rd-salesforce 0.0.1
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- checksums.yaml +7 -0
- data/.gitignore +22 -0
- data/.rspec +2 -0
- data/Gemfile +9 -0
- data/LICENSE +22 -0
- data/LICENSE.txt +22 -0
- data/README.md +85 -0
- data/Rakefile +2 -0
- data/lib/rd/salesforce.rb +9 -0
- data/lib/rd/salesforce/client.rb +38 -0
- data/lib/rd/salesforce/person.rb +70 -0
- data/lib/rd/salesforce/version.rb +5 -0
- data/rd-salesforce.gemspec +26 -0
- data/spec/rd-salesforce_client_spec.rb +26 -0
- data/spec/rd-salesforce_person_spec.rb +77 -0
- data/spec/spec_helper.rb +10 -0
- data/spec/spec_shared_behaviour.rb +21 -0
- metadata +134 -0
checksums.yaml
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---
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SHA1:
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metadata.gz: 8e0ccff61ad3e03e3168e82a7dfd37b3da8aaa05
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data.tar.gz: 90f8a24f2c83e46cee04d52151f7dc8ec93de562
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SHA512:
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metadata.gz: 674d28b8ca99aaf8cf95a95b54127c487c8bdff474da1d6b5f566b1feda92c005a2167d81acc4907f3a8cf8ae586fe3eeaffbaff6b8edd66b0393ff009411b78
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data.tar.gz: 5999c4b43f99c270f148a2a3ae3eab7dbdb1bc0226648d243f24e8e3d49a893c915590b87fc4bdfa7e0287f68764ffc5a334a4549c50b1f8d5ff21b5d73bd6a6
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data/.gitignore
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*.gem
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*.rbc
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.bundle
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.config
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.yardoc
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Gemfile.lock
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InstalledFiles
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_yardoc
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coverage
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doc/
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lib/bundler/man
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pkg
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rdoc
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spec/reports
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test/tmp
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test/version_tmp
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tmp
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*.bundle
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*.so
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*.o
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*.a
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mkmf.log
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data/.rspec
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data/Gemfile
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data/LICENSE
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The MIT License (MIT)
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Copyright (c) 2015 Jônatas Davi Paganini
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Permission is hereby granted, free of charge, to any person obtaining a copy
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of this software and associated documentation files (the "Software"), to deal
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in the Software without restriction, including without limitation the rights
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to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
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copies of the Software, and to permit persons to whom the Software is
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furnished to do so, subject to the following conditions:
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The above copyright notice and this permission notice shall be included in all
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copies or substantial portions of the Software.
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THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
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IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
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FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
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AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
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LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
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OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
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SOFTWARE.
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data/LICENSE.txt
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Copyright (c) 2015 Jônatas Paganini
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MIT License
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Permission is hereby granted, free of charge, to any person obtaining
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a copy of this software and associated documentation files (the
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"Software"), to deal in the Software without restriction, including
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without limitation the rights to use, copy, modify, merge, publish,
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distribute, sublicense, and/or sell copies of the Software, and to
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permit persons to whom the Software is furnished to do so, subject to
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the following conditions:
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The above copyright notice and this permission notice shall be
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included in all copies or substantial portions of the Software.
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THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND,
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EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF
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MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND
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NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE
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LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION
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OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION
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WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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data/README.md
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# Rd::Salesforce
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Integrates with salesforce allowing to add people as leads.
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## Installation
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Add this line to your application's Gemfile:
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```ruby
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gem 'rd-salesforce', git: "https://github.com/jonatas/rd-salesforce.git"
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```
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And then execute:
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$ bundle
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Or install it yourself as:
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$ gem install rd-salesforce https://github.com/jonatas/rd-salesforce.git
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## Usage
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These library consists basically in:
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* [client.rb](/lib/rd/salesforce/client.rb) - wraps the [RestForce api](https://github.com/ejholmes/restforce) and authentication info.
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* [person.rb](/lib/rd/salesforce/person.rb) - stores and validates the person/lead info
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### Setup a client
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You can use the same [RestForce params to authentication](https://github.com/ejholmes/restforce#oauth-token-authentication) to the client:
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```ruby
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@client = Rd::Salesforce::Client.new instance_url: "https://xx.salesforce.com",
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oauth_token: "xxxxx...."
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```
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### Instance a person
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```ruby
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@person = Rd::Salesforce::Person.new
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@person.first_name = "Jônatas"
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@person.last_name = "Paganini"
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@person.email = "jonatasdp@gmail.com"
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```
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You can see all the attributes at [person.rb](/lib/rd/salesforce/person.rb).
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### Upload person to salesforce with the client
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```ruby
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@person.upload_to_salesforce! @client
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```
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## Setting up a different translation to salesforce fields
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You can manage/override the fields connection that will be sent to salesforce via managing the translate hash.
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```ruby
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Rd::Salesforce::Person.translate = {
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:first_name => "First Name",
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:last_name => "Last Name",
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:email => "Email",
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:company => "Company",
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:website => "Website",
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:job_title => "Title",
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:phone => "Phone"
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}
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```
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Or simple avoid send one attribute.
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```ruby
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Rd::Salesforce::Person.translate.delete :job_title
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```
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## Contributing
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1. Fork it ( https://github.com/jonatas/rd-salesforce/fork )
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2. Create your feature branch (`git checkout -b my-new-feature`)
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3. Commit your changes (`git commit -am 'Add some feature'`)
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4. Push to the branch (`git push origin my-new-feature`)
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5. Create a new Pull Request
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data/Rakefile
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require 'restforce'
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module Rd
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module Salesforce
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class Client
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VALID_PARAMS = %i(oauth_token host instance_url)
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def initialize params
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raise ArgumentError.new("Invalid Params: #{params.inspect} not in #{VALID_PARAMS.inspect}") if not valid_params? params
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@api = Restforce.new(params)
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end
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def save_lead(person)
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if not person.valid?
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raise ArgumentError.new("can't upload an invalid record to sales force. person is invalid: #{person.inspect}\n #{person.errors.inspect}")
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end
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if person.salesforce_id
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@api.update!("Lead", person.salesforce_id, person.translate_attributes)
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else
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person.salesforce_id = @api.create!("Lead", person.translate_attributes)
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end
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end
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def valid?
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not @api.nil?
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end
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private
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def valid_params? params
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return false if not params or not params.is_a? Hash
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params.each do |key,value|
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return false if not VALID_PARAMS.include?(key)
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end
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true
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end
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end
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end
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end
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require 'active_model'
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require 'active_support/core_ext'
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require 'validate_url'
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module Rd
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module Salesforce
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##
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# Basic structure to handle a contact.
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# It stores and validates basic person info and +upload_to_salesforce!+
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#
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class Person
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include ActiveModel::Model
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include ActiveModel::Validations
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cattr_accessor :translate
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self.translate = {
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:first_name => "FirstName",
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:last_name => "LastName",
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:email => "Email",
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:company => "Company",
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:website => "Website",
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:job_title => "Title",
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:phone => "Phone"
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}
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attr_accessor :first_name, :last_name, :email, :company, :job_title, :phone, :website
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attr_accessor :salesforce_id
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validates :first_name, :last_name, :email, presence: true
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validates :email, format: { with: /\A([^@\s]+)@((?:[-a-z0-9]+\.)+[a-z]{2,})\z/i }
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validates :first_name, :phone, length: {maximum: 40}
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validates :last_name, :job_title, :email, length: {maximum: 80}
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validates :company, length: {maximum: 50}
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validates :website, url: {allow_nil: true}, length: {maximum: 255}
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##
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# Uploads current person to salesforce.
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#
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# Raises ArgumentError if the +client+ is nil or client is invalid
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# Raises StandardError if the current instance is invalid
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def upload_to_salesforce!(client)
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raise ArgumentError.new("client is nil") if not client
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raise ArgumentError.new("client is invalid: #{client.inspect}") if not client.valid?
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raise ArgumentError.new("client does not respond to :save_lead method. client: #{client.inspect}") if not client.respond_to? :save_lead
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client.save_lead self
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end
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##
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# Translates person fields to salesforce Lead attributes.
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# see more about Lead object at: https://www.salesforce.com/developer/docs/api/Content/sforce_api_objects_lead.htm
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def translate_attributes
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info = {}
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translate.each do |attribute_name, label|
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info[label] = send(attribute_name)
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end
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info
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end
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end
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end
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end
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# coding: utf-8
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lib = File.expand_path('../lib', __FILE__)
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$LOAD_PATH.unshift(lib) unless $LOAD_PATH.include?(lib)
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require 'rd/salesforce/version'
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Gem::Specification.new do |spec|
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spec.name = "rd-salesforce"
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spec.version = Rd::Salesforce::VERSION
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spec.authors = ["Jônatas Paganini"]
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spec.email = ["jonatasdp@gmail.com"]
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spec.summary = %q{Integrates Person with salesforce as a Lead.}
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spec.description = %q{}
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spec.homepage = ""
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spec.license = "MIT"
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spec.files = `git ls-files -z`.split("\x0")
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spec.executables = spec.files.grep(%r{^bin/}) { |f| File.basename(f) }
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spec.test_files = spec.files.grep(%r{^(test|spec|features)/})
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spec.require_paths = ["lib"]
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spec.add_dependency 'restforce'
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spec.add_dependency 'activemodel'
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spec.add_dependency 'validate_url'
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spec.add_development_dependency "bundler", "~> 1.6"
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spec.add_development_dependency "rake"
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end
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require_relative "./spec_shared_behaviour"
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describe Rd::Salesforce::Client do
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include_context "shared behaviour"
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describe "configuration" do
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it "allow multiple accounts" do
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expect(auth_client).to be_a(Rd::Salesforce::Client)
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second_auth_client = Rd::Salesforce::Client.new with_oauth.merge(host: "serious.host.com")
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expect(second_auth_client).to be_a(Rd::Salesforce::Client)
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end
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it "validates input params" do
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expect(
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lambda {
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invalid_keys = { with: "ERRORS", and: "NON SENSE keys and values" }
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Rd::Salesforce::Client.new invalid_keys
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}
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).to raise_error(ArgumentError)
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end
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it "can save a lead" do
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expect(auth_client).to be_respond_to :save_lead
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end
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end
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end
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require_relative "spec_shared_behaviour"
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describe Rd::Salesforce::Person do
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include_context "shared behaviour"
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let(:person){ Rd::Salesforce::Person.new valid_person_attributes }
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let(:auth_client) { Rd::Salesforce::Client.new with_oauth }
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describe "integrates with salesforce" do
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it "new person" do
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expect(person).to be_valid
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end
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it "only valid records" do
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invalid_person = Rd::Salesforce::Person.new {}
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expect(invalid_person).to_not be_valid
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end
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it "uploads returns true if the person is valid" do
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expect(auth_client).to receive(:save_lead).with(person)
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expect(person.upload_to_salesforce! auth_client)
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end
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it "do not uploads an invalid person" do
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expect(
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lambda do
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expect(person).to receive(:valid?).and_return(false)
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person.upload_to_salesforce! auth_client
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end
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).to raise_error(ArgumentError)
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end
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it "do not uploads with invalid client" do
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expect(
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lambda do
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person.upload_to_salesforce! nil
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end
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).to raise_error ArgumentError
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end
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end
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|
+
it "has basic attributes" do
|
38
|
+
valid_person_attributes.each do |attr, expected_value|
|
39
|
+
expect(person.send(attr)).to eql(expected_value)
|
40
|
+
end
|
41
|
+
end
|
42
|
+
describe "know translate attributes" do
|
43
|
+
let (:translated_attributes) { person.translate_attributes }
|
44
|
+
it "converts job_title to Title" do
|
45
|
+
expect(translated_attributes).to have_key("Title")
|
46
|
+
end
|
47
|
+
it "uses camelized keys for all others fields" do
|
48
|
+
expected_keys = Rd::Salesforce::Person.translate.values
|
49
|
+
expected_keys.each do |expected_key|
|
50
|
+
expect(translated_attributes).to have_key expected_key
|
51
|
+
end
|
52
|
+
end
|
53
|
+
end
|
54
|
+
describe "validations" do
|
55
|
+
it "validate maximum size of each field" do
|
56
|
+
invalid_attributes = {}
|
57
|
+
valid_person_attributes.each do |name, value|
|
58
|
+
invalid_attributes[name] = value * 50 if value
|
59
|
+
end
|
60
|
+
invalid_person = Rd::Salesforce::Person.new invalid_attributes
|
61
|
+
expect(invalid_person).to_not be_valid
|
62
|
+
valid_person_attributes.each do |name, value|
|
63
|
+
expect(invalid_person.errors).to have_key name if value
|
64
|
+
end
|
65
|
+
end
|
66
|
+
end
|
67
|
+
describe "translations" do
|
68
|
+
it "can be overrided" do
|
69
|
+
Rd::Salesforce::Person.translate = {:email => "FirstName"}
|
70
|
+
attributes = person.translate_attributes
|
71
|
+
expect(attributes).to eql("FirstName" => "jonatasdp@gmail.com")
|
72
|
+
end
|
73
|
+
end
|
74
|
+
it "uploading the object to " do
|
75
|
+
expect(person).to respond_to(:upload_to_salesforce!)
|
76
|
+
end
|
77
|
+
end
|
data/spec/spec_helper.rb
ADDED
@@ -0,0 +1,10 @@
|
|
1
|
+
require_relative '../lib/rd/salesforce'
|
2
|
+
require 'rspec/autorun'
|
3
|
+
RSpec.configure do |config|
|
4
|
+
config.expect_with :rspec do |expectations|
|
5
|
+
expectations.include_chain_clauses_in_custom_matcher_descriptions = true
|
6
|
+
end
|
7
|
+
config.mock_with :rspec do |mocks|
|
8
|
+
mocks.verify_partial_doubles = true
|
9
|
+
end
|
10
|
+
end
|
@@ -0,0 +1,21 @@
|
|
1
|
+
RSpec.shared_context "shared behaviour", :a => :b do
|
2
|
+
|
3
|
+
let(:valid_person_attributes) do
|
4
|
+
{ first_name: "Jônatas",
|
5
|
+
last_name: "Paganini",
|
6
|
+
email: "jonatasdp@gmail.com",
|
7
|
+
company: nil,
|
8
|
+
job_title: "Developer",
|
9
|
+
phone: "+55 4699117879",
|
10
|
+
website: "http://ideia.me" }
|
11
|
+
end
|
12
|
+
|
13
|
+
let(:with_oauth) do
|
14
|
+
{ host: 'test.salesforce.com',
|
15
|
+
oauth_token: '123MyAwesomeToken321',
|
16
|
+
instance_url: 'http://test.salesforce.com' }
|
17
|
+
end
|
18
|
+
|
19
|
+
let(:auth_client) { Rd::Salesforce::Client.new with_oauth }
|
20
|
+
|
21
|
+
end
|
metadata
ADDED
@@ -0,0 +1,134 @@
|
|
1
|
+
--- !ruby/object:Gem::Specification
|
2
|
+
name: rd-salesforce
|
3
|
+
version: !ruby/object:Gem::Version
|
4
|
+
version: 0.0.1
|
5
|
+
platform: ruby
|
6
|
+
authors:
|
7
|
+
- Jônatas Paganini
|
8
|
+
autorequire:
|
9
|
+
bindir: bin
|
10
|
+
cert_chain: []
|
11
|
+
date: 2015-01-16 00:00:00.000000000 Z
|
12
|
+
dependencies:
|
13
|
+
- !ruby/object:Gem::Dependency
|
14
|
+
name: restforce
|
15
|
+
requirement: !ruby/object:Gem::Requirement
|
16
|
+
requirements:
|
17
|
+
- - ">="
|
18
|
+
- !ruby/object:Gem::Version
|
19
|
+
version: '0'
|
20
|
+
type: :runtime
|
21
|
+
prerelease: false
|
22
|
+
version_requirements: !ruby/object:Gem::Requirement
|
23
|
+
requirements:
|
24
|
+
- - ">="
|
25
|
+
- !ruby/object:Gem::Version
|
26
|
+
version: '0'
|
27
|
+
- !ruby/object:Gem::Dependency
|
28
|
+
name: activemodel
|
29
|
+
requirement: !ruby/object:Gem::Requirement
|
30
|
+
requirements:
|
31
|
+
- - ">="
|
32
|
+
- !ruby/object:Gem::Version
|
33
|
+
version: '0'
|
34
|
+
type: :runtime
|
35
|
+
prerelease: false
|
36
|
+
version_requirements: !ruby/object:Gem::Requirement
|
37
|
+
requirements:
|
38
|
+
- - ">="
|
39
|
+
- !ruby/object:Gem::Version
|
40
|
+
version: '0'
|
41
|
+
- !ruby/object:Gem::Dependency
|
42
|
+
name: validate_url
|
43
|
+
requirement: !ruby/object:Gem::Requirement
|
44
|
+
requirements:
|
45
|
+
- - ">="
|
46
|
+
- !ruby/object:Gem::Version
|
47
|
+
version: '0'
|
48
|
+
type: :runtime
|
49
|
+
prerelease: false
|
50
|
+
version_requirements: !ruby/object:Gem::Requirement
|
51
|
+
requirements:
|
52
|
+
- - ">="
|
53
|
+
- !ruby/object:Gem::Version
|
54
|
+
version: '0'
|
55
|
+
- !ruby/object:Gem::Dependency
|
56
|
+
name: bundler
|
57
|
+
requirement: !ruby/object:Gem::Requirement
|
58
|
+
requirements:
|
59
|
+
- - "~>"
|
60
|
+
- !ruby/object:Gem::Version
|
61
|
+
version: '1.6'
|
62
|
+
type: :development
|
63
|
+
prerelease: false
|
64
|
+
version_requirements: !ruby/object:Gem::Requirement
|
65
|
+
requirements:
|
66
|
+
- - "~>"
|
67
|
+
- !ruby/object:Gem::Version
|
68
|
+
version: '1.6'
|
69
|
+
- !ruby/object:Gem::Dependency
|
70
|
+
name: rake
|
71
|
+
requirement: !ruby/object:Gem::Requirement
|
72
|
+
requirements:
|
73
|
+
- - ">="
|
74
|
+
- !ruby/object:Gem::Version
|
75
|
+
version: '0'
|
76
|
+
type: :development
|
77
|
+
prerelease: false
|
78
|
+
version_requirements: !ruby/object:Gem::Requirement
|
79
|
+
requirements:
|
80
|
+
- - ">="
|
81
|
+
- !ruby/object:Gem::Version
|
82
|
+
version: '0'
|
83
|
+
description: ''
|
84
|
+
email:
|
85
|
+
- jonatasdp@gmail.com
|
86
|
+
executables: []
|
87
|
+
extensions: []
|
88
|
+
extra_rdoc_files: []
|
89
|
+
files:
|
90
|
+
- ".gitignore"
|
91
|
+
- ".rspec"
|
92
|
+
- Gemfile
|
93
|
+
- LICENSE
|
94
|
+
- LICENSE.txt
|
95
|
+
- README.md
|
96
|
+
- Rakefile
|
97
|
+
- lib/rd/salesforce.rb
|
98
|
+
- lib/rd/salesforce/client.rb
|
99
|
+
- lib/rd/salesforce/person.rb
|
100
|
+
- lib/rd/salesforce/version.rb
|
101
|
+
- rd-salesforce.gemspec
|
102
|
+
- spec/rd-salesforce_client_spec.rb
|
103
|
+
- spec/rd-salesforce_person_spec.rb
|
104
|
+
- spec/spec_helper.rb
|
105
|
+
- spec/spec_shared_behaviour.rb
|
106
|
+
homepage: ''
|
107
|
+
licenses:
|
108
|
+
- MIT
|
109
|
+
metadata: {}
|
110
|
+
post_install_message:
|
111
|
+
rdoc_options: []
|
112
|
+
require_paths:
|
113
|
+
- lib
|
114
|
+
required_ruby_version: !ruby/object:Gem::Requirement
|
115
|
+
requirements:
|
116
|
+
- - ">="
|
117
|
+
- !ruby/object:Gem::Version
|
118
|
+
version: '0'
|
119
|
+
required_rubygems_version: !ruby/object:Gem::Requirement
|
120
|
+
requirements:
|
121
|
+
- - ">="
|
122
|
+
- !ruby/object:Gem::Version
|
123
|
+
version: '0'
|
124
|
+
requirements: []
|
125
|
+
rubyforge_project:
|
126
|
+
rubygems_version: 2.4.3
|
127
|
+
signing_key:
|
128
|
+
specification_version: 4
|
129
|
+
summary: Integrates Person with salesforce as a Lead.
|
130
|
+
test_files:
|
131
|
+
- spec/rd-salesforce_client_spec.rb
|
132
|
+
- spec/rd-salesforce_person_spec.rb
|
133
|
+
- spec/spec_helper.rb
|
134
|
+
- spec/spec_shared_behaviour.rb
|