Fired whenever a sales data record is created, updated or deleted, so funnels can react to sales activity. Carries the affected sales data record, an identifying trigger string, and whether the change is a deletion. Raised by SalesDataApp and DataSeriesManager after a sales data record is saved or removed, and always triggers the data-series-value goal.

Group: Journeys

Implements: CommonAppEvent, FunnelEvent


Properties

PropertyReturnsDescription
deletedbooleanWhether this event represents the deletion of the sales data record, as opposed to a create or update.
leadProfileProfileProfile associated with the sales data record: the profile who entered the record for an organisation-based series, or the profile of the sales rep otherwise.
relatedLeadLeadThis event is not associated with an existing lead, so this always returns null.
salesDataRecordSalesDataRecordThe sales data record this event concerns. Never null.
triggeredGoalClass<? extends Goal>Restricts matching to the data-series-value goal, so only funnels using that goal are scanned when this event fires.

Methods

toProps()

Returns: Map<String,Serializable>

Builds the event properties map for this event, adding a URN pointer to the affected sales data record and a flag indicating whether it was deleted. Used to serialise the event for automations and LLM processing.

getLeadProfile()

Returns: Profile

Profile associated with the sales data record: the profile who entered the record for an organisation-based series, or the profile of the sales rep otherwise.

getSalesDataRecord()

Returns: SalesDataRecord

The sales data record this event concerns. Never null.

isDeleted()

Returns: boolean

Whether this event represents the deletion of the sales data record, as opposed to a create or update.

getRelatedLead()

Returns: Lead

This event is not associated with an existing lead, so this always returns null.

getTriggeredGoal()

Returns: Class<? extends Goal>

Restricts matching to the data-series-value goal, so only funnels using that goal are scanned when this event fires.

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