feat: Salesforce choose how to save attendees & other options

apps/web/public/static/locales/en/common.json

@@ -2637,6 +2637,12 @@
  "month_to_date": "month to date",
  "year_to_date": "year to date",
  "custom_range": "custom range",
+ "salesforce_create_record_as": "On booking, add events on and new attendees as:",
+ "salesforce_lead": "Lead",
+ "salesforce_contact_under_account": "Contact under an account", 
+ "salesforce_skip_entry_creation": "Skip creating {{entry}} record if they do not exist in Salesforce",
+ "salesforce_if_account_does_not_exist": "If the contact does not exist under an account, create new lead from attendee",
+ "salesforce_create_new_contact_under_account": "Create a new contact under an account based on email domain of attendee and existing contacts", 
  "mass_assign_attributes": "Mass assign attributes",
  "ADD_NEW_STRINGS_ABOVE_THIS_LINE_TO_PREVENT_MERGE_CONFLICTS": "↑↑↑↑↑↑↑↑↑↑↑↑↑ Add your new strings above here ↑↑↑↑↑↑↑↑↑↑↑↑↑↑↑↑↑↑↑↑"
 }

packages/app-store/_utils/getCrm.ts

@@ -6,10 +6,10 @@ import appStore from "..";
 
 type Class<I, Args extends any[] = any[]> = new (...args: Args) => I;
 
-type CrmClass = Class<CRM, [CredentialPayload]>;
+type CrmClass = Class<CRM, [CredentialPayload, any]>;
 
 const log = logger.getSubLogger({ prefix: ["CrmManager"] });
-export const getCrm = async (credential: CredentialPayload) => {
+export const getCrm = async (credential: CredentialPayload, appOptions: any) => {
  if (!credential || !credential.key) return null;
  const { type: crmType } = credential;
 
@@ -26,7 +26,7 @@ export const getCrm = async (credential: CredentialPayload) => {
 
  if (crmApp && "lib" in crmApp && "CrmService" in crmApp.lib) {
  const CrmService = crmApp.lib.CrmService as CrmClass;
- return new CrmService(credential);
+ return new CrmService(credential, appOptions);
  }
 };
 

packages/app-store/closecom/lib/CrmService.ts

@@ -177,4 +177,8 @@ export default class CloseComCRMService implements CRM {
 
  return contacts;
  }
+
+ getAppOptions() {
+ console.log("No options implemented");
+ }
 }

packages/app-store/hubspot/lib/CrmService.ts

@@ -269,4 +269,8 @@ export default class HubspotCalendarService implements CRM {
  };
  });
  }
+
+ getAppOptions() {
+ console.log("No options implemented");
+ }
 }

packages/app-store/pipedrive-crm/lib/CrmService.ts

@@ -230,4 +230,8 @@ export default class PipedriveCrmService implements CRM {
  async listCalendars(_event?: CalendarEvent): Promise<IntegrationCalendar[]> {
  return Promise.resolve([]);
  }
+
+ getAppOptions() {
+ console.log("No options implemented");
+ }
 }

packages/app-store/salesforce/components/EventTypeAppCardInterface.tsx

@@ -1,4 +1,5 @@
 import { usePathname } from "next/navigation";
+import { useState } from "react";
 
 import { useAppContextWithSchema } from "@calcom/app-store/EventTypeAppContext";
 import AppCard from "@calcom/app-store/_components/AppCard";
@@ -7,8 +8,9 @@ import type { EventTypeAppCardComponent } from "@calcom/app-store/types";
 import { WEBAPP_URL } from "@calcom/lib/constants";
 import { useLocale } from "@calcom/lib/hooks/useLocale";
 import { SchedulingType } from "@calcom/prisma/enums";
-import { Switch, Alert } from "@calcom/ui";
+import { Switch, Alert, Select } from "@calcom/ui";
 
+import { SalesforceRecordEnum } from "../lib/recordEnum";
 import type { appDataSchema } from "../zod";
 
 const EventTypeAppCard: EventTypeAppCardComponent = function EventTypeAppCard({ app, eventType }) {
@@ -18,8 +20,20 @@ const EventTypeAppCard: EventTypeAppCardComponent = function EventTypeAppCard({
  const { enabled, updateEnabled } = useIsAppEnabled(app);
  const isRoundRobinLeadSkipEnabled = getAppData("roundRobinLeadSkip");
  const isSkipContactCreationEnabled = getAppData("skipContactCreation");
+ const createLeadIfAccountNull = getAppData("createLeadIfAccountNull");
+ const createNewContactUnderAccount = getAppData("createNewContactUnderAccount");
+ const createEventOn = getAppData("createEventOn") ?? SalesforceRecordEnum.CONTACT;
  const { t } = useLocale();
 
+ const recordOptions = [
+ { label: t("contact"), value: SalesforceRecordEnum.CONTACT },
+ { label: t("salesforce_lead"), value: SalesforceRecordEnum.LEAD },
+ { label: t("salesforce_contact_under_account"), value: SalesforceRecordEnum.ACCOUNT },
+ ];
+ const [createEventOnSelectedOption, setCreateEventOnSelectedOption] = useState(
+ recordOptions.find((option) => option.value === createEventOn) ?? recordOptions[0]
+ );
+
  return (
  <AppCard
  returnTo={`${WEBAPP_URL}${pathname}?tabName=apps`}
@@ -31,34 +45,77 @@ const EventTypeAppCard: EventTypeAppCardComponent = function EventTypeAppCard({
  switchChecked={enabled}
  hideSettingsIcon>
  <>
- <div>
- <Switch
- label={t("skip_contact_creation", { appName: "Salesforce" })}
- labelOnLeading
- checked={isSkipContactCreationEnabled}
- onCheckedChange={(checked) => {
- setAppData("skipContactCreation", checked);
- }}
- />
- </div>
- </>
- {eventType.schedulingType === SchedulingType.ROUND_ROBIN ? (
- <div className="mt-4">
- <Switch
- label={t("skip_rr_assignment_label")}
- labelOnLeading
- checked={isRoundRobinLeadSkipEnabled}
- onCheckedChange={(checked) => {
- setAppData("roundRobinLeadSkip", checked);
- if (checked) {
- // temporary solution, enabled should always be already set
- setAppData("enabled", checked);
+ <div className="mb-4 ml-2">
+ <label className="text-emphasis mb-2 align-text-top text-sm font-medium">
+ {t("salesforce_create_record_as")}
+ </label>
+ <Select
+ className="mt-2 w-60"
+ options={recordOptions}
+ value={createEventOnSelectedOption}
+ onChange={(e) => {
+ if (e) {
+ setCreateEventOnSelectedOption(e);
+ setAppData("createEventOn", e.value);
  }
  }}
  />
- <Alert className="mt-2" severity="neutral" title={t("skip_rr_description")} />
  </div>
- ) : null}
+ {createEventOnSelectedOption.value === SalesforceRecordEnum.CONTACT ? (
+ <div>
+ <Switch
+ label={t("skip_contact_creation", { appName: "Salesforce" })}
+ labelOnLeading
+ checked={isSkipContactCreationEnabled}
+ onCheckedChange={(checked) => {
+ setAppData("skipContactCreation", checked);
+ }}
+ />
+ </div>
+ ) : null}
+ {createEventOnSelectedOption.value === SalesforceRecordEnum.ACCOUNT ? (
+ <>
+ <div className="mb-4">
+ <Switch
+ label={t("salesforce_create_new_contact_under_account")}
+ labelOnLeading
+ checked={createNewContactUnderAccount}
+ onCheckedChange={(checked) => {
+ setAppData("createNewContactUnderAccount", checked);
+ }}
+ />
+ </div>
+ <div>
+ <Switch
+ label={t("salesforce_if_account_does_not_exist")}
+ labelOnLeading
+ checked={createLeadIfAccountNull}
+ onCheckedChange={(checked) => {
+ setAppData("createLeadIfAccountNull", checked);
+ }}
+ />
+ </div>
+ </>
+ ) : null}
+
+ {eventType.schedulingType === SchedulingType.ROUND_ROBIN ? (
+ <div className="mt-4">
+ <Switch
+ label={t("skip_rr_assignment_label")}
+ labelOnLeading
+ checked={isRoundRobinLeadSkipEnabled}
+ onCheckedChange={(checked) => {
+ setAppData("roundRobinLeadSkip", checked);
+ if (checked) {
+ // temporary solution, enabled should always be already set
+ setAppData("enabled", checked);
+ }
+ }}
+ />
+ <Alert className="mt-2" severity="neutral" title={t("skip_rr_description")} />
+ </div>
+ ) : null}
+ </>
  </AppCard>
  );
 };