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Push provider contact roles to salesforce on changes to those roles.#1534

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pb2207-salesforce-contacts-1
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Push provider contact roles to salesforce on changes to those roles.#1534
svogt0511 wants to merge 16 commits into
masterfrom
pb2207-salesforce-contacts-1

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@svogt0511 svogt0511 commented May 22, 2026

Purpose

Make sure any changes to provider contact roles are pushed to Salesforce.

closes: datacite/datacite#2207

Approach

Providers have contacts which can be given roles in the provider organization: billing contact, voting contact, technical contact, etc. When those roles are changed (either via the API or Fabrica), the contact is not always updated in salesforce to reflect those role changes.

This change makes sure that role changes are reflected in the contacts table (not just the provider/allocator table), and as a result of those changes, a sync message is sent to salesforce to update the contacts there, as well.

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Types of changes

  • Bug fix (non-breaking change which fixes an issue)

  • New feature (non-breaking change which adds functionality)

  • Breaking change (fix or feature that would cause existing functionality to change)

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  • Be humble in the language and feedback you give, ask don't tell.
  • Consider using positive language as opposed to neutral when offering feedback. This is to avoid the negative bias that can occur with neutral language appearing negative.
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@svogt0511 svogt0511 changed the title Mods to force provider contacts to send export message which will pus… Push provider contact roles to salesforce on changes to those roles. May 22, 2026
@svogt0511 svogt0511 self-assigned this May 22, 2026
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Contact role updates/deletions not always syncing correctly to Salesforce

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