From b597dad450b7f00f3fd4f195678114836dcfc097 Mon Sep 17 00:00:00 2001
From: Joe Au-Yeung <65426560+joeauyeung@users.noreply.github.com>
Date: Fri, 28 Mar 2025 07:24:03 -0400
Subject: [PATCH] feat: Salesforce - Fallback to Lead if Contact Isn't Found
 For Routing (#20423)

* Add fallback to lead to schema

* FE option to fallback to lead owner

* Logic to query for contacts and leads for RR skip
---
 apps/web/public/static/locales/en/common.json |  1 +
 .../components/EventTypeAppCardInterface.tsx  | 13 ++++++++
 .../app-store/salesforce/lib/CrmService.ts    | 30 +++++++++++++++++++
 packages/app-store/salesforce/zod.ts          |  1 +
 4 files changed, 45 insertions(+)

diff --git a/apps/web/public/static/locales/en/common.json b/apps/web/public/static/locales/en/common.json
index 5b11fa8b6f..dfb4c49080 100644
--- a/apps/web/public/static/locales/en/common.json
+++ b/apps/web/public/static/locales/en/common.json
@@ -3044,5 +3044,6 @@
   "could_not_find_slug_to_publish_org": "Could not find slug to publish the organization",
   "picklist": "Picklist",
   "name_or_email": "Name or Email",
+  "salesforce_round_robin_skip_fallback_to_lead_owner": "If no contact is found, fallback to lead owner if it exists",
   "ADD_NEW_STRINGS_ABOVE_THIS_LINE_TO_PREVENT_MERGE_CONFLICTS": "↑↑↑↑↑↑↑↑↑↑↑↑↑ Add your new strings above here ↑↑↑↑↑↑↑↑↑↑↑↑↑↑↑↑↑↑↑↑"
 }
diff --git a/packages/app-store/salesforce/components/EventTypeAppCardInterface.tsx b/packages/app-store/salesforce/components/EventTypeAppCardInterface.tsx
index 9f6dbcba8e..66f87819f2 100644
--- a/packages/app-store/salesforce/components/EventTypeAppCardInterface.tsx
+++ b/packages/app-store/salesforce/components/EventTypeAppCardInterface.tsx
@@ -46,6 +46,7 @@ const EventTypeAppCard: EventTypeAppCardComponent = function EventTypeAppCard({
   const onBookingWriteToRecord = getAppData("onBookingWriteToRecord") ?? false;
   const onBookingWriteToRecordFields = getAppData("onBookingWriteToRecordFields") ?? {};
   const ignoreGuests = getAppData("ignoreGuests") ?? false;
+  const roundRobinSkipFallbackToLeadOwner = getAppData("roundRobinSkipFallbackToLeadOwner") ?? false;
 
   const { t } = useLocale();
 
@@ -522,6 +523,18 @@ const EventTypeAppCard: EventTypeAppCardComponent = function EventTypeAppCard({
                     }}
                   />
                 </div>
+                {checkOwnerSelectedOption.value === SalesforceRecordEnum.CONTACT ? (
+                  <div className="my-4">
+                    <Switch
+                      label={t("salesforce_round_robin_skip_fallback_to_lead_owner")}
+                      labelOnLeading
+                      checked={roundRobinSkipFallbackToLeadOwner}
+                      onCheckedChange={(checked) => {
+                        setAppData("roundRobinSkipFallbackToLeadOwner", checked);
+                      }}
+                    />
+                  </div>
+                ) : null}
                 <div className="my-4">
                   <Switch
                     label={t("salesforce_if_free_email_domain_skip_owner_check")}
diff --git a/packages/app-store/salesforce/lib/CrmService.ts b/packages/app-store/salesforce/lib/CrmService.ts
index 237fa8ab86..3bb9732c32 100644
--- a/packages/app-store/salesforce/lib/CrmService.ts
+++ b/packages/app-store/salesforce/lib/CrmService.ts
@@ -413,6 +413,36 @@ export default class SalesforceCRMService implements CRM {
 
       let records: ContactRecord[] = [];
 
+      // This combination is for searching for ownership via contacts
+      if (
+        recordToSearch === SalesforceRecordEnum.CONTACT &&
+        appOptions?.roundRobinSkipFallbackToLeadOwner &&
+        forRoundRobinSkip
+      ) {
+        const searchResult = await conn.search(
+          `FIND {${emailArray[0]}} IN EMAIL FIELDS RETURNING Lead(Id, Email, OwnerId, Owner.Email), Contact(Id, Email, OwnerId, Owner.Email)`
+        );
+
+        if (searchResult.searchRecords.length > 0) {
+          // See if a contact was found first
+          const contactQuery = searchResult.searchRecords.filter(
+            (record) => record.attributes?.type === SalesforceRecordEnum.CONTACT
+          );
+
+          if (contactQuery.length > 0) {
+            records = contactQuery as ContactRecord[];
+          } else {
+            // If not fallback to lead
+            const leadQuery = searchResult.searchRecords.filter(
+              (record) => record.attributes?.type === SalesforceRecordEnum.LEAD
+            );
+            if (leadQuery.length > 0) {
+              records = leadQuery as ContactRecord[];
+            }
+          }
+        }
+      }
+
       // If falling back to contacts, check for the contact before returning the leads or empty array
       if (
         appOptions.createEventOn === SalesforceRecordEnum.LEAD &&
diff --git a/packages/app-store/salesforce/zod.ts b/packages/app-store/salesforce/zod.ts
index db8b96a915..2354728e35 100644
--- a/packages/app-store/salesforce/zod.ts
+++ b/packages/app-store/salesforce/zod.ts
@@ -41,6 +41,7 @@ export const appDataSchema = eventTypeAppCardZod.extend({
     .default(SalesforceRecordEnum.CONTACT)
     .optional(),
   ifFreeEmailDomainSkipOwnerCheck: z.boolean().optional(),
+  roundRobinSkipFallbackToLeadOwner: z.boolean().optional(),
   skipContactCreation: z.boolean().optional(),
   createEventOn: z.nativeEnum(SalesforceRecordEnum).default(SalesforceRecordEnum.CONTACT).optional(),
   createNewContactUnderAccount: z.boolean().optional(),