From 670a8ef2a036d16e691df8bf157e21479310ac81 Mon Sep 17 00:00:00 2001
From: Eric <eashaw@sailsjs.com>
Date: Tue, 9 Jul 2024 17:04:12 -0500
Subject: [PATCH] Website: Set leadSource on new contact records (#20285)

Closes: #20284

Changes:
- Updated the `update-or-create-contact-and-account` helper to set a
lead source on new contact records
- Updated `update-or-create-contact-and-account-and-create-lead` to to
pass in a lead source to the `update-or-create-contact-and-account`
helper
- Updated save-questionnaire-progress to set a lead source on newly
created contact records
---
 .../api/controllers/save-questionnaire-progress.js |  1 +
 ...r-create-contact-and-account-and-create-lead.js |  1 +
 .../update-or-create-contact-and-account.js        | 14 ++++++++++++--
 3 files changed, 14 insertions(+), 2 deletions(-)

diff --git a/website/api/controllers/save-questionnaire-progress.js b/website/api/controllers/save-questionnaire-progress.js
index 71e9d467e1..efbf8e1a3e 100644
--- a/website/api/controllers/save-questionnaire-progress.js
+++ b/website/api/controllers/save-questionnaire-progress.js
@@ -218,6 +218,7 @@ 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',
       }).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);
diff --git a/website/api/helpers/salesforce/update-or-create-contact-and-account-and-create-lead.js b/website/api/helpers/salesforce/update-or-create-contact-and-account-and-create-lead.js
index 0b5e8f2023..a9c3e34274 100644
--- a/website/api/helpers/salesforce/update-or-create-contact-and-account-and-create-lead.js
+++ b/website/api/helpers/salesforce/update-or-create-contact-and-account-and-create-lead.js
@@ -72,6 +72,7 @@ module.exports = {
       linkedinUrl,
       primaryBuyingSituation,
       psychologicalStage,
+      leadSource,
     });
 
     await sails.helpers.salesforce.createLead.with({
diff --git a/website/api/helpers/salesforce/update-or-create-contact-and-account.js b/website/api/helpers/salesforce/update-or-create-contact-and-account.js
index 0fd40147dd..c07e1918d7 100644
--- a/website/api/helpers/salesforce/update-or-create-contact-and-account.js
+++ b/website/api/helpers/salesforce/update-or-create-contact-and-account.js
@@ -29,6 +29,13 @@ module.exports = {
         '6 - Has team buy-in'
       ]
     },
+    leadSource: {
+      type: 'string',
+      isIn: [
+        'Website - Contact forms',
+        'Website - Sign up',
+      ],
+    },
   },
 
 
@@ -44,7 +51,7 @@ module.exports = {
   },
 
 
-  fn: async function ({emailAddress, linkedinUrl, firstName, lastName, organization, primaryBuyingSituation, psychologicalStage}) {
+  fn: async function ({emailAddress, linkedinUrl, firstName, lastName, organization, primaryBuyingSituation, psychologicalStage, leadSource}) {
     // Return undefined if we're not running in a production environment.
     if(sails.config.environment !== 'production') {
       sails.log.verbose('Skipping Salesforce integration...');
@@ -89,7 +96,6 @@ module.exports = {
       valuesToSet.Stage__c = psychologicalStage;// eslint-disable-line camelcase
     }
 
-
     let existingContactRecord;
     // Search for an existing Contact record using the provided email address or linkedIn profile URL.
     if(emailAddress) {
@@ -184,6 +190,10 @@ 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;
+      }
       // console.log(`creating new Contact record.`)
       // Create a new Contact record for this person.
       let newContactRecord = await salesforceConnection.sobject('Contact')