Closes: #18932
Changes:
- Updated `update-or-create-contact-and-account.js` to not round robin
new account records created.
- Updated create-lead to reassign accounts owned by the integrations
admin user when a new lead is created.
- Updated logged warnings in signup, deliver-contact-form-message and
deliver-talk-to-us-form-submission.
- Updated signup.js to not create salesforce leads (only account and
contact records)
- Updated save-questionnaire-progress to create Salesforce leads when we
know the user has a use case for Fleet.
Changes:
- Added a new helper:
`salesforce/update-or-create-contact-and-account-and-create-lead`, a
wrapper for the `update-or-create-contact-and-account` and `create-lead`
helpers that is intended to be run in the background.
- Updated the `signup`, `deliver-contact-form-message`, and
`deliver-talk-to-us-form-submission` actions to use the new helper
Changes:
- Moved the logic for redirecting users to the license dispenser after
they login/sign up into the page scripts for the login and register
pages.
- Updated error messages in the create lead helper
Related to: https://github.com/fleetdm/fleet/issues/18863
Changes:
- Updated the receive-usage-analytics webhook to set a default value for
organization if a Fleet instance reports an empty string as its
organization.
Related to: https://github.com/fleetdm/fleet/issues/18817
Changes:
- Updated a conditional statement in save-questionnaire-progress to
check the correct variable for a user's previous answer to the "Have you
ever used Fleet?" question
Related to: https://github.com/fleetdm/confidential/issues/6357
Changes:
- wrapped the `updateOrCreateContactAndAccount` helper call in
`save-questionnaire-progress` in `setImmediate()` to allow users to
progress through the form without waiting for CRM updates.
Eric, I did not test this (coded live w/ mike T). Relying on your eyes.
Also, remember remember the old legacy data that might need to be
migrated, especially since I added some assertions? (whuh ohhh)
When using this API many times in a row to try and populate real policy
descriptions/resolutions, I discovered a problem: the inferred
resolution (“What we’ll do”) almost never used decisive language, so
you'd get a lot of “probably”, etc., when we really want it to sound
more confident about what will happen during the maintenance window.
(The calendar events say what WILL happen to your device, not what
should probably happen.)
After several attempts to tweak the prompt, I ended up getting the best
results by just removing "probably" from
`whatWillProbablyHappenDuringMaintenance`. I made this change to the
prompt without changing the data that this API returns.
---------
Co-authored-by: Eric <eashaw@sailsjs.com>
Closes: https://github.com/fleetdm/confidential/issues/6268
Changes:
- Updated the questionnaire on the /start page to take users who answer
"I'd like you to host Fleet for me" on the "What did you think?" step to
the host count question.
- Updated the /start page script to handle this new behavior.
- Updated how psychologicalStage is set for users who answer the host
count question in `save-questionnaire-progress`.
- Updated `save-questionnaire-progress` to only call the salesforce
helper if the user's `psychologicalStage` changes.
Changes:
- Added two steps to the /start questionnaire for users who select "I
want to deploy Fleet in my environment" on the "What did you think"
question.
- Updated save-questionnaire-progress to set psychologicalStage based on
selected answers to the new questions
Closes: https://github.com/fleetdm/confidential/issues/6355
Changes:
- Replaced the reqeust to zapier in `signup.js` with
`sails.helpers.salesforce.createLead()`.
- Updated signup.js to only call the salesforce helpers when the website
is running in a production environment.
- Updated the `createLead` to handle errors when retrieving or creating
salesforce records, and to set a provided `numberOfHosts` and
`primaryBuyingSituation` on created lead records.
Closes: #18643
Changes:
- Updated the response from the `updateOrCreateAccountAndContact` helper
when running the website in a development environment.
- Updated the Zapier webhook request in the signup action to send the
contact and account IDs returned from the
`updateOrCreateAccountAndContact` helper.
Related to https://github.com/fleetdm/confidential/issues/6357
Changes:
- Updated `save-questionnaire-progress` to only call
`sails.helpers.salesforce.updateOrCreateContactAndAccount` is called
when a user's `psychologicalStage` changes.
Closes: https://github.com/fleetdm/confidential/issues/6215
Changes:
- Updated how psychological stages are set when a user completes a step
of the get started questionnaire
> Note: I'm creating this as a draft PR until I review these changes to
make sure this is what we want to do.
Changes:
- Updated the default value that is being sent as a
primaryBuyingSituation
- Updated the updateOrCreateContactAndAccount Salesforce helper to do
nothing in development.
+ Use the same "Failed to generate human interpretation using generative
AI." message if you send it something weird like "asdf" (so you don't
get a vague 500 error).
+ Simplify the code a bit
---------
Co-authored-by: Eric <eashaw@sailsjs.com>
Closes: https://github.com/fleetdm/confidential/issues/6255
Changes:
- Updated view-endpoint-ops to sort and exclude quotes based on a user's
`primaryBuyingSituation`.
- Updated the quote by Brendan Shaklovitz in testimonials.yml
- Updated the endpoint ops page to hide/show videos based on a user's
`primaryBuyingSituation`
-
Closes: https://github.com/fleetdm/confidential/issues/6199
Changes:
- Updated view-new-license to redirect non-logged-in users to the
/register page (it was previously doing this, but had a policy applied,
so non-logged-in users were always redirected to the signup page.)
- Updated the /register page to support a new input: `purchaseLicense`.
If this query string is provided, the register page will redirect users
who sign up to the /new-license page.
- Updated the /login page to support a new input: `purchaseLicense`. If
this query string is provided, the login page will redirect users who
log in to the /new-license page.
- Updated policies to bypass the is-logged-in policy for the
/new-license page.
- Updated the "get your license" link in the website nav menu to go to
the /new-license page.
Closes: https://github.com/fleetdm/fleet/issues/18448
Changes:
- Updated `create-vanta-authorization-request` to return an
`invalidResponseFromFleetInstance ` response when a response from a
Fleet instance does not contain the expected values (A `user` object for
a request to the `/me` endpoint and a `license` object for the request
to the `/config` endpoint.)
- Updated the /connect-vanta page to show an error message to users
asking them to verify the URL of their Fleet instance if the API
response is invalid.
Related to: https://github.com/fleetdm/confidential/issues/6155
Changes:
- Added a new attribute to the `User` model: `psychologicalStage`
- Updated `save-questionnaire-progress` to update a user's
`psychologicalStage` based on their current answers/progress on the
/start questionnaire
- Updated the personalization on the /contact page to use the
`psychologicalStage` from the user model
- Updated the value of a unselectable form option on the /start page
Closes: https://github.com/fleetdm/confidential/issues/6158
Changes:
- Added two new config variables to website/config/custom:
- `bannedEmailDomainsForCSRSigning` An array of email domains that are
not allowed for CSR signing requests
- `bannedEmailDomainsForWebsiteSubmissions` an array of email domains
that are not allowed for website signups and contact form submissions.
- Updated the `deliver-apple-csr`, `deliver-talk-to-us-form-submission`,
`deliver-contact-form-message`, and `signup` actions to use the new
config variables.
Related to: #18099
Changes:
- Updated the contact page to show a different message depending on
answers a user provided in the /start questionnaire.
- For users who have Fleet deployed already: "Schedule a personalized
demo for your team and get support or training."
- For users who have tried Fleet and are ready to deploy: "Let us help
you deploy and evaluate Fleet quickly for yourself. We’d love to save
you some time."
-
Changes:
- Updated the `save-questionnaire-progress` to send a request to Zapier
when a user completes the "What are you using Fleet for" step of the
/start questionnaire.
Closes: #18047
Changes:
- Added three steps to the /start questionnaire
- Updated the contact page to prefill information for logged-in users by
default
- Updated the layout of the f/leetctl-preview page for users navigating
to it from the /start page.
- Updated the quote for vulnerability management on the /start and
/contact pages to have a logo (There will be a separate PR, to add it to
testimonials.yml)
---------
Co-authored-by: Mike Thomas <78363703+mike-j-thomas@users.noreply.github.com>
Closes: #17958
Changes:
- Updated the primary and secondary CTAs site-wide
- Updated the /start page to have a multi-stage form that users can fill
out to personalize their onboarding experience
- Updated the signup action to not set a `primaryBuyingSituation` on new
user records (This will now be set when users progress through the
/start form)
- Added two new attributes to the `User` model:
`currentGetStartedQuestionnarieStep` and
`getStartedQuestionnarieAnswers` that save user's progress in the /start
form.
Before this PR can be merged we will need to:
- [x] Update the Zapier webhook that runs when new users sign up to no
longer expect a `primaryBuyingSituation` value
- [ ] Update the User table in the website's database
- [ ] Migrate the existing user records
