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Website: Disable lead creation from get started questionnaire submissions (#20250)

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Changes:
 - Removed SF lead creation in the `save-questionnaire-progress` action.
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Eric 2024-07-08 11:29:32 -05:00 committed by GitHub
parent df141cdfa4
commit caa27322fe
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1 changed files with 13 additions and 40 deletions
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53
website/api/controllers/save-questionnaire-progress.js vendored
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@ -115,8 +115,6 @@ module.exports = {
// - procurement-wants-some-stuff » No change (Stage ??)
// - nothing » No change (Stage ??)
// Set a variable to track whether we should create a Lead record in Salesforce.
let createLeadRecord = false;
let psychologicalStage = userRecord.psychologicalStage;
// Get the value of the submitted formData, we do this so we only need to check one variable, instead of (formData.attribute === 'foo');
let valueFromFormData = _.values(formData)[0];
@ -127,10 +125,8 @@ module.exports = {
} else if(currentStep === 'have-you-ever-used-fleet') {
if(['yes-deployed'].includes(valueFromFormData)) {
// If the user has Fleet deployed, set their stage to 6.
createLeadRecord = true;
psychologicalStage = '6 - Has team buy-in';
} else if(valueFromFormData === 'yes-recently-deployed'){
createLeadRecord = true;
psychologicalStage = '5 - Personally confident';
} else if(valueFromFormData === 'yes-deployed-local'){
// If they've tried Fleet locally, set their stage to 3.
@ -155,7 +151,6 @@ module.exports = {
psychologicalStage = '2 - Aware';
}
} else {// Otherwise, they have a use case and will be set to stage 4.
createLeadRecord = true;
psychologicalStage = '4 - Has use case';
}
} else if(currentStep === 'is-it-any-good') {
@ -171,11 +166,9 @@ module.exports = {
psychologicalStage = '2 - Aware';
}
} else {
createLeadRecord = true;
psychologicalStage = '4 - Has use case';
}
} else {// For any other selected primary buying situation, since a use case will have been selected, set their psyStage to 4
createLeadRecord = true;
psychologicalStage = '4 - Has use case';
// FUTURE: check previous answers for other selected buying situations.
}
@ -184,7 +177,6 @@ module.exports = {
if(valueFromFormData === 'let-me-think-about-it') {
psychologicalStage = '2 - Aware';
} else if (['deploy-fleet-in-environment','host-fleet-for-me'].includes(valueFromFormData)) {
createLeadRecord = true;
psychologicalStage = '4 - Has use case';
} else { require('assert')(false,'This should never happen.'); }
} else if(currentStep === 'how-was-your-deployment') {
@ -219,38 +211,19 @@ module.exports = {
// Only update CRM records if the user's psychological stage changes.
if(psychologicalStage !== userRecord.psychologicalStage) {
// If the createLeadRecord flag was set to true, create a lead record.
if(createLeadRecord){
sails.helpers.salesforce.updateOrCreateContactAndAccountAndCreateLead.with({
emailAddress: this.req.me.emailAddress,
firstName: this.req.me.firstName,
lastName: this.req.me.lastName,
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 new lead record could not be created in the CRM.`, err);
}
return;
});
} else {
// Otherwise, update or create a contact and account record.
sails.helpers.salesforce.updateOrCreateContactAndAccount.with({
emailAddress: this.req.me.emailAddress,
firstName: this.req.me.firstName,
lastName: this.req.me.lastName,
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,
}).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);
}
return;
});
}
sails.helpers.salesforce.updateOrCreateContactAndAccount.with({
emailAddress: this.req.me.emailAddress,
firstName: this.req.me.firstName,
lastName: this.req.me.lastName,
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,
}).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);
}
return;
});
}//fi
// TODO: send all other answers to Salesforce (when there are fields for them)
// Set the user's answer to the current step.