Website: create historical events for "Send a message" submissions (#35320)

Related to: https://github.com/fleetdm/fleet/issues/32358

Changes:
- Updated the `deliver-contact-form-message` action to create a
historical event in our CRM when users submit the "Send a message" form.
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Eric 2025-11-06 17:49:00 -06:00 committed by GitHub
parent c7830fea16
commit 0f0f7ee041
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@ -109,16 +109,25 @@ Fleet Premium subscription details:
},
});
sails.helpers.salesforce.updateOrCreateContactAndAccount.with({
emailAddress: emailAddress,
firstName: firstName,
lastName: lastName,
contactSource: 'Website - Contact forms',
description: `Sent a contact form message: ${message}`,
sails.helpers.flow.build(async ()=>{
let recordIds = await sails.helpers.salesforce.updateOrCreateContactAndAccount.with({
emailAddress: emailAddress,
firstName: firstName,
lastName: lastName,
contactSource: 'Website - Contact forms',
description: `Sent a contact form message: ${message}`,
});
// Create the new Fleet website page view record.
await sails.helpers.salesforce.createHistoricalEvent.with({
salesforceAccountId: recordIds.salesforceAccountId,
salesforceContactId: recordIds.salesforceContactId,
eventType: 'Intent signal',
intentSignal: 'Submitted the "Send a message" form',
eventContent: message,
});
}).exec((err)=>{// Use .exec() to run the salesforce helpers in the background.
if(err) {
sails.log.warn(`Background task failed: When a user submitted a contact form message, a lead/contact could not be updated in the CRM for this email address: ${emailAddress}.`, err);
sails.log.warn(`Background task failed: When a user submitted a contact form message, a contact/account/historical event could not be created/updated in the CRM for this email address: ${emailAddress}.`, err);
}
return;
});