private void UpdateProspectDataOnLead(Entity leadRecord, ProspectData prospectData)
{
if (prospectData.ProspectGroupId.HasValue && !prospectData.ProspectGroupId.Equals(Guid.Empty))
{
leadRecord["fdx_prospectgroup"] = new EntityReference("fdx_prospectgroup", prospectData.ProspectGroupId.Value);
}
if (prospectData.PriceListId.HasValue && !prospectData.PriceListId.Equals(Guid.Empty))
{
leadRecord["fdx_pricelist"] = new EntityReference("pricelevel", prospectData.PriceListId.Value);
}
if (prospectData.Priority.HasValue)
{
leadRecord["fdx_prospectpriority"] = prospectData.Priority;
}
if (prospectData.Score.HasValue)
{
leadRecord["fdx_prospectscore"] = prospectData.Score;
}
if (prospectData.Percentile.HasValue)
{
leadRecord["fdx_prospectpercentile"] = prospectData.Percentile;
}
if (!string.IsNullOrEmpty(prospectData.RateSource))
{
leadRecord["fdx_ratesource"] = prospectData.RateSource;
}
if (prospectData.PPRRate.HasValue)
{
leadRecord["fdx_pprrate"] = new Money(prospectData.PPRRate.Value);
}
if (prospectData.SubRate.HasValue)
{
leadRecord["fdx_subrate"] = new Money(prospectData.SubRate.Value);
}
if (prospectData.Radius.HasValue)
{
leadRecord["fdx_prospectradius"] = prospectData.Radius;
}
if (prospectData.LastUpdated.HasValue)
{
leadRecord["fdx_prospectdatalastupdated"] = prospectData.LastUpdated.Value;
}
else
{
leadRecord["fdx_prospectdatalastupdated"] = DateTime.UtcNow;
}
if (!string.IsNullOrEmpty(prospectData.ProspectScoreBlankMessage))
{
leadRecord["fdx_prospectscoreblankmessage"] = prospectData.ProspectScoreBlankMessage;
}
}
private ProspectData GetProspectDataFromAccount(Entity account)
{
ProspectData prospectData = new ProspectData();
if (account.Contains("fdx_prospectgroup"))
{
prospectData.ProspectGroupId = ((EntityReference)account["fdx_prospectgroup"]).Id;
}
if (account.Contains("defaultpricelevelid"))
{
EntityReference priceList = (EntityReference)account["defaultpricelevelid"];
prospectData.PriceListId = priceList.Id;
}
if (account.Contains("fdx_prospectpriority"))
{
prospectData.Priority = (decimal)account["fdx_prospectpriority"];
}
if (account.Contains("fdx_prospectscore"))
{
prospectData.Score = (decimal)account["fdx_prospectscore"];
}
if (account.Contains("fdx_prospectpercentile"))
{
prospectData.Percentile = (decimal)account["fdx_prospectpercentile"];
}
if (account.Contains("fdx_ratesource"))
{
prospectData.RateSource = (string)account["fdx_ratesource"];
}
if (account.Contains("fdx_pprrate"))
{
prospectData.PPRRate = ((Money)account["fdx_pprrate"]).Value;
}
if (account.Contains("fdx_subrate"))
{
prospectData.SubRate = ((Money)account["fdx_subrate"]).Value;
}
if (account.Contains("fdx_prospectradius"))
{
prospectData.Radius = (int)account["fdx_prospectradius"];
}
if (account.Contains("fdx_prospectdatalastupdated"))
{
prospectData.LastUpdated = (DateTime)account["fdx_prospectdatalastupdated"];
}
if (account.Contains("fdx_prospectscoreblankmessage"))
{
prospectData.ProspectScoreBlankMessage = (string)account["fdx_prospectscoreblankmessage"];
}
return(prospectData);
}
private ProspectData GetProspectDataFromContext(ParameterCollection contextSharedVariable)
{
ProspectData prospectData = new ProspectData();
if (contextSharedVariable.ContainsKey("fdx_prospectgroup"))
{
prospectData.ProspectGroupId = (Guid)contextSharedVariable["fdx_prospectgroup"];
}
if (contextSharedVariable.ContainsKey("fdx_pricelist"))
{
prospectData.PriceListId = (Guid)contextSharedVariable["fdx_pricelist"];
}
if (contextSharedVariable.ContainsKey("fdx_prospectpriority"))
{
prospectData.Priority = (decimal)contextSharedVariable["fdx_prospectpriority"];
}
if (contextSharedVariable.ContainsKey("fdx_prospectscore"))
{
prospectData.Score = (decimal)contextSharedVariable["fdx_prospectscore"];
}
if (contextSharedVariable.ContainsKey("fdx_prospectpercentile"))
{
prospectData.Percentile = (decimal)contextSharedVariable["fdx_prospectpercentile"];
}
if (contextSharedVariable.ContainsKey("fdx_ratesource"))
{
prospectData.RateSource = (string)contextSharedVariable["fdx_ratesource"];
}
if (contextSharedVariable.ContainsKey("fdx_pprrate"))
{
prospectData.PPRRate = (decimal)contextSharedVariable["fdx_pprrate"];
}
if (contextSharedVariable.ContainsKey("fdx_subrate"))
{
prospectData.SubRate = (decimal)contextSharedVariable["fdx_subrate"];
}
if (contextSharedVariable.ContainsKey("fdx_prospectradius"))
{
prospectData.Radius = (int)contextSharedVariable["fdx_prospectradius"];
}
if (contextSharedVariable.ContainsKey("fdx_prospectdatalastupdated"))
{
prospectData.LastUpdated = (DateTime)contextSharedVariable["fdx_prospectdatalastupdated"];
}
if (contextSharedVariable.ContainsKey("fdx_prospectscoreblankmessage"))
{
prospectData.ProspectScoreBlankMessage = (string)contextSharedVariable["fdx_prospectscoreblankmessage"];
}
return(prospectData);
}
private string GetProspectDataString(ProspectData prospectData)
{
string traceString = "ProspectGroupName=" + prospectData.ProspectGroupName + Environment.NewLine;
traceString += "PriceListName=" + prospectData.PriceListName + Environment.NewLine;
traceString += "Priority=" + Convert.ToString(prospectData.Priority) + Environment.NewLine;
traceString += "Score=" + Convert.ToString(prospectData.Score) + Environment.NewLine;
traceString += "Percentile=" + Convert.ToString(prospectData.Percentile) + Environment.NewLine;
traceString += "RateSource=" + prospectData.RateSource + Environment.NewLine;
traceString += "PPRRate=" + Convert.ToString(prospectData.PPRRate) + Environment.NewLine;
traceString += "SubRate=" + Convert.ToString(prospectData.SubRate) + Environment.NewLine;
traceString += "Radius=" + Convert.ToString(prospectData.Radius) + Environment.NewLine;
traceString += "ProspectScoreBlankMessage=" + Convert.ToString(prospectData.ProspectScoreBlankMessage) + Environment.NewLine;
return(traceString);
}
private ProspectData GetProspectDataFromStub()
{
ProspectData prospectData = new ProspectData();
prospectData.ProspectGroupId = new Guid("9B3945FC-2728-E811-811D-3863BB34CB20");
prospectData.PriceListId = new Guid("8A826A97-0B26-E811-811C-3863BB35EF70");
prospectData.Priority = Convert.ToDecimal(1);
prospectData.Score = Convert.ToDecimal(2);
prospectData.Percentile = Convert.ToDecimal(3);
prospectData.RateSource = "Stub";
prospectData.PPRRate = Convert.ToDecimal(1);
prospectData.SubRate = Convert.ToDecimal(2);
prospectData.Radius = 2;
return(prospectData);
}
private ProspectData GetProspectDataFromWebService(Lead lead)
{
ProspectData prospectData = new ProspectData();
prospectData.ProspectGroupName = lead.prospectGroup;
prospectData.PriceListName = lead.priceListName;
prospectData.Priority = lead.prospectPriority;
prospectData.Score = lead.prspectScore;
prospectData.Percentile = lead.prospectPercentile;
prospectData.RateSource = lead.rateSource;
prospectData.PPRRate = lead.pprRate;
prospectData.SubRate = lead.subRate;
prospectData.Radius = lead.prospectRadius;
prospectData.ProspectScoreBlankMessage = lead.prospectScoreBlankMessage;
return(prospectData);
}
public void Execute(IServiceProvider serviceProvider)
{
IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
ITracingService tracingService = (ITracingService)serviceProvider.GetService(typeof(ITracingService));
tracingService.Trace("Inside the UpdateProspectData");
if (context.ParentContext != null && context.ParentContext.SharedVariables.ContainsKey("ProspectData"))
{
IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
Guid leadId = (Guid)context.OutputParameters["id"];
tracingService.Trace("Lead Id" + leadId.ToString());
Entity leadRecord = new Entity("lead", leadId);
ProspectData prospectData = GetProspectDataFromContext(context.ParentContext.SharedVariables);
tracingService.Trace("ProspectscoreBlankMessage :" + prospectData.ProspectScoreBlankMessage);
UpdateProspectDataOnLead(leadRecord, prospectData);
IOrganizationService impersonatedService = serviceFactory.CreateOrganizationService(null);
impersonatedService.Update(leadRecord);
}
}
private void CopyLeadProspectDataToSharedVariable(ParameterCollection contextSharedVariable, ProspectData prospectData)
{
contextSharedVariable.Add("ProspectData", true);
if (prospectData.ProspectGroupId.HasValue && !prospectData.ProspectGroupId.Equals(Guid.Empty))
{
contextSharedVariable.Add("fdx_prospectgroup", prospectData.ProspectGroupId.Value);
}
if (prospectData.PriceListId.HasValue && !prospectData.PriceListId.Equals(Guid.Empty))
{
contextSharedVariable.Add("fdx_pricelist", prospectData.PriceListId.Value);
}
if (prospectData.Priority.HasValue)
{
contextSharedVariable.Add("fdx_prospectpriority", prospectData.Priority);
}
if (prospectData.Score.HasValue)
{
contextSharedVariable.Add("fdx_prospectscore", prospectData.Score);
}
if (prospectData.Percentile.HasValue)
{
contextSharedVariable.Add("fdx_prospectpercentile", prospectData.Percentile);
}
if (!string.IsNullOrEmpty(prospectData.RateSource))
{
contextSharedVariable.Add("fdx_ratesource", prospectData.RateSource);
}
if (prospectData.PPRRate.HasValue)
{
contextSharedVariable.Add("fdx_pprrate", prospectData.PPRRate);
}
if (prospectData.SubRate.HasValue)
{
contextSharedVariable.Add("fdx_subrate", prospectData.SubRate);
}
if (prospectData.Radius.HasValue)
{
contextSharedVariable.Add("fdx_prospectradius", prospectData.Radius);
}
if (prospectData.LastUpdated.HasValue)
{
contextSharedVariable.Add("fdx_prospectdatalastupdated", prospectData.LastUpdated.Value);
}
if (!string.IsNullOrEmpty(prospectData.ProspectScoreBlankMessage))
{
contextSharedVariable.Add("fdx_prospectscoreblankmessage", prospectData.ProspectScoreBlankMessage);
}
}
public void Execute(IServiceProvider serviceProvider)
{
int step = 0;
string url = "";
string apiParm = "";
//Extract the tracing service for use in debugging sandboxed plug-ins....
step = 87;
tracingService =
(ITracingService)serviceProvider.GetService(typeof(ITracingService));
//Obtain execution contest from the service provider....
step = 88;
IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)
{
step = 89;
leadEntity = (Entity)context.InputParameters["Target"];
if (leadEntity.LogicalName != "lead")
{
return;
}
try
{
step = 90;
IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
service = serviceFactory.CreateOrganizationService(context.UserId);
//Format phone numbers to remove special characters....
step = 91;
this.formatPhoneNumbers();
//Initialize lead variables....
step = 92;
variables = new LeadAssignment_Variables(leadEntity, service);
leadEntity["fdx_createdontime"] = variables.tzTime.Hour;
//Set api parameters....
step = 93;
apiParm = this.setApiParmFromLeadEntity();
//Set Connected lead, existing contact, existinng account and Lead owner based on criteria....
if (!variables.isGroupPractice)
{
EntityCollection entityCollection = new EntityCollection();
if ((entityCollection = CRMQueryExpression.GetLeadEntityCollection(variables, service, 1)).Entities.Count > 0)
{
tracingService.Trace("First name, last name and office phone on new lead matches First name, last name and office phone on existing lead");
step = 1;
this.setConnectedLead(entityCollection.Entities[0]);
step = 2;
this.setExistingContact(entityCollection.Entities[0], "lead");
step = 3;
this.setExistingAccount(entityCollection.Entities[0], "lead");
step = 4;
this.setLeadOwner(entityCollection.Entities[0]);
}
else if ((entityCollection = CRMQueryExpression.GetLeadEntityCollection(variables, service, 2)).Entities.Count > 0)
{
tracingService.Trace("First name, last name and office phone on new lead matches First name, last name and office phone on existing contact");
step = 5;
this.setExistingContact(entityCollection.Entities[0], "contact");
step = 6;
this.setExistingAccount(entityCollection.Entities[0], "contact");
step = 7;
this.setLeadOwner(entityCollection.Entities[0]);
}
else if ((entityCollection = CRMQueryExpression.GetLeadEntityCollection(variables, service, 3)).Entities.Count > 0)
{
tracingService.Trace("Office Phone on new lead matches office phone on existing lead");
step = 8;
this.setConnectedLead(entityCollection.Entities[0]);
step = 9;
this.setExistingAccount(entityCollection.Entities[0], "lead");
step = 10;
this.setLeadOwner(entityCollection.Entities[0]);
}
else if ((entityCollection = CRMQueryExpression.GetLeadEntityCollection(variables, service, 4)).Entities.Count > 0)
{
tracingService.Trace("Email on new lead matches email on existing lead");
step = 11;
this.setConnectedLead(entityCollection.Entities[0]);
step = 12;
this.setExistingAccount(entityCollection.Entities[0], "lead");
step = 13;
this.setLeadOwner(entityCollection.Entities[0]);
}
else if ((entityCollection = CRMQueryExpression.GetLeadEntityCollection(variables, service, 5)).Entities.Count > 0)
{
tracingService.Trace("Company name and zipcode on new lead matches company name and zipcode on an account");
step = 14;
Entity matchedLead = new Entity();
matchedLead = this.getAccountMatchedLead(entityCollection.Entities[0]);
step = 15;
if (matchedLead.Id != Guid.Empty)
{
step = 16;
this.setConnectedLead(matchedLead);
}
step = 17;
this.setExistingAccount(entityCollection.Entities[0], "account");
step = 18;
this.setLeadOwner(entityCollection.Entities[0]);
}
else if ((entityCollection = CRMQueryExpression.GetLeadEntityCollection(variables, service, 6)).Entities.Count > 0)
{
tracingService.Trace("Company name and zipcode on new lead matches company name and zipcode on a lead");
step = 19;
this.setConnectedLead(entityCollection.Entities[0]);
step = 20;
this.setExistingAccount(entityCollection.Entities[0], "lead");
step = 21;
this.setLeadOwner(entityCollection.Entities[0]);
}
else if ((entityCollection = CRMQueryExpression.GetLeadEntityCollection(variables, service, 7)).Entities.Count > 0)
{
tracingService.Trace("Email on new lead matches email on account");
Entity matchedLead = new Entity();
step = 22;
matchedLead = this.getAccountMatchedLead(entityCollection.Entities[0]);
step = 23;
if (matchedLead.Id != Guid.Empty)
{
step = 24;
this.setConnectedLead(matchedLead);
}
this.setExistingAccount(entityCollection.Entities[0], "account");
step = 25;
this.setLeadOwner(entityCollection.Entities[0]);
}
else if ((entityCollection = CRMQueryExpression.GetLeadEntityCollection(variables, service, 8)).Entities.Count > 0)
{
tracingService.Trace("Email on new lead matches email on existing contact");
step = 26;
this.setExistingAccount(entityCollection.Entities[0], "contact");
step = 27;
this.setLeadOwner(entityCollection.Entities[0]);
}
else if ((entityCollection = CRMQueryExpression.GetLeadEntityCollection(variables, service, 9)).Entities.Count > 0)
{
tracingService.Trace("Lastname and phone on new lead matches lastname and any phone on contact");
step = 28;
this.setExistingAccount(entityCollection.Entities[0], "contact");
step = 29;
this.setLeadOwner(entityCollection.Entities[0]);
}
else if ((entityCollection = CRMQueryExpression.GetLeadEntityCollection(variables, service, 10)).Entities.Count > 0)
{
tracingService.Trace("Lastname and phone on new lead matches lastname and any phone on lead");
step = 30;
this.setConnectedLead(entityCollection.Entities[0]);
step = 31;
this.setExistingAccount(entityCollection.Entities[0], "lead");
step = 32;
this.setLeadOwner(entityCollection.Entities[0]);
}
else if ((entityCollection = CRMQueryExpression.GetLeadEntityCollection(variables, service, 11)).Entities.Count > 0)
{
tracingService.Trace("Office Phone on new lead matches any phone on a lead");
step = 33;
this.setConnectedLead(entityCollection.Entities[0]);
step = 34;
this.setExistingAccount(entityCollection.Entities[0], "lead");
step = 35;
this.setLeadOwner(entityCollection.Entities[0]);
}
else if ((entityCollection = CRMQueryExpression.GetLeadEntityCollection(variables, service, 12)).Entities.Count > 0)
{
tracingService.Trace("Mobile Phone on new lead matches any phone on a lead");
step = 36;
this.setConnectedLead(entityCollection.Entities[0]);
step = 37;
this.setExistingAccount(entityCollection.Entities[0], "lead");
step = 38;
this.setLeadOwner(entityCollection.Entities[0]);
}
else if ((entityCollection = CRMQueryExpression.GetLeadEntityCollection(variables, service, 13)).Entities.Count > 0)
{
tracingService.Trace("Office Phone on new lead matches any phone on account");
Entity matchedLead = new Entity();
step = 39;
matchedLead = this.getAccountMatchedLead(entityCollection.Entities[0]);
step = 40;
if (matchedLead.Id != Guid.Empty)
{
step = 41;
this.setConnectedLead(matchedLead);
}
step = 42;
this.setExistingAccount(entityCollection.Entities[0], "account");
step = 43;
this.setLeadOwner(entityCollection.Entities[0]);
//Code added as part of S893 by Meghana on Lead create for Incoming Phone call,web creation/import
//wf name - fdx_Lead update Existing Account
step = 44;
//this.updateExistingAccount(matchedLead.Id);
}
else if ((entityCollection = CRMQueryExpression.GetLeadEntityCollection(variables, service, 14)).Entities.Count > 0)
{
tracingService.Trace("Mobile Phone on new lead matches any phone on account");
Entity matchedLead = new Entity();
step = 45;
matchedLead = this.getAccountMatchedLead(entityCollection.Entities[0]);
step = 46;
if (matchedLead.Id != Guid.Empty)
{
step = 47;
this.setConnectedLead(matchedLead);
}
step = 48;
this.setExistingAccount(entityCollection.Entities[0], "account");
step = 49;
this.setLeadOwner(entityCollection.Entities[0]);
}
else if ((entityCollection = CRMQueryExpression.GetLeadEntityCollection(variables, service, 15)).Entities.Count > 0)
{
tracingService.Trace("Office Phone on new lead matches any phone on contact");
step = 50;
this.setExistingAccount(entityCollection.Entities[0], "contact");
step = 51;
this.setLeadOwner(entityCollection.Entities[0]);
}
else if ((entityCollection = CRMQueryExpression.GetLeadEntityCollection(variables, service, 16)).Entities.Count > 0)
{
tracingService.Trace("Mobile Phone on new lead matches any phone on contact");
step = 52;
this.setExistingAccount(entityCollection.Entities[0], "contact");
step = 53;
this.setLeadOwner(entityCollection.Entities[0]);
}
else if (((entityCollection = CRMQueryExpression.GetLeadEntityCollection(variables, service, 17)).Entities.Count > 0) && ((((OptionSetValue)leadEntity["leadsourcecode"]).Value == 1) || (((OptionSetValue)leadEntity["leadsourcecode"]).Value == 4)))
{
tracingService.Trace("Assiagn SAE based on zipcode");
step = 54;
Entity user = entityCollection.Entities[0];
step = 55;
leadEntity["ownerid"] = new EntityReference("systemuser", user.Id);
}
else if (((OptionSetValue)leadEntity["leadsourcecode"]).Value == 1 || ((OptionSetValue)leadEntity["leadsourcecode"]).Value == 4)
{
tracingService.Trace("Set lead Assigned to False and trigger next@bat only for Web Leads (new leads only and not cloned)");
variables.leadAssigned = false;
step = 56;
if (((OptionSetValue)leadEntity["leadsourcecode"]).Value == 1 && !leadEntity.Attributes.Contains("fdx_leadid"))
{
leadEntity["fdx_snb"] = true;
}
}
}
#region Set the address field as per the account if there is an existing account....
if (variables.accountid != Guid.Empty)
{
step = 57;
EntityCollection accountCollection = this.getExisitingAccountDetails(variables.accountid);
if (accountCollection.Entities.Count > 0)
{
Entity account = new Entity();
account = accountCollection.Entities[0];
step = 58;
if (!account.Attributes.Contains("fdx_goldmineaccountnumber"))
{
step = 59;
apiParm = this.setApiParmFromAccountEntity(account);
url = variables.smartCrmSyncWebServiceUrl + "/lead/createlead?" + apiParm;
}
else
{
step = 60;
variables.acc_gmaccountno_exist = true;
leadEntity["fdx_goldmineaccountnumber"] = account.Attributes["fdx_goldmineaccountnumber"].ToString();
leadEntity["fdx_gonogo"] = account.Attributes["fdx_gonogo"];
step = 61;
ProspectData prospectData = this.GetProspectDataFromAccount(account);
step = 62;
CopyLeadProspectDataToSharedVariable(context.SharedVariables, prospectData);
}
}
}
else
{
step = 63;
url = variables.smartCrmSyncWebServiceUrl + "/lead/createlead?" + apiParm;
}
#endregion
#region Call and update from API....
tracingService.Trace(url);
Lead leadObj = new Lead();
if (!variables.acc_gmaccountno_exist)
{
step = 64;
const string token = "8b6asd7-0775-4278-9bcb-c0d48f800112";
var uri = new Uri(url);
step = 65;
var request = WebRequest.Create(uri);
request.Method = WebRequestMethods.Http.Post;
request.ContentType = "application/json";
request.ContentLength = 0;
request.Headers.Add("Authorization", token);
step = 66;
using (var getResponse = request.GetResponse())
{
step = 67;
DataContractJsonSerializer serializer = new DataContractJsonSerializer(typeof(Lead));
step = 68;
leadObj = (Lead)serializer.ReadObject(getResponse.GetResponseStream());
tracingService.Trace("ProspectScoreBlankMessage :" + leadObj.prospectScoreBlankMessage);
if (string.IsNullOrEmpty(leadObj.prospectScoreBlankMessage))
{
leadObj.prospectScoreBlankMessage = "Valid Address";
}
step = 69;
EntityCollection priceLists = this.GetPriceListByName(leadObj.priceListName, service);
step = 70;
EntityCollection prospectGroups = this.GetProspectGroupByName(leadObj.prospectGroup, service);
step = 71;
ProspectData prospectData = this.GetProspectDataFromWebService(leadObj);
prospectData.PriceListName = leadObj.priceListName;
int lengthoferror = leadObj.prospectScoreBlankMessage.Length;
tracingService.Trace("lengthoferror-" + lengthoferror);
//if(lengthoferror >= 1500)
//{
// string trimerror = leadObj.prospectScoreBlankMessage.Substring(0, 1400);
// leadObj.prospectScoreBlankMessage = leadObj.prospectScoreBlankMessage.Substring(0, 1499);
// tracingService.Trace("trimerrormessage :" + trimerror);
//}
step = 72;
if (priceLists.Entities.Count == 1)
{
prospectData.PriceListId = priceLists.Entities[0].Id;
}
step = 73;
if (prospectGroups.Entities.Count == 1)
{
prospectData.ProspectGroupId = prospectGroups.Entities[0].Id;
}
step = 74;
leadEntity["fdx_goldmineaccountnumber"] = leadObj.goldMineId;
if (leadObj.goNoGo)
{
leadEntity["fdx_gonogo"] = new OptionSetValue(756480000);
}
else
{
leadEntity["fdx_gonogo"] = new OptionSetValue(756480001);
}
step = 75;
if (variables.accountid != Guid.Empty)
{
step = 76;
IOrganizationService impersonatedService = serviceFactory.CreateOrganizationService(null);
step = 77;
Entity acc = new Entity("account")
{
Id = variables.accountid
};
acc.Attributes["fdx_goldmineaccountnumber"] = leadObj.goldMineId;
acc.Attributes["fdx_gonogo"] = leadObj.goNoGo ? new OptionSetValue(756480000) : new OptionSetValue(756480001);
step = 78;
this.UpdateProspectDataOnAccount(acc, prospectData);
step = 79;
impersonatedService.Update(acc);
}
step = 80;
CopyLeadProspectDataToSharedVariable(context.SharedVariables, prospectData);
step = 81;
tracingService.Trace(GetProspectDataString(prospectData));
tracingService.Trace("Prospect Data Updated in AssignLead_Create");
}
}
#endregion
#region Condition to assign Lead to Lead Review Team....
if (!variables.leadAssigned && !leadObj.goNoGo && ((((OptionSetValue)leadEntity["leadsourcecode"]).Value == 1) || (((OptionSetValue)leadEntity["leadsourcecode"]).Value == 4)))
{
step = 82;
leadEntity["fdx_snb"] = false;
QueryExpression teamQuery = CRMQueryExpression.getQueryExpression("team", new ColumnSet("name"), new CRMQueryExpression[] { new CRMQueryExpression("name", ConditionOperator.Equal, "Lead Review Team") });
step = 83;
EntityCollection teamCollection = service.RetrieveMultiple(teamQuery);
step = 84;
if (teamCollection.Entities.Count > 0)
{
Entity team = teamCollection.Entities[0];
leadEntity["ownerid"] = new EntityReference("team", team.Id);
}
tracingService.Trace("Condition to assign Lead to Lead Review Team");
}
#endregion
#region Condition if Cloned Lead: override owner of cloned lead = originating lead's owner
if (leadEntity.Attributes.Contains("fdx_leadid"))
{
step = 85;
Entity OriginatingLead = service.Retrieve("lead", ((EntityReference)leadEntity.Attributes["fdx_leadid"]).Id, new ColumnSet("ownerid", "owningteam"));
step = 86;
if (OriginatingLead.Attributes.Contains("owningteam"))
{
leadEntity["ownerid"] = new EntityReference(OriginatingLead["owningteam"] != null ? "team" : "systemuser", ((EntityReference)OriginatingLead.Attributes["ownerid"]).Id);
}
else
{
leadEntity["ownerid"] = new EntityReference("systemuser", ((EntityReference)OriginatingLead.Attributes["ownerid"]).Id);
}
tracingService.Trace("Condition if Cloned Lead: override owner of cloned lead = originating lead's owner");
}
#endregion
}
catch (FaultException <OrganizationServiceFault> ex)
{
throw new InvalidPluginExecutionException(string.Format("An error occurred in the LeadAssignment_Create plug-in at Step {0}.", step), ex);
}
catch (Exception ex)
{
tracingService.Trace("LeadAssignment_Create: step {0}, {1}", step, ex.ToString());
throw;
}
}
}
