fleet/website/api/helpers/salesforce/create-historical-event.js
kilo-code-bot[bot] 05f2daad4b
Add 'Registered for a conference' intent signal (#41919)
## Summary

- Adds `'Registered for a conference'` to the `intentSignal` `isIn`
array in three files:
- `website/api/helpers/salesforce/create-historical-event.js` — between
`'Signed up for Fleet event'` and `'Engaged with Fleetie at event'`
- `website/api/controllers/webhooks/receive-from-clay.js` — between
`'Signed up for Fleet event'` and `'Engaged with Fleetie at event'`
-
`website/api/helpers/salesforce/update-or-create-contact-and-account.js`
— added to the `isIn` array
- This replaces the incorrect approach in PR #41918, which added the
signal to the handbook markdown table instead of the code where intent
signals are validated.

---

Built for [Sam
Pfluger](https://fleetdm.slack.com/archives/D0AF8QFBVHB/p1773789580384389?thread_ts=1773788922.891409&cid=D0AF8QFBVHB)
by [Kilo for Slack](https://kilo.ai/features/slack-integration)

---------

Co-authored-by: kiloconnect[bot] <240665456+kiloconnect[bot]@users.noreply.github.com>
Co-authored-by: Sam Pfluger <[email protected]>
2026-03-18 08:21:50 -05:00

161 lines
5.3 KiB
JavaScript
Vendored

module.exports = {
friendlyName: 'Create Historical event',
description: 'Create a historical event related to a particular contact and account in Salesforce.',
inputs: {
// Required values on new historical event records.
salesforceAccountId: {
type: 'string',
required: true,
extendedDescription: 'This ID of the account associated with this historical event'
},
salesforceContactId: {
type: 'string',
required: true,
extendedDescription: 'This ID of the contact associated with this historical event'
},
eventType: {
type: 'string',
required: true,
isIn: [
'Intent signal',
'Website page view',
],
},
// For "Website page view" type historical events:
fleetWebsitePageUrl: {
type: 'string',
description: 'The url of the page this user viewed.',
extendedDescription: 'This input is required when the event type is "Website page view".'
},
websiteVisitReason: {
type: 'string',
description: ''
},
// For "Intent signal" type historical events:
intentSignal: {
type: 'string',
isIn: [
'Followed the Fleet LinkedIn company page',
'LinkedIn comment',
'LinkedIn share',
'LinkedIn reaction',
'Fleet channel member in MacAdmins Slack',
'Fleet channel member in osquery Slack',
'Implemented a trial key',
'Signed up for Fleet event',
'Registered for a conference',
'Engaged with Fleetie at event',
'Attended a Fleet happy hour',
'Stared the fleetdm/fleet repo on GitHub',
'Forked the fleetdm/fleet repo on GitHub',
'Contributed to the fleetdm/fleet repo on GitHub',
'Subscribed to the Fleet newsletter',
'Attended a Fleet training course',
'Submitted the "Send a message" form',
'Scheduled a "Talk to us" meeting',
'Scheduled a "Let\'s get you set up" meeting',
'Submitted the "GitOps workshop request" form',
'Signed up for a fleetdm.com account',
'Requested whitepaper download',
]
},
eventContent: {
type: 'string',
},
eventContentUrl: {
type: 'string',
},
linkedinUrl: {
type: 'string',
},
relatedCampaign: {
type: 'string',
}
},
exits: {
success: {
outputType: {
salesforceHistoricalEventId: 'string',
},
},
},
fn: async function ({ salesforceAccountId, salesforceContactId, eventType, linkedinUrl, intentSignal, eventContent, eventContentUrl, fleetWebsitePageUrl, websiteVisitReason, relatedCampaign}) {
// Return undefined if we're not running in a production environment.
if(sails.config.environment !== 'production') {
sails.log.verbose('Skipping Salesforce integration...');
return {
salesforceHistoricalEventId: undefined
};
}
require('assert')(sails.config.custom.salesforceIntegrationPasskey);
require('assert')(sails.config.custom.salesforceIntegrationUsername);
require('assert')(sails.config.custom.RX_PROTOCOL_AND_COMMON_SUBDOMAINS);
// Normalize the provided linkedin url.
if(linkedinUrl){
linkedinUrl = linkedinUrl.replace(sails.config.custom.RX_PROTOCOL_AND_COMMON_SUBDOMAINS, '');
}
// Check for required values depending on the eventType value.
if(eventType === 'Intent signal') {
if(!intentSignal) {
throw new Error(`A intentSignal value is required when creating "Intent signal" type historical events`);
}
} else if(eventType === 'Website page view') {
if(!fleetWebsitePageUrl){
throw new Error(`A fleetWebsitePageUrl value is required when creating "Website page view" type historical events`);
}
}
// Use sails.helpers.flow.build to login to salesforce and create the new histrocial event record.
let newHistoricalRecord = await sails.helpers.flow.build(async ()=>{
// login to Salesforce
let jsforce = require('jsforce');
let salesforceConnection = new jsforce.Connection({
loginUrl : 'https://fleetdm.my.salesforce.com'
});
await salesforceConnection.login(sails.config.custom.salesforceIntegrationUsername, sails.config.custom.salesforceIntegrationPasskey);
return await salesforceConnection.sobject('fleet_website_page_views__c')
.create({
Contact__c: salesforceContactId,// eslint-disable-line camelcase
Account__c: salesforceAccountId,// eslint-disable-line camelcase
Event_type__c: eventType,// eslint-disable-line camelcase
Intent_signal__c: intentSignal,// eslint-disable-line camelcase
Content__c: eventContent,// eslint-disable-line camelcase
Content_url__c: eventContentUrl,// eslint-disable-line camelcase
Interactor_profile_url__c: linkedinUrl,// eslint-disable-line camelcase
Page_URL__c: fleetWebsitePageUrl,// eslint-disable-line camelcase
Website_visit_reason__c: websiteVisitReason,// eslint-disable-line camelcase
Related_campaign__c: relatedCampaign// eslint-disable-line camelcase
});
}).intercept((err)=>{
return new Error(`An error occured when creating a new Historical event record in Salesforce. full error ${require('util').inspect(err, {depth: null})}`);
});
return newHistoricalRecord.id;
}
};