Skip to content

sfe: Create Salesforce Case at override request form submission time #8438

New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

Sign up for GitHub

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

Jump to bottom
Merged
beautifulentropy merged 10 commits into from
Oct 31, 2025
Merged

sfe: Create Salesforce Case at override request form submission time #8438

beautifulentropy merged 10 commits into from
Oct 31, 2025

Conversation

@beautifulentropy
Copy link
Member

@beautifulentropy beautifulentropy commented Oct 9, 2025 •
edited
Loading

Rate limit override requests submitted through the SFE’s Rate Limit Override Request Portal allow requesters to indicate interest in financially supporting our mission. Implement support for forwarding of these requests to Salesforce Cases so the Advancement Team can reach out.

  • Extend the Salesforce Pardot API client into a general Salesforce REST API client with Pardot API support.
  • Add support for the following standard and custom (__c) Case fields:
    • Origin
    • Subject
    • Description
    • ContactEmail
    • Organization__c
    • Account_ID__c
    • Rate_Limit_Name__c
    • Rate_Limit_Tier__c
    • Use_Case__c
  • Add support for the Salesforce Cases endpoint
  • Update the pardot-test-srv fake to include a Cases endpoint
  • Implement a SendCase gRPC method in the email-exporter
  • In the SFE dispatch a Case to Salesforce when the requester indicates that they're interested in Financial Support
  • Perform an end-to-end integration test checking that override requests reach the pardot-test-srv fake.

Fixes #8361
Fixes #8362

@beautifulentropy beautifulentropy force-pushed the salesforce-rest-api-client branch 2 times, most recently from 0a6b0b6 to fd4c529 Compare October 9, 2025 16:31
@beautifulentropy beautifulentropy marked this pull request as ready for review October 9, 2025 16:31
@beautifulentropy beautifulentropy requested a review from a team as a code owner October 9, 2025 16:31
@beautifulentropy beautifulentropy force-pushed the salesforce-rest-api-client branch 3 times, most recently from 9cef59b to ee99d02 Compare October 15, 2025 16:55
@beautifulentropy beautifulentropy force-pushed the salesforce-rest-api-client branch 2 times, most recently from 43cc00e to d551663 Compare October 15, 2025 19:58
@beautifulentropy beautifulentropy force-pushed the salesforce-rest-api-client branch from 432625d to 91ed74d Compare October 15, 2025 20:43
@beautifulentropy beautifulentropy changed the title salesforce: Add support for the Cases API sfe: Export Salesforce Cases at override request form submission time Oct 15, 2025
@beautifulentropy beautifulentropy force-pushed the salesforce-rest-api-client branch from ad9bd62 to 8145ea0 Compare October 15, 2025 23:19
@beautifulentropy beautifulentropy changed the title sfe: Export Salesforce Cases at override request form submission time sfe: Export Salesforce Case at override request form submission time Oct 15, 2025
@beautifulentropy beautifulentropy changed the title sfe: Export Salesforce Case at override request form submission time sfe: Create Salesforce Case at override request form submission time Oct 15, 2025
jprenken
jprenken previously approved these changes Oct 16, 2025
View reviewed changes
@jprenken jprenken requested review from a team and aarongable and removed request for a team October 16, 2025 20:50
@github-actions
Copy link
Contributor

github-actions bot commented Oct 16, 2025

@beautifulentropy, this PR appears to contain configuration and/or SQL schema changes. Please ensure that a corresponding deployment ticket has been filed with the new values.

aarongable
aarongable reviewed Oct 23, 2025
View reviewed changes
jprenken
jprenken previously approved these changes Oct 24, 2025
View reviewed changes
aarongable
aarongable previously approved these changes Oct 28, 2025
View reviewed changes
@beautifulentropy beautifulentropy dismissed stale reviews from aarongable and jprenken via 907ef2a October 31, 2025 20:33
@beautifulentropy beautifulentropy force-pushed the salesforce-rest-api-client branch from 907ef2a to c056257 Compare October 31, 2025 21:35
@beautifulentropy
Copy link
Member Author

beautifulentropy commented Oct 31, 2025

Apologies with the force-push, I messed up the in-browser conflict fix and had to re-attempt.

@beautifulentropy beautifulentropy merged commit abafa0a into main Oct 31, 2025
15 checks passed
@beautifulentropy beautifulentropy deleted the salesforce-rest-api-client branch October 31, 2025 23:20
@beautifulentropy beautifulentropy mentioned this pull request Dec 18, 2025
Open
9 tasks
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Reviewers

@aarongable aarongable aarongable approved these changes

@jprenken jprenken jprenken approved these changes

Assignees

No one assigned

Labels

None yet

Projects

None yet

Milestone

No milestone

Development

Successfully merging this pull request may close these issues.

sfe: Export leads at override request form submission time salesforce: Add support for the Cases API

4 participants

@beautifulentropy @aarongable @jprenken