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Website request: set account on page view CRM records #23958

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eashaw opened this issue Nov 19, 2024 · 2 comments
Closed
2 tasks done

Website request: set account on page view CRM records #23958

eashaw opened this issue Nov 19, 2024 · 2 comments
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#g-digital-experience https://fleetdm.com/handbook/digital-experience ~website Issues related to fleetdm.com

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@eashaw
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eashaw commented Nov 19, 2024 •
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Issue/Goal:

Add an Account value to Fleet website page view records

How:

  • Create the Account field on the Fleet website page view records in Salesforce
  • Update the website's custom hook to set the account ID returned from the update-or-create-contact-and-account helper on new Fleet website page view records.
@eashaw eashaw added #g-digital-experience https://fleetdm.com/handbook/digital-experience ~website Issues related to fleetdm.com labels Nov 19, 2024
@eashaw eashaw self-assigned this Nov 19, 2024
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eashaw commented Nov 19, 2024

Closed by: #23956

@eashaw eashaw closed this as completed Nov 19, 2024
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In glass city's mist,
Account field is born, assists.
Fleet view now persists.

@eashaw eashaw mentioned this issue Nov 19, 2024
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#g-digital-experience https://fleetdm.com/handbook/digital-experience ~website Issues related to fleetdm.com
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