Website: update values set by SF helpers. (leadSource » contactSource) (#21408)

Changes:
- Updated the `update-or-create-contact-and-account` helper to set a
"Contact source" on new contact records created.
- Updated everywhere where a lead source was being set to instead set a
contact source

website/api/controllers/deliver-contact-form-message.js

@@ -75,7 +75,7 @@ module.exports = {
       emailAddress: emailAddress,
       firstName: firstName,
       lastName: lastName,
-      leadSource: 'Website - Contact forms',
+      contactSource: 'Website - Contact forms',
       description: `Sent a contact form message: ${message}`,
     }).exec((err)=>{// Use .exec() to run the salesforce helpers in the background.
       if(err) {

website/api/controllers/deliver-talk-to-us-form-submission.js

@@ -82,7 +82,7 @@ module.exports = {
         organization: organization,
         numberOfHosts: numberOfHosts,
         primaryBuyingSituation: primaryBuyingSituation === 'eo-security' ? 'Endpoint operations - Security' : primaryBuyingSituation === 'eo-it' ? 'Endpoint operations - IT' : primaryBuyingSituation === 'mdm' ? 'Device management (MDM)' : primaryBuyingSituation === 'vm' ? 'Vulnerability management' : undefined,
-        leadSource: 'Website - Contact forms',
+        contactSource: 'Website - Contact forms',
         leadDescription: `Submitted the "Talk to us" form and was taken to the Calendly page for the "Talk to us" event.`,
       }).exec((err)=>{
         if(err) {
@@ -96,7 +96,7 @@ module.exports = {
         lastName: lastName,
         organization: organization,
         primaryBuyingSituation: primaryBuyingSituation === 'eo-security' ? 'Endpoint operations - Security' : primaryBuyingSituation === 'eo-it' ? 'Endpoint operations - IT' : primaryBuyingSituation === 'mdm' ? 'Device management (MDM)' : primaryBuyingSituation === 'vm' ? 'Vulnerability management' : undefined,
-        leadSource: 'Website - Contact forms',
+        contactSource: 'Website - Contact forms',
         description: `Submitted the "Talk to us" form and was taken to the Calendly page for the "Let\'s get you set up!" event.`,
       }).exec((err)=>{
         if(err) {

website/api/controllers/entrance/signup.js

@@ -144,7 +144,7 @@ the account verification message.)`,
       firstName: firstName,
       lastName: lastName,
       organization: organization,
-      leadSource: 'Website - Sign up'
+      contactSource: 'Website - Sign up'
     }).exec((err)=>{
       if(err){
         sails.log.warn(`Background task failed: When a user (email: ${newEmailAddress} signed up for a fleetdm.com account, a Contact and Account record could not be created/updated in the CRM.`, err);

website/api/controllers/save-questionnaire-progress.js

@@ -221,7 +221,7 @@ module.exports = {
         primaryBuyingSituation: primaryBuyingSituation === 'eo-security' ? 'Endpoint operations - Security' : primaryBuyingSituation === 'eo-it' ? 'Endpoint operations - IT' : primaryBuyingSituation === 'mdm' ? 'Device management (MDM)' : primaryBuyingSituation === 'vm' ? 'Vulnerability management' : undefined,
         organization: this.req.me.organization,
         psychologicalStage,
-        leadSource: 'Website - Sign up',
+        contactSource: 'Website - Sign up',
       }).exec((err)=>{
         if(err){
           sails.log.warn(`Background task failed: When a user (email: ${this.req.me.emailAddress} submitted a step of the get started questionnaire, a Contact and Account record could not be created/updated in the CRM.`, err);

website/api/helpers/salesforce/update-or-create-contact-and-account-and-create-lead.js

@@ -35,7 +35,7 @@ module.exports = {
       type: 'string',
       description: 'A description of what this lead is about; e.g. a contact form message, or the size of t-shirt being requested.'
     },
-    leadSource: {
+    contactSource: {
       type: 'string',
       required: true,
       isIn: [
@@ -58,7 +58,7 @@ module.exports = {
 
 
 
-  fn: async function ({emailAddress, linkedinUrl, firstName, lastName, organization, primaryBuyingSituation, psychologicalStage, leadSource, leadDescription, numberOfHosts}) {
+  fn: async function ({emailAddress, linkedinUrl, firstName, lastName, organization, primaryBuyingSituation, psychologicalStage, contactSource, leadDescription, numberOfHosts}) {
     if(sails.config.environment !== 'production') {
       sails.log('Skipping Salesforce integration...');
       return;
@@ -72,7 +72,7 @@ module.exports = {
       linkedinUrl,
       primaryBuyingSituation,
       psychologicalStage,
-      leadSource,
+      contactSource,
       description: leadDescription,
     });
 
@@ -80,7 +80,7 @@ module.exports = {
       salesforceContactId: recordIds.salesforceContactId,
       salesforceAccountId: recordIds.salesforceAccountId,
       leadDescription,
-      leadSource,
+      leadSource: contactSource,
       numberOfHosts,
     });
 

website/api/helpers/salesforce/update-or-create-contact-and-account.js

@@ -30,7 +30,7 @@ module.exports = {
         '6 - Has team buy-in'
       ]
     },
-    leadSource: {
+    contactSource: {
       type: 'string',
       isIn: [
         'Website - Contact forms',
@@ -52,7 +52,7 @@ module.exports = {
   },
 
 
-  fn: async function ({emailAddress, linkedinUrl, firstName, lastName, organization, primaryBuyingSituation, psychologicalStage, leadSource, description}) {
+  fn: async function ({emailAddress, linkedinUrl, firstName, lastName, organization, primaryBuyingSituation, psychologicalStage, contactSource, description}) {
     // Return undefined if we're not running in a production environment.
     if(sails.config.environment !== 'production') {
       sails.log.verbose('Skipping Salesforce integration...');
@@ -198,9 +198,9 @@ module.exports = {
         // console.log('New account created!', salesforceAccountId);
       }//fi
 
-      // Only add leadSource to valuesToSet if we're creating a new contact record.
-      if(leadSource) {
-        valuesToSet.LeadSource = leadSource;
+      // Only add contactSource to valuesToSet if we're creating a new contact record.
+      if(contactSource) {
+        valuesToSet.Contact_source__c = contactSource;// eslint-disable-line camelcase
       }
       // console.log(`creating new Contact record.`)
       // Create a new Contact record for this person.