From 0f0f7ee041f859953b0942a89fd427723579adca Mon Sep 17 00:00:00 2001 From: Eric Date: Thu, 6 Nov 2025 17:49:00 -0600 Subject: [PATCH] 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. --- .../deliver-contact-form-message.js | 25 +++++++++++++------ 1 file changed, 17 insertions(+), 8 deletions(-) diff --git a/website/api/controllers/deliver-contact-form-message.js b/website/api/controllers/deliver-contact-form-message.js index 48f62ce4c4..fbe54cc7e3 100644 --- a/website/api/controllers/deliver-contact-form-message.js +++ b/website/api/controllers/deliver-contact-form-message.js @@ -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; });