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Website: update CRM record creation in custom hook (#22923)

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Closes: #22881

Changes:
- updated the website's custom hook to only create Fleet website page
view records if the requested URL will not redirect the user and to not
log warnings caused by duplicate records.
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Eric 2024-10-14 21:13:13 -05:00 committed by GitHub
parent 808d6a0007
commit 697cfc59f7
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1 changed files with 45 additions and 37 deletions
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82
website/api/hooks/custom/index.js vendored
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@ -287,44 +287,52 @@ will be disabled and/or hidden in the UI.
res.locals.me = sanitizedUser;
// Track a website page view in the CRM for logged-in users:
sails.helpers.flow.build(async ()=>{
if(sails.config.environment !== 'production') {
sails.log.verbose('Skipping Salesforce integration...');
return;
// start tracking a website page view in the CRM for logged-in users:
res.once('finish', function onceFinish() {
// Only track a page view if the requested URL is not a redirect.
if(res.statusCode === 200){
sails.helpers.flow.build(async ()=>{
if(sails.config.environment !== 'production') {
sails.log.verbose('Skipping Salesforce integration...');
return;
}
let recordIds = await sails.helpers.salesforce.updateOrCreateContactAndAccount.with({
emailAddress: sanitizedUser.emailAddress,
firstName: sanitizedUser.firstName,
lastName: sanitizedUser.lastName,
organization: sanitizedUser.organization,
});
let jsforce = require('jsforce');
// login to Salesforce
let salesforceConnection = new jsforce.Connection({
loginUrl : 'https://fleetdm.my.salesforce.com'
});
await salesforceConnection.login(sails.config.custom.salesforceIntegrationUsername, sails.config.custom.salesforceIntegrationPasskey);
let today = new Date();
let nowOn = today.toISOString().replace('Z', '+0000');
// Create the new Fleet website page view record.
return await sails.helpers.flow.build(async ()=>{
return await salesforceConnection.sobject('fleet_website_page_views__c')
.create({
Contact__c: recordIds.salesforceContactId,// eslint-disable-line camelcase
Page_URL__c: `https://fleetdm.com${req.url}`,// eslint-disable-line camelcase
Visited_on__c: nowOn,// eslint-disable-line camelcase
});
}).intercept((err)=>{
return new Error(`Could not create new Fleet website page view record. Error: ${err}`);
});
})
.exec((err)=>{
if(err && typeof err.errorCode !== 'undefined' && err.errorCode === 'DUPLICATES_DETECTED') {
// Swallow errors related to duplicate records.
sails.log.verbose(`Background task failed: When a logged-in user (email: ${sanitizedUser.emailAddress} visited a page, a Contact/Account/website activity record could not be created/updated in the CRM.`, err);
} else if(err){
sails.log.warn(`Background task failed: When a logged-in user (email: ${sanitizedUser.emailAddress} visited a page, a Contact/Account/website activity record could not be created/updated in the CRM.`, err);
}
return;
});//_∏_
}
let recordIds = await sails.helpers.salesforce.updateOrCreateContactAndAccount.with({
emailAddress: sanitizedUser.emailAddress,
firstName: sanitizedUser.firstName,
lastName: sanitizedUser.lastName,
organization: sanitizedUser.organization,
});
let jsforce = require('jsforce');
// login to Salesforce
let salesforceConnection = new jsforce.Connection({
loginUrl : 'https://fleetdm.my.salesforce.com'
});
await salesforceConnection.login(sails.config.custom.salesforceIntegrationUsername, sails.config.custom.salesforceIntegrationPasskey);
let today = new Date();
let nowOn = today.toISOString().replace('Z', '+0000');
// Create the new Fleet website page view record.
return await sails.helpers.flow.build(async ()=>{
return await salesforceConnection.sobject('fleet_website_page_views__c')
.create({
Contact__c: recordIds.salesforceContactId,// eslint-disable-line camelcase
Page_URL__c: `https://fleetdm.com${req.url}`,// eslint-disable-line camelcase
Visited_on__c: nowOn,// eslint-disable-line camelcase
});
}).intercept((err)=>{
return new Error(`Could not create new Fleet website page view record. Error: ${err}`);
});
})
.exec((err)=>{
if(err){
sails.log.warn(`Background task failed: When a logged-in user (email: ${sanitizedUser.emailAddress} visited a page, a Contact/Account/website activity record could not be created/updated in the CRM.`, err);
}
return;
});//_∏_
});
// Include information on the locals as to whether billing features
// are enabled for this app, and whether email verification is required.