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feat(FN-3163): MDM endpoints for automatically creating new DTFS customers in Salesforce #1057
base: create-customer-endpoint-dnb-service
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feat(FN-3163): MDM endpoints for automatically creating new DTFS customers in Salesforce #1057
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// to ignore https issues, enable agent and rejectUnauthorized:false bellow. | ||
httpsAgent: new https.Agent({ | ||
// Allow self signed negotiations | ||
// rejectUnauthorized: false, |
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This needs to be uncommented to work locally (due to a self-signed certificate in certificate chain: error) but on prod it should work fine... I'm not that happy with this state of things so if there's a better way that allows it to work everywhere without tweaking the code that'd be ideal.
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…rt-Finance/mdm-api into create-customer-endpoint
Quality Gate failedFailed conditions |
Introduction ✏️
As part of the CCM project, if a customer does exist in SF, we are automatically creating it rather than relying on the manual process currently undertaken by Business Support Group. DTFS will send requests to a new customer/salesforce endpoint for MDM to create a customer in Salesforce. Technical documentation of this process is here
The corresponding feature-flagged DTFS pull request is here.
Resolution ✔️
This PR adds a "get or create" salesforce customer endpoint that does a few things:
Checks for an existing customer via Informatica. If none exists (or we return a legacy one):
Generates a URN from NUMGEN (if there isn't already one returned from a legacy record by Informatica, in which case we just use that).
Calls the new Dun and Bradstreet service (in a separate PR, here) to get a customer's DUNS number.
POSTs these along with the customer name and Companies House Number to Salesforce.
Returns the customer, including the URN to DTFS for deal submission.
Miscellaneous ➕
A tweak to the NUMGEN regex to allow customer URN creation, and a typo fix.
To be merged after this PR