send_to_salesforce_snippet.rb

# @contact = User contact information
# @project = Entire order, with budget, including multiple pieces

# Company Name if present; otherwise First Name + Last Name
company_name = @contact.company.present? ? @contact.company : "#{@contact.first_name} #{@contact.last_name}"

# 1. Create Account if not exists
account_id = salesforce.query("select Id from Account where Name = '#{j(company_name)}'")&.first&.Id
# 1a. Update if match
if account_id.present?
  salesforce.update!('Account',
    Id: account_id,
    BillingCity: @contact.billing_city,
    BillingPostalCode: @contact.billing_postal_code,
    BillingState: @contact.billing_state,
    BillingStreet: "#{@contact.billing_line1}\r\n#{@contact.billing_line2}",
    ShippingCity: @contact.shipping_city,
    ShippingPostalCode: @contact.shipping_postal_code,
    ShippingState: @contact.shipping_state,
    ShippingStreet: "#{@contact.shipping_line1}\r\n#{@contact.shipping_line2}",
    Shipping_Address_1__c: @contact.shipping_line1,
    Shipping_Address_2__c: @contact.shipping_line2,
    Shipping_City__c: @contact.shipping_city,
    Shipping_State__c: @contact.shipping_state,
    Shipping_Zip_Code__c: @contact.shipping_postal_code,
  )
# 1b. Create if no match
else
  account_id = salesforce.create!('Account',
    BillingCity: @contact.billing_city,
    BillingPostalCode: @contact.billing_postal_code,
    BillingState: @contact.billing_state,
    BillingStreet: "#{@contact.billing_line1}\r\n#{@contact.billing_line2}",
    Name: company_name,
    ShippingCity: @contact.shipping_city,
    ShippingPostalCode: @contact.shipping_postal_code,
    ShippingState: @contact.shipping_state,
    ShippingStreet: "#{@contact.shipping_line1}\r\n#{@contact.shipping_line2}",
    Shipping_Address_1__c: @contact.shipping_line1,
    Shipping_Address_2__c: @contact.shipping_line2,
    Shipping_City__c: @contact.shipping_city,
    Shipping_State__c: @contact.shipping_state,
    Shipping_Zip_Code__c: @contact.shipping_postal_code,
  )
end

# 2. Create Contact if not exists
contact_id = salesforce.query("select Id from Contact where AccountId = '#{account_id}' and FirstName = '#{j(@contact.first_name)}' and LastName = '#{j(@contact.last_name)}' and Email = '#{j(@contact.email)}'")&.first&.Id
# 2a. Update if match
if contact_id.present?
  salesforce.update!('Contact',
    Id: contact_id,
    Email: @contact.email,
    MailingCity: @contact.shipping_city,
    MailingPostalCode: @contact.shipping_postal_code,
    MailingState: @contact.shipping_state,
    MailingStreet: "#{@contact.shipping_line1}\r\n#{@contact.shipping_line2}",
    MobilePhone: @contact.phone,
  )
# 2b. Create if no match
else
  contact_id = salesforce.create!('Contact',
    AccountId: account_id,
    Email: @contact.email,
    FirstName: @contact.first_name,
    LastName: @contact.last_name,
    MailingCity: @contact.shipping_city,
    MailingPostalCode: @contact.shipping_postal_code,
    MailingState: @contact.shipping_state,
    MailingStreet: "#{@contact.shipping_line1}\r\n#{@contact.shipping_line2}",
    MobilePhone: @contact.phone,
  )
end
@contact.save

# 3. Create Opportunity__c
s3_folder = ""
if @artworks.present?
  s3_folder = s3_folder_link(@artworks[0].image.url)
end
# 3a. Always create opportunity
opportunity_id = salesforce.create!('Opportunity__c', 
  'Account__c': account_id,
  'Artwork_URL__c': s3_folder,
  'Client_Provided_opportunity_value__c': @project.budget_with_cents,
  'Contact__c': contact_id,
  'Designer_Contact__c': @project.designer_name,
  'Designer_Email__c': @project.designer_email,
  'Opportunity_Source__c': 'Website',
  'Product_Category__c': product_human(@project.pieces_json[0][:product]),
  'Re_Order__c': @project.is_reorder,
  'Re_Order_of_ID__c': @project.previous_order_number,
  'Status__c': 'New',
  Name: @project.name,
)