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Salesloft Cog

CircleCI

This is a Crank Cog for Salesloft, providing steps and assertions for you to validate the state and behavior of your Salesloft instance.

Installation

Ensure you have the crank CLI and docker installed and running locally, then run the following. You'll be prompted to enter your Salesloft credentials once the Cog is successfully installed.

$ crank cog:install stackmoxie/salesloft

Note: You can always re-authenticate later.

Usage

Authentication

You will be asked for the following authentication details on installation. To avoid prompts in a CI/CD context, you can provide the same details as environment variables.

Field Install-Time Environment Variable Description
apiKey CRANK_AUTOMATONINC_SALESLOFT__APIKEY API Key
# Re-authenticate by running this
$ crank cog:auth stackmoxie/salesloft

Steps

Once installed, the following steps will be available for use in any of your Scenario files.

Name (ID) Expression Expected Data
Create or update a SalesLoft person
(CreateOrUpdatePersonStep)
create or update a salesloft person - person: A map of field names to field values
Delete a SalesLoft person
(DeletePersonStep)
delete the (?<email>.+) salesloft person - email: Person's email address
Check a field on a SalesLoft Person
(PersonFieldEqualsStep)
the (?<field>[ a-zA-Z0-9_-]+) field on salesloft person (?<email>.+) should (?<operator>be set|not be set|be less than|be greater than|be one of|be|contain|not be one of|not be|not contain) ?(?<expectation>.+)? - email: Person's email address

- field: Field name to check

- operator: Check Logic (be, not be, contain, not contain, be greater than, be less than, be set, not be set, be one of, or not be one of)

- expectation: Expected field value

Development and Contributing

Pull requests are welcome. For major changes, please open an issue first to discuss what you would like to change. Please make sure to add or update tests as appropriate.

Setup

  1. Install node.js (v12.x+ recommended)
  2. Clone this repository.
  3. Install dependencies via npm install
  4. Run npm start to validate the Cog works locally (ctrl+c to kill it)
  5. Run crank cog:install --source=local --local-start-command="npm start" to register your local instance of this Cog. You may need to append a --force flag or run crank cog:uninstall stackmoxie/salesloft if you've already installed the distributed version of this Cog.

Adding/Modifying Steps

Modify code in src/steps and validate your changes by running crank cog:step stackmoxie/salesloft and selecting your step.

To add new steps, create new step classes in src/steps. Use existing steps as a starting point for your new step(s). Note that you will need to run crank registry:rebuild in order for your new steps to be recognized.

Always add tests for your steps in the test/steps folder. Use existing tests as a guide.

Modifying the API Client or Authentication Details

Modify the ClientWrapper class at src/client/client-wrapper.ts.

  • If you need to add or modify authentication details, see the expectedAuthFields static property.
  • If you need to expose additional logic from the wrapped API client, add a new ublic method to the wrapper class, which can then be called in any step.
  • It's also possible to swap out the wrapped API client completely. You should only have to modify code within this clase to achieve that.

Note that you will need to run crank registry:rebuild in order for any changes to authentication fields to be reflected. Afterward, you can re-authenticate this Cog by running crank cog:auth stackmoxie/salesloft

Tests and Housekeeping

Tests can be found in the test directory and run like this: npm test. Ensure your code meets standards by running npm run lint.