fleet/website/api/helpers/salesforce
Eric d55b60d320
Website: update CRM helper (#44081)
Closes: https://github.com/fleetdm/fleet/issues/44066

Changes:
- updated the `update-or-create-contact-and-account` helper to:
- Save potential duplicate contacts with placeholder name values (`?
?`).
- Use the firstName and lastName values returned by the get-enriched
helper if a name is not provided.
   - Update contacts with placeholder name values if a name is provided.
 - Removed a domain from the lists of banned email domains.

<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->

## Summary by CodeRabbit

* **New Features**
* Enhanced Salesforce contact creation with automatic name derivation
from enrichment data.
* Improved duplicate detection allowing new contacts to be created with
flexible matching rules.
* Automatic replacement of placeholder names with verified data during
contact updates.

* **Chores**
  * Updated email domain blocklists configuration.

<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2026-04-23 15:26:02 -05:00
..
create-campaign-member.js Website: add GitOps workshop landing page. (#38812) 2026-01-27 22:18:46 +09:00
create-historical-event.js Website: Add webinar article template page. (#43627) 2026-04-16 09:14:28 -05:00
create-lead.js Website: update salesforce leads created by website (#19498) 2024-06-05 17:00:27 -05:00
create-task.js Website: sails.helpers.iq.getEnriched() and use code instead of nocode (#18538) 2024-04-26 01:50:31 -05:00
update-or-create-contact-and-account-and-create-lead.js Website: Update accepted contactSource values in CRM helpers. (#41808) 2026-03-20 10:06:31 -05:00
update-or-create-contact-and-account.js Website: update CRM helper (#44081) 2026-04-23 15:26:02 -05:00