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OmniApp: Freshsales App to be compatible with FCRM Cheat Sheet (DRAFT) by

This cheatsheet is only for Freshsales Public App developers. Freshworks is coming up with another product - Freshworks CRM which is a big update to Freshsales. With the help of Omni Apps limited functionality Freshsales can make their apps available for Freshworks CRM. This cheatsheet covers the features covered by Freshsales vs Freshworks CRM which will help you make quicker decisions to update your freshsales app to Omni App.

This is a draft cheat sheet. It is a work in progress and is not finished yet.

Heads up

Who is this Cheat sheet for?
This cheat sheet is for Freshsales App developers who have their apps live on Freshsales Market­place and are planning to make it available simult­ane­ously for Freshworks CRM

Freshsales Enviro­nment

Node Version
10.18
CLI Version
6.0.0

Freshsales placeh­olders

Global Navigation Page
Lead Details Page
Contact Details Page
Deal Details Page
Sales Account Details Page
CTI
Chat

Basic Features - Freshsales

Basic Features
Data Method
Global Data APIs
 
Lead Details Page
 
Contact Details Page
 
Deal Details Page
 
Account Details Page
App Lifecycle Events
 
App.In­iti­ali­zed()
  
App.Ac­tiv­ated()
  
App.De­act­iva­ted()
Events API
Lead Details Page Events
 
Contact Details Page Events
 
Deal Details Page Events
 
Sales Account Details Page Events
Interface API
Global Interface APIs
 
Show Modal
 
Show Confirm
 
Show Notifi­cations
 
Open Create Lead
 
Open Create Contact
 
Open Create Account
 
Open Create Deal
 
Open Create Call Log
 
Show Lead
 
Show Contact
 
Show Account
 
Show Deal

Freshsales - Advanced Features

Data Storage
Request API
Instance API
OAuth

Freshsales Product Events

OnCont­act­Create
OnCont­act­Update
OnDeal­Create
OnDeal­Update
OnLead­Create
OnLead­Create
OnSale­sAc­cou­ntC­reate
OnSale­sAc­cou­ntU­pdate
OnCust­omM­odu­leC­reate
OnCust­omM­odu­leU­pdate
OnAppo­int­men­tCreate
OnAppo­int­men­tUpdate
OnTask­Create
OnTask­Update

Freshsales REST APIs

Notes
Tasks
Appoin­tment
Sales Activities
Search
Lookup Search
Phone
Manual Call Log
Files
Links
Create a Link
Create a File
List all Files and Links
Contacts module
Contacts module
Leads
 

Freshworks CRM Enviro­nment

Node Version
10.18
CLI Version
6.6.0

Freshworks CRM placeh­olders

Contact Details Page
Deal Details Page
Sales Account Details Page

Basic Features - Freshworks CRM

Basic Features
Data Method
Global Data APIs
 
Lead Details Page
 
Contact Details Page
 
Deal Details Page
 
Account Details Page
App Lifecycle Events
 
App.In­iti­ali­zed()
  
App.Ac­tiv­ated()
  
App.De­act­iva­ted()
Events API
Lead Details Page Events
 
Contact Details Page Events
 
Deal Details Page Events
 
Sales Account Details Page Events
Interface API
Global Interface APIs
 
Show Modal
 
Show Confirm
 
Show Notifi­cations
 
Open Create Lead
 
Open Create Contact
 
Open Create Account
 
Open Create Deal
 
Open Create Call Log
 
Show Lead
 
Show Contact
 
Show Account
 
Show Deal

Freshworks CRM - Advanced Features

Data Storage
Request API
Instance API
OAuth

Freshworks CRM - Serverless

Product Events
OnCont­act­Create
 
OnCont­act­Update
 
OnDeal­Create
 
OnDeal­Update
 
OnLead­Create
 
OnLead­Update
 
OnSale­sAc­cou­ntC­reate
 
OnSale­sAc­cou­ntU­pdate
 
OnCust­omM­odu­leU­pdate
 
OnCust­omM­odu­leC­reate
 
OnAppo­int­men­tCreate
 
OnAppo­int­men­tUpdate
 
OnTask­Create
 
OnTask­Update
App Setup Events
OnAppI­nstall
 
OnAppU­nin­stall
External Events
Scheduled Events
Server Method Invocation

Freshworks CRM REST APIs (copy)

Notes
Tasks
Appoin­tment
Sales Activities
Search
Lookup Search
Phone
Manual Call Log
Files
Links
Create a Link
Create a File
List all Files and Links
Contacts module
Contacts module
Leads
 

Early Access Limita­tions

Extending Omni Capabi­lities for Freshsales developers - Early Access
Hint: Leads module and Entities don't exist in Freshworks CRM directly via dedicated App or REST APIs.
Hint: The the URLs used in Freshworks CRM for it's App reference or REST APIs will be different to that of Freshs­ales. Make sure you check and update those.
CTI, Full Page and Chat app placeh­olders are not available at the time of Early access.
Broadly, to extend the Omni capabi­lities - App Manifest, Serverless Events, Instal­lation Parame­ters, URLs of APIs consumed are most components of your app to make sure.
To extend your Freshsales app with Omni capabi­lities, your app must use same product events supported by both Freshworks CRM and Freshsales
<PE­NDING: PRODUCT EVENT IMPLEM­ENT­ATION INFO>
For your app to extend Omni Capabi­lities, iparam­s.json doesn't not support the input field types domain and api_key. Developers are expected to use iparam­s.html > 
data-bind
with input field type: text.
Data API's 
client.da­ta.g­et­("do­mai­nNa­me")
will give you 
sample.fr­esh­sal­es.io
for Freshsales and 
sample.my­fre­shw­ork­s.com
for Freshworks CRM`

Testing your App - Early Access Limita­tions

When app is run locally via CLI, you can test/run the app on a trial account of the Product (object) which ever comes first in 
manife­st.json
-> 
product{ }
. To test in both freshsales and FCRM, developer needs to switch the order.
When app is run locally via CLI, you can test/run the app on a trial account of the Product (object) which ever comes first in manife­st.json -> product{} . To test in both freshsales and FCRM, developer needs to switch the order.

App publishing - Early Access Limita­tions

Your Freshsales public app's extension ID needs to be shared with us in prior by emailing to market­pla­ce@­fre­shw­ork­s.com.
In App submission portal, your existing Freshsales App will accept next version with Omni capabi­lities.
You can now upload your app with Omni capabi­lities and submit it.
If you are Freshsales App developer adding Omni capabi­lities to support Freshworks CRM, your can email our team and in parallel can work on changes to support Omni capabi­lities.