[ACTION] Salesforce - Content Note action #14914
Conversation
|
The latest updates on your projects. Learn more about Vercel for Git ↗︎ 3 Skipped Deployments
|
WalkthroughA new module for creating content notes in Salesforce has been added, which defines a content note object and its properties. This module utilizes a destructured object to extract necessary properties and includes a method for creating content notes via the Salesforce API. Additionally, a separate module has been introduced to define the structure of a content note, specifying required and optional properties. Furthermore, a new module for defining content document links has been introduced. The version of the package has also been updated. Changes
Assessment against linked issues
Possibly related PRs
Suggested labels
Suggested reviewers
📜 Recent review detailsConfiguration used: CodeRabbit UI 📒 Files selected for processing (23)
🚧 Files skipped from review as they are similar to previous changes (23)
Thank you for using CodeRabbit. We offer it for free to the OSS community and would appreciate your support in helping us grow. If you find it useful, would you consider giving us a shout-out on your favorite social media? 🪧 TipsChatThere are 3 ways to chat with CodeRabbit:
Note: Be mindful of the bot's finite context window. It's strongly recommended to break down tasks such as reading entire modules into smaller chunks. For a focused discussion, use review comments to chat about specific files and their changes, instead of using the PR comments. CodeRabbit Commands (Invoked using PR comments)
Other keywords and placeholders
CodeRabbit Configuration File (
|
![coderabbitai[bot]](https://avatars.githubusercontent.com/in/347564?s=60&v=4){kind=small}
There was a problem hiding this comment.
Actionable comments posted: 2
🧹 Outside diff range and nitpick comments (2)
components/salesforce_rest_api/common/sobjects/content-note.mjs (2)
5-9: Consider adding HTML sanitization for Content fieldSince the Content field accepts HTML formatting, consider implementing HTML sanitization to prevent XSS attacks. This is especially important if the content is displayed in Salesforce UI.
29-33: Consider adding validation for Title fieldThe Title field might benefit from additional validation:
- Maximum length constraint (Salesforce has limits)
- Required characters validation
Title: { type: "string", label: "Title", description: "Title of the note.", + validate: { + type: "string", + maxLength: 255, + pattern: "^[\\S].*$", + }, },
📜 Review details
Configuration used: CodeRabbit UI
Review profile: CHILL
⛔ Files ignored due to path filters (1)
pnpm-lock.yamlis excluded by!**/pnpm-lock.yaml
📒 Files selected for processing (3)
components/salesforce_rest_api/actions/create-content-note/create-content-note.mjs(1 hunks)components/salesforce_rest_api/common/sobjects/content-note.mjs(1 hunks)components/salesforce_rest_api/package.json(1 hunks)
✅ Files skipped from review due to trivial changes (1)
- components/salesforce_rest_api/package.json
🔇 Additional comments (3)
components/salesforce_rest_api/common/sobjects/content-note.mjs (1)
16-28: LGTM: OwnerId implementation
The OwnerId implementation using propDefinition with User object type and Name field is a clean approach for user lookup.
components/salesforce_rest_api/actions/create-content-note/create-content-note.mjs (2)
15-22: LGTM: Action metadata and documentation
The action metadata is well-defined with clear name, description, and documentation links. The version number correctly indicates initial implementation.
6-13: Consider exposing advanced properties
The useAdvancedProps is currently unused (eslint-disabled). Consider exposing it if there are valid use cases for advanced Salesforce Content Note properties.
components/salesforce_rest_api/actions/create-content-note/create-content-note.mjs
Outdated
Show resolved
Hide resolved
components/salesforce_rest_api/actions/create-content-note/create-content-note.mjs
Outdated
Show resolved
Hide resolved
jcortes
force-pushed
the
salesforce-new-action-content-note
branch
from
27ddd66 to
bfe4fab
Compare
jcortes
force-pushed
the
salesforce-new-action-content-note
branch
from
bfe4fab to
6d67354
Compare
There was a problem hiding this comment.
Actionable comments posted: 0
🧹 Outside diff range and nitpick comments (3)
components/salesforce_rest_api/actions/create-content-note/create-content-note.mjs (3)
15-22: Consider aligning version number with package versionThe action's version is set to "0.0.1" while the package.json update mentioned in the summary shows version 1.4.0. Consider aligning these versions for consistency.
- version: "0.0.1", + version: "1.4.0",
40-46: Simplify error checking with optional chainingThe error response check can be simplified using optional chaining.
- if ( - error.response - && error.response.data.length - && error.response.data[0] - && error.response.data[0].errorCode === "REQUIRED_FIELD_MISSING" - && error.response.data[0].fields?.includes("VersionData") - ) { + if (error.response?.data?.[0]?.errorCode === "REQUIRED_FIELD_MISSING" + && error.response?.data?.[0]?.fields?.includes("VersionData")) {🧰 Tools
🪛 Biome (1.9.4)
[error] 41-42: Change to an optional chain.
Unsafe fix: Change to an optional chain.
(lint/complexity/useOptionalChain)
58-59: Enhance success message with note IDInclude the note ID in the success message for better traceability.
- $.export("$summary", `Successfully created content note "${this.Title}"`); + $.export("$summary", `Successfully created content note "${this.Title}" (ID: ${response.id})`);
📜 Review details
Configuration used: CodeRabbit UI
Review profile: CHILL
Plan: Pro
⛔ Files ignored due to path filters (1)
pnpm-lock.yamlis excluded by!**/pnpm-lock.yaml
📒 Files selected for processing (3)
components/salesforce_rest_api/actions/create-content-note/create-content-note.mjs(1 hunks)components/salesforce_rest_api/common/sobjects/content-note.mjs(1 hunks)components/salesforce_rest_api/package.json(1 hunks)
🚧 Files skipped from review as they are similar to previous changes (2)
- components/salesforce_rest_api/package.json
- components/salesforce_rest_api/common/sobjects/content-note.mjs
🧰 Additional context used
🪛 Biome (1.9.4)
components/salesforce_rest_api/actions/create-content-note/create-content-note.mjs
[error] 41-42: Change to an optional chain.
Unsafe fix: Change to an optional chain.
(lint/complexity/useOptionalChain)
🔇 Additional comments (2)
components/salesforce_rest_api/actions/create-content-note/create-content-note.mjs (2)
1-13: LGTM! Imports and setup are well structured.
The implementation follows the standard pattern for Salesforce actions, with proper imports and documentation links.
23-60: Verify Salesforce API permissions
The implementation looks solid, but ensure that the Salesforce connected account has the necessary permissions to:
- Create ContentNote objects
- Set custom fields if provided through getAdditionalFields
✅ Verification successful
Let's analyze the authentication and permission requirements more broadly since the specific ContentNote permissions might be documented in different ways.
Based on the search results, I can now generate the final response:
Salesforce API permissions verified - System Administrator access required
The Salesforce connected account requires:
- System Administrator profile or a custom Permission Set with API access enabled
- The user must be assigned the Permission Set with API access
- IP restrictions should be relaxed in OAuth Policies for proper API connectivity
The implementation is correct, but ensure these prerequisites are met for the integration to work properly. The ContentNote object is a standard Salesforce object that will be accessible once the basic API permissions are configured.
🏁 Scripts executed
The following scripts were executed for the analysis:
Script:
#!/bin/bash
# Search for permission requirements in documentation or configuration
rg -l 'ContentNote' | xargs rg -l 'permission'
Length of output: 44
Script:
#!/bin/bash
# Let's check the documentation and configuration files for Salesforce API requirements
rg -i "salesforce.*permission|permission.*salesforce" -A 5 -B 5
# Also check for any OAuth scopes or authentication requirements
rg -i "oauth|scope|auth" components/salesforce_rest_api/
Length of output: 6424
Script:
#!/bin/bash
# Check app configuration and documentation for API requirements
fd -e md -e json . | xargs rg -l "salesforce"
Length of output: 130
Script:
#!/bin/bash
# Look for ContentNote usage and related configuration
rg "ContentNote" -A 5 -B 5
Length of output: 2516
🧰 Tools
🪛 Biome (1.9.4)
[error] 41-42: Change to an optional chain.
Unsafe fix: Change to an optional chain.
(lint/complexity/useOptionalChain)
jcortes
force-pushed
the
salesforce-new-action-content-note
branch
4 times, most recently
from
d96958c to
f979791
Compare
There was a problem hiding this comment.
Actionable comments posted: 3
🧹 Nitpick comments (5)
components/salesforce_rest_api/actions/common/base-create-update.mjs (2)
38-44: Consider using explicit boolean check for conditional spreadThe implementation looks good, but consider using an explicit boolean check to prevent potential issues with falsy values.
Here's a minor improvement:
- ...showDocsInfo && { + ...(showDocsInfo === true) && { docsInfo: { type: "alert", alertType: "info", content: `[See the documentation](${docsLink}) for more information on available fields.`, }, },
Line range hint
17-44: Good architectural decision for Content Note implementationThe addition of configurable documentation display is a good architectural decision that:
- Maintains the reusability of the base module
- Provides flexibility for different action implementations
- Supports proper documentation integration for the new Content Note actions
This change aligns well with the PR objectives while keeping the codebase maintainable.
components/salesforce_rest_api/common/sobjects/content-document-link.mjs (1)
3-7: Add pattern validation for LinkedEntityIdConsider adding a pattern validation for the Salesforce ID format to ensure valid IDs are provided.
LinkedEntityId: { type: "string", label: "Linked Entity ID", description: "ID of the linked object. Can include Chatter users, groups, records (any that support Chatter feed tracking including custom objects), and Salesforce CRM Content libraries.", + pattern: "^[a-zA-Z0-9]{15,18}$", + optional: false, },components/salesforce_rest_api/actions/create-content-note/create-content-note.mjs (2)
77-81: Enhance success message with more detailsThe success message could include more useful information.
- $.export("$summary", `Successfully created content note \`${data.Title}\`.`); + $.export("$summary", `Successfully created content note \`${data.Title}\` (ID: ${contentNoteResponse.id}) and linked to ${data.LinkedEntityId}`); return { contentNote: contentNoteResponse, contentDocumentLink: contentDocumentLinkResponse, };
30-30: Update version number formatConsider using semantic versioning (MAJOR.MINOR.PATCH) for better version tracking.
- version: "0.0.1", + version: "1.0.0",
📜 Review details
Configuration used: CodeRabbit UI
Review profile: CHILL
Plan: Pro
⛔ Files ignored due to path filters (1)
pnpm-lock.yamlis excluded by!**/pnpm-lock.yaml
📒 Files selected for processing (23)
components/salesforce_rest_api/actions/common/base-create-update.mjs(2 hunks)components/salesforce_rest_api/actions/create-account/create-account.mjs(1 hunks)components/salesforce_rest_api/actions/create-attachment/create-attachment.mjs(1 hunks)components/salesforce_rest_api/actions/create-campaign/create-campaign.mjs(1 hunks)components/salesforce_rest_api/actions/create-case/create-case.mjs(1 hunks)components/salesforce_rest_api/actions/create-casecomment/create-casecomment.mjs(1 hunks)components/salesforce_rest_api/actions/create-contact/create-contact.mjs(1 hunks)components/salesforce_rest_api/actions/create-content-note/create-content-note.mjs(1 hunks)components/salesforce_rest_api/actions/create-event/create-event.mjs(1 hunks)components/salesforce_rest_api/actions/create-lead/create-lead.mjs(1 hunks)components/salesforce_rest_api/actions/create-note/create-note.mjs(1 hunks)components/salesforce_rest_api/actions/create-opportunity/create-opportunity.mjs(1 hunks)components/salesforce_rest_api/actions/create-record/create-record.mjs(1 hunks)components/salesforce_rest_api/actions/create-task/create-task.mjs(1 hunks)components/salesforce_rest_api/actions/create-user/create-user.mjs(1 hunks)components/salesforce_rest_api/actions/update-account/update-account.mjs(1 hunks)components/salesforce_rest_api/actions/update-contact/update-contact.mjs(1 hunks)components/salesforce_rest_api/actions/update-opportunity/update-opportunity.mjs(1 hunks)components/salesforce_rest_api/actions/update-record/update-record.mjs(1 hunks)components/salesforce_rest_api/actions/upsert-record/upsert-record.mjs(1 hunks)components/salesforce_rest_api/common/sobjects/content-document-link.mjs(1 hunks)components/salesforce_rest_api/common/sobjects/content-note.mjs(1 hunks)components/salesforce_rest_api/package.json(1 hunks)
✅ Files skipped from review due to trivial changes (17)
- components/salesforce_rest_api/actions/create-campaign/create-campaign.mjs
- components/salesforce_rest_api/actions/update-record/update-record.mjs
- components/salesforce_rest_api/actions/create-case/create-case.mjs
- components/salesforce_rest_api/actions/update-opportunity/update-opportunity.mjs
- components/salesforce_rest_api/actions/create-opportunity/create-opportunity.mjs
- components/salesforce_rest_api/actions/update-account/update-account.mjs
- components/salesforce_rest_api/actions/create-casecomment/create-casecomment.mjs
- components/salesforce_rest_api/actions/create-attachment/create-attachment.mjs
- components/salesforce_rest_api/actions/create-lead/create-lead.mjs
- components/salesforce_rest_api/actions/create-record/create-record.mjs
- components/salesforce_rest_api/actions/create-task/create-task.mjs
- components/salesforce_rest_api/actions/create-user/create-user.mjs
- components/salesforce_rest_api/actions/create-account/create-account.mjs
- components/salesforce_rest_api/actions/update-contact/update-contact.mjs
- components/salesforce_rest_api/actions/create-note/create-note.mjs
- components/salesforce_rest_api/actions/upsert-record/upsert-record.mjs
- components/salesforce_rest_api/actions/create-contact/create-contact.mjs
🚧 Files skipped from review as they are similar to previous changes (2)
- components/salesforce_rest_api/common/sobjects/content-note.mjs
- components/salesforce_rest_api/package.json
🔇 Additional comments (4)
components/salesforce_rest_api/actions/common/base-create-update.mjs (1)
17-17: LGTM! Well-structured parameter addition
The new showDocsInfo parameter is well-named and maintains backward compatibility with its default value of true.
components/salesforce_rest_api/actions/create-event/create-event.mjs (1)
12-12: Verify if this version bump is related to Content Note implementation
The version bump from "0.3.0" to "0.3.1" appears to be part of a broader update across Salesforce components. However, this change seems unrelated to the PR's primary objective of implementing Content Note actions.
components/salesforce_rest_api/common/sobjects/content-document-link.mjs (2)
8-26: LGTM! Well-defined ShareType options
The ShareType options are comprehensive and well-documented with clear labels and values.
27-46: LGTM! Properly structured Visibility property
The Visibility property is correctly defined as optional with clear options and descriptions.
components/salesforce_rest_api/actions/create-content-note/create-content-note.mjs
Outdated
Show resolved
Hide resolved
components/salesforce_rest_api/actions/create-content-note/create-content-note.mjs
Outdated
Show resolved
Hide resolved
components/salesforce_rest_api/actions/create-content-note/create-content-note.mjs
Show resolved
Hide resolved
jcortes
force-pushed
the
salesforce-new-action-content-note
branch
from
f979791 to
3423f4b
Compare
There was a problem hiding this comment.
Actionable comments posted: 1
🧹 Nitpick comments (1)
components/salesforce_rest_api/common/sobjects/content-document-link.mjs (1)
30-49: Consider adding a default value and enhancing the description for Visibility.While the options are correct, consider the following improvements:
- Add a default value (typically "AllUsers") to ensure consistent behavior
- Enhance the description to specify the implications of each visibility level
Apply this diff to implement the suggestions:
Visibility: { type: "string", label: "Visibility", - description: "Specifies whether this file is available to all users, internal users, or shared users.", + description: "Controls file access: 'AllUsers' allows anyone with file permissions, 'InternalUsers' restricts to internal org users, 'SharedUsers' limits to users with explicit sharing access.", optional: true, + default: "AllUsers", options: [
📜 Review details
Configuration used: CodeRabbit UI
Review profile: CHILL
Plan: Pro
⛔ Files ignored due to path filters (1)
pnpm-lock.yamlis excluded by!**/pnpm-lock.yaml
📒 Files selected for processing (23)
components/salesforce_rest_api/actions/common/base-create-update.mjs(2 hunks)components/salesforce_rest_api/actions/create-account/create-account.mjs(1 hunks)components/salesforce_rest_api/actions/create-attachment/create-attachment.mjs(1 hunks)components/salesforce_rest_api/actions/create-campaign/create-campaign.mjs(1 hunks)components/salesforce_rest_api/actions/create-case/create-case.mjs(1 hunks)components/salesforce_rest_api/actions/create-casecomment/create-casecomment.mjs(1 hunks)components/salesforce_rest_api/actions/create-contact/create-contact.mjs(1 hunks)components/salesforce_rest_api/actions/create-content-note/create-content-note.mjs(1 hunks)components/salesforce_rest_api/actions/create-event/create-event.mjs(1 hunks)components/salesforce_rest_api/actions/create-lead/create-lead.mjs(1 hunks)components/salesforce_rest_api/actions/create-note/create-note.mjs(1 hunks)components/salesforce_rest_api/actions/create-opportunity/create-opportunity.mjs(1 hunks)components/salesforce_rest_api/actions/create-record/create-record.mjs(1 hunks)components/salesforce_rest_api/actions/create-task/create-task.mjs(1 hunks)components/salesforce_rest_api/actions/create-user/create-user.mjs(1 hunks)components/salesforce_rest_api/actions/update-account/update-account.mjs(1 hunks)components/salesforce_rest_api/actions/update-contact/update-contact.mjs(1 hunks)components/salesforce_rest_api/actions/update-opportunity/update-opportunity.mjs(1 hunks)components/salesforce_rest_api/actions/update-record/update-record.mjs(1 hunks)components/salesforce_rest_api/actions/upsert-record/upsert-record.mjs(1 hunks)components/salesforce_rest_api/common/sobjects/content-document-link.mjs(1 hunks)components/salesforce_rest_api/common/sobjects/content-note.mjs(1 hunks)components/salesforce_rest_api/package.json(1 hunks)
🚧 Files skipped from review as they are similar to previous changes (22)
- components/salesforce_rest_api/actions/create-account/create-account.mjs
- components/salesforce_rest_api/actions/create-casecomment/create-casecomment.mjs
- components/salesforce_rest_api/actions/update-opportunity/update-opportunity.mjs
- components/salesforce_rest_api/actions/create-record/create-record.mjs
- components/salesforce_rest_api/actions/create-case/create-case.mjs
- components/salesforce_rest_api/actions/create-campaign/create-campaign.mjs
- components/salesforce_rest_api/package.json
- components/salesforce_rest_api/actions/create-task/create-task.mjs
- components/salesforce_rest_api/actions/create-lead/create-lead.mjs
- components/salesforce_rest_api/actions/update-contact/update-contact.mjs
- components/salesforce_rest_api/actions/create-contact/create-contact.mjs
- components/salesforce_rest_api/actions/create-event/create-event.mjs
- components/salesforce_rest_api/actions/create-note/create-note.mjs
- components/salesforce_rest_api/actions/create-user/create-user.mjs
- components/salesforce_rest_api/actions/common/base-create-update.mjs
- components/salesforce_rest_api/actions/upsert-record/upsert-record.mjs
- components/salesforce_rest_api/common/sobjects/content-note.mjs
- components/salesforce_rest_api/actions/update-account/update-account.mjs
- components/salesforce_rest_api/actions/create-content-note/create-content-note.mjs
- components/salesforce_rest_api/actions/update-record/update-record.mjs
- components/salesforce_rest_api/actions/create-opportunity/create-opportunity.mjs
- components/salesforce_rest_api/actions/create-attachment/create-attachment.mjs
🔇 Additional comments (3)
components/salesforce_rest_api/common/sobjects/content-document-link.mjs (3)
1-2: LGTM! Clean and well-structured export.
The module follows ES module standards and provides a clear structure for property definitions.
Also applies to: 50-51
9-29: LGTM! ShareType configuration is accurate and complete.
The property correctly defines all possible share types (Viewer, Collaborator, Inferred) with appropriate default value and descriptions matching Salesforce API specifications.
1-51: Verify integration with content note creation workflow.
Let's ensure the ContentDocumentLink properties are correctly utilized in the content note creation process.
✅ Verification successful
ContentDocumentLink properties are correctly integrated with content note creation
The ContentDocumentLink properties are properly integrated within the content note creation workflow. The implementation in create-content-note.mjs correctly:
- Imports and uses the ContentDocumentLink properties (LinkedEntityId, ShareType, Visibility)
- Creates a ContentNote first and then optionally creates a ContentDocumentLink if LinkedEntityId is provided
- Uses all the properties as defined in the content-document-link.mjs schema
🏁 Scripts executed
The following scripts were executed for the analysis:
Script:
#!/bin/bash
# Description: Check how ContentDocumentLink properties are used in content note creation
# Find related content note files and their usage of these properties
echo "Checking content note related files:"
rg -l "ContentDocumentLink" --type js
# Check specific property usage
echo -e "\nChecking property usage:"
rg -A 3 "LinkedEntityId|ShareType|Visibility" --type js
Length of output: 243
Script:
#!/bin/bash
# Let's try a broader search to understand the context and usage
# Find files containing ContentNote or ContentDocument
echo "Files related to Content operations:"
rg -l "ContentNote|ContentDocument" --type js
# Look for any Salesforce content-related files in the components directory
echo -e "\nSalesforce content-related files:"
fd -e mjs -e js . components/salesforce_rest_api/
# Check for any actions or sources mentioning content operations
echo -e "\nContent operations in actions:"
rg -A 3 "createContentNote|ContentDocument" --type js
Length of output: 4353
Script:
#!/bin/bash
# Let's examine the content note creation implementation and its relationship with ContentDocumentLink
# Check content-note.mjs implementation
echo "Content Note implementation:"
cat components/salesforce_rest_api/common/sobjects/content-note.mjs
# Check create-content-note action
echo -e "\nContent Note creation action:"
cat components/salesforce_rest_api/actions/create-content-note/create-content-note.mjs
# Look for any imports or references to ContentDocumentLink
echo -e "\nReferences between Content Note and ContentDocumentLink:"
rg -A 3 "content-document-link" components/salesforce_rest_api/actions/create-content-note/create-content-note.mjs components/salesforce_rest_api/common/sobjects/content-note.mjs
Length of output: 4514
components/salesforce_rest_api/common/sobjects/content-document-link.mjs
Show resolved
Hide resolved
jcortes
force-pushed
the
salesforce-new-action-content-note
branch
from
3423f4b to
256d87b
Compare
|
/approve |
WHY
Resolves #14465
Summary by CodeRabbit
@pipedream/salesforce_rest_apipackage from 1.4.0 to 1.5.0.