNotificationEmail !== undefined
        ? `<urn:sendNotificationEmail>${o.sendNotificationEmail}</urn:sendNotificationEmail>`
        : "",
    ].join("")
  
    const envelope = `<?xml version="1.0" encoding="UTF-8"?>
  <soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/" xmlns:urn="urn:partner.soap.sforce.com">
    <soapenv:Header><urn:SessionHeader><urn:sessionId>${auth.token}</urn:sessionId></urn:SessionHeader></soapenv:Header>
    <soapenv:Body><urn:convertLead><urn:leadConverts>
      <urn:leadId>${xmlEscape(lead_id)}</urn:leadId>
      <urn:convertedStatus>${xmlEscape(converted_status)}</urn:convertedStatus>
      ${optional}
    </urn:leadConverts></urn:convertLead></soapenv:Body>
  </soapenv:Envelope>`
  
    const response = await fetch(
      `${auth.instance_url}/services/Soap/u/${soapVersion}`,
      {
        method: "POST",
        headers: { "Content-Type": "text/xml; charset=UTF-8", SOAPAction: '""' },
        body: envelope,
      }
    )
    const text = await response.text()
    if (!response.ok) {
      throw new Error(`${response.status} ${text}`)
    }
  
    const pick = (tag: string) =>
      text.match(new RegExp(`<(?:\\w+:)?${tag}>(.*?)</(?:\\w+:)?${tag}>`))?.[1]
    if (pick("success") !== "true") {
      const message =
        text.match(/<faultstring>(.*?)<\/faultstring>/)?.[1] ??
        text.match(
          /<(?:\w+:)?errors>[\s\S]*?<(?:\w+:)?message>(.*?)<\/(?:\w+:)?message>/
        )?.[1] ??
        text
      throw new Error(`convertLead failed: ${message}`)
    }
  
    return {
      success: true,
      leadId: pick("leadId"),
      accountId: pick("accountId"),
      contactId: pick("contactId"),
      opportunityId: pick("opportunityId"),
    }
  }
  

  Submitted by hugo989 9 days ago