mirror of
https://github.com/fleetdm/fleet
synced 2026-04-21 13:37:30 +00:00
c6eb839481
moving away from calling people "leads", it's weird this continues the effort of making it so that leads are more like a: "dear fleeties, you have to do something" Now, lead sources are effectively GA conversions, and will eventually change to just be auto-created stage0 opportunities, and even then only for booked meetings where there's work that a fleetie needs to do to make sure and prepare a useful demo for the folks on the other end, so they can present Fleet internally while spending as little time talking to us as possible. So that's the end of lead sources. Whereas compare w/ user actions, which are now captured as either contact creation (contact source), contact psychological progress (most recent psystage change reason), or opportunity creation (opportunity source).
44 lines
1.7 KiB
JavaScript
Vendored
44 lines
1.7 KiB
JavaScript
Vendored
module.exports = {
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friendlyName: 'Migrate lead source to contact source',
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description: '',
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fn: async function () {
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sails.log('Running custom shell script... (`sails run migrate-lead-source-to-contact-source`)');
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require('assert')(sails.config.custom.salesforceIntegrationUsername);
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require('assert')(sails.config.custom.salesforceIntegrationPasskey);
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// Log in to Salesforce.
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let jsforce = require('jsforce');
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let salesforceConnection = new jsforce.Connection({
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loginUrl : 'https://fleetdm.my.salesforce.com'
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});
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await salesforceConnection.login(sails.config.custom.salesforceIntegrationUsername, sails.config.custom.salesforceIntegrationPasskey);
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let POSSIBLE_CONTACT_SOURCES = ['Dripify', 'Website - Contact forms', 'Website - Sign up', 'Website - Swag request', 'Manual research', 'Initial qualification meeting'];
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let contacts = (
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await salesforceConnection.query(`SELECT Id, LeadSource, FirstName FROM Contact WHERE Contact_source__c = NULL AND LeadSource IN (${POSSIBLE_CONTACT_SOURCES.map((src)=>'\''+src+'\'').join(', ')})`)
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// await salesforceConnection.query(`SELECT Id, LeadSource, FirstName FROM Contact WHERE LastName = 'McNeil' AND FirstName IN (${['Mike'].map((src)=>'\''+src+'\'').join(', ')}) AND LeadSource IN (${POSSIBLE_CONTACT_SOURCES.map((src)=>'\''+src+'\'').join(', ')})`)
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).records;// « unpack the sausage
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// console.log(contacts);
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await sails.helpers.flow.simultaneouslyForEach(contacts, async (contact)=>{
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// console.log(`${contact.FirstName} :: ${contact.LeadSource}`);
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await salesforceConnection.sobject('Contact').update({
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Id: contact.Id,
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Contact_source__c: contact.LeadSource//eslint-disable-line camelcase
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});
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});//∞
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}
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};
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