Website: Update CRM helper and usage (#23670)

Changes:
- Updated the update-or-create-contact-and-account helper to update
created contact records with a psychological stage
- Updated places where we were using the
update-or-create-contact-and-account helper to set a contact source on
new records.

website/api/controllers/customers/save-billing-info-and-subscribe.js

@@ -169,6 +169,7 @@ module.exports = {
       firstName: this.req.me.firstName,
       lastName: this.req.me.lastName,
       organization: this.req.me.organization,
+      contactSource: 'Website - Sign up',// Note: this is only set on new contacts.
       description: `Purchased a self-service Fleet Premium license on ${isoTimestampForDescription.split('T')[0]} for ${quoteRecord.numberOfHosts} host${quoteRecord.numberOfHosts > 1 ? 's' : ''}.`
     }).exec((err)=>{
       if(err){

website/api/controllers/entrance/signup.js

@@ -138,13 +138,21 @@ the account verification message.)`,
     .intercept({name: 'UsageError'}, 'invalid')
     .fetch();
 
-
+    let psychologicalStageChangeReason;
+    if(this.req.session.adAttributionString && this.req.session.visitedSiteFromAdAt) {
+      let sevenDaysAgoAt = Date.now() - (1000 * 60 * 60 * 24 * 7);
+      // If this user visited the website from an ad, set the psychologicalStageChangeReason to be the adCampaignId stored in their session.
+      if(this.req.session.visitedSiteFromAdAt > sevenDaysAgoAt) {
+        psychologicalStageChangeReason = this.req.session.adAttributionString;
+      }
+    }
     sails.helpers.salesforce.updateOrCreateContactAndAccount.with({
       emailAddress: newEmailAddress,
       firstName: firstName,
       lastName: lastName,
       organization: organization,
-      contactSource: 'Website - Sign up'
+      contactSource: 'Website - Sign up',
+      psychologicalStageChangeReason,
     }).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/helpers/salesforce/update-or-create-contact-and-account.js

@@ -110,18 +110,12 @@ module.exports = {
     if(primaryBuyingSituation) {
       valuesToSet.Primary_buying_situation__c = primaryBuyingSituation;// eslint-disable-line camelcase
     }
-    if(psychologicalStage) {
-      valuesToSet.Stage__c = psychologicalStage;// eslint-disable-line camelcase
-    }
     if(getStartedResponses) {
       valuesToSet.Website_questionnaire_answers__c = getStartedResponses;// eslint-disable-line camelcase
     }
     if(description) {
       valuesToSet.Description = description;
     }
-    if(psychologicalStageChangeReason) {
-      valuesToSet.Psystage_change_reason__c = psychologicalStageChangeReason;// eslint-disable-line camelcase
-    }
     if(intentSignal) {
       valuesToSet.Intent_signals__c = intentSignal;// eslint-disable-line camelcase
     }
@@ -145,6 +139,13 @@ module.exports = {
       if(description && existingContactRecord.Description) {
         valuesToSet.Description = existingContactRecord.Description + '\n' + description;
       }
+      // If we're updating a contact, add psychologicalStage and psychologicalStageChangeReason to the dictionary of valuesToSet.
+      if(psychologicalStage) {
+        valuesToSet.Stage__c = psychologicalStage;// eslint-disable-line camelcase
+      }
+      if(psychologicalStageChangeReason) {
+        valuesToSet.Psystage_change_reason__c = psychologicalStageChangeReason;// eslint-disable-line camelcase
+      }
       // If an intent signal was specified, add it to the list of intent signals on the exisitng contact.
       // Note: intent signals values are stored as a single string in salesforce, separated by a semicolon.
       if(intentSignal && existingContactRecord.Intent_signals__c) {
@@ -260,6 +261,7 @@ module.exports = {
       }
       // console.log(`creating new Contact record.`)
       // Create a new Contact record for this person.
+
       let newContactRecord = await salesforceConnection.sobject('Contact')
       .create({
         AccountId: salesforceAccountId,
@@ -268,8 +270,17 @@ module.exports = {
         LastName: lastName ? lastName : '?',
         ...valuesToSet,
       });
-      // console.log(`Created ${newContactRecord.id}`);
       salesforceContactId = newContactRecord.id;
+
+      // Since we've created a new contact, we'll update the psychological stage to be either '2 - Aware', or whatever psystage was provided.
+      // This causes it to appear as an edit in our CRM and helps reporting.
+      await salesforceConnection.sobject('Contact')
+      .update({
+        Id: salesforceContactId,
+        Stage__c: psychologicalStage ? psychologicalStage : '2 - Aware',// eslint-disable-line camelcase
+        Psystage_change_reason__c: psychologicalStageChangeReason ? psychologicalStageChangeReason : null,// eslint-disable-line camelcase
+      });
+      // console.log(`Created ${newContactRecord.id}`);
     }//fi
 
     return {

website/api/hooks/custom/index.js

@@ -302,6 +302,7 @@ will be disabled and/or hidden in the UI.
                       firstName: sanitizedUser.firstName,
                       lastName: sanitizedUser.lastName,
                       organization: sanitizedUser.organization,
+                      contactSource: 'Website - Sign up',// Note: this is only set on new contacts.
                     });
                     let jsforce = require('jsforce');
                     // login to Salesforce