Website: update contact form CRM records (#20645)

Closes: fleetdm/confidential#7394

Changes:
- Updated update-or-create-contact-and-account to set descriptions on
contacts
- Updated deliver-talk-to-us-form-submissions to not create leads for
users sent to the "Lets get you set up!" event
- Updated deliver-contact-form-message to only create contact records.

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

@@ -71,12 +71,12 @@ module.exports = {
       `Name: ${firstName + ' ' + lastName}, Email: ${emailAddress}, Message: ${message ? message : 'No message.'}`
     });
 
-    sails.helpers.salesforce.updateOrCreateContactAndAccountAndCreateLead.with({
+    sails.helpers.salesforce.updateOrCreateContactAndAccount.with({
       emailAddress: emailAddress,
       firstName: firstName,
       lastName: lastName,
       leadSource: 'Website - Contact forms',
-      leadDescription: `Sent a contact form message: ${message}`,
+      description: `Sent a contact form message: ${message}`,
     }).exec((err)=>{// Use .exec() to run the salesforce helpers in the background.
       if(err) {
         sails.log.warn(`Background task failed: When a user submitted a contact form message, a lead/contact could not be updated in the CRM for this email address: ${emailAddress}.`, err);

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

@@ -74,21 +74,36 @@ module.exports = {
       throw 'invalidEmailDomain';
     }
 
-
-    sails.helpers.salesforce.updateOrCreateContactAndAccountAndCreateLead.with({
-      emailAddress: emailAddress,
-      firstName: firstName,
-      lastName: lastName,
-      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',
-      leadDescription: `Submitted the "Talk to us" form and was taken to the Calendly page for the "${numberOfHosts > 700 ? 'Talk to us' : 'Let\'s get you set up!'}" event.`,
-    }).exec((err)=>{
-      if(err) {
-        sails.log.warn(`Background task failed: When a user submitted the "Talk to us" form, a lead/contact could not be updated in the CRM for this email address: ${emailAddress}.`, err);
-      }
-    });
+    if(numberOfHosts >= 700){
+      sails.helpers.salesforce.updateOrCreateContactAndAccountAndCreateLead.with({
+        emailAddress: emailAddress,
+        firstName: firstName,
+        lastName: lastName,
+        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',
+        leadDescription: `Submitted the "Talk to us" form and was taken to the Calendly page for the "Talk to us" event.`,
+      }).exec((err)=>{
+        if(err) {
+          sails.log.warn(`Background task failed: When a user submitted the "Talk to us" form, a lead/contact could not be updated in the CRM for this email address: ${emailAddress}.`, err);
+        }
+      });
+    } else {
+      sails.helpers.salesforce.updateOrCreateContactAndAccount.with({
+        emailAddress: emailAddress,
+        firstName: firstName,
+        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',
+        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) {
+          sails.log.warn(`Background task failed: When a user submitted the "Talk to us" form, a lead/contact could not be updated in the CRM for this email address: ${emailAddress}.`, err);
+        }
+      });
+    }
 
     return;
   }

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

@@ -73,6 +73,7 @@ module.exports = {
       primaryBuyingSituation,
       psychologicalStage,
       leadSource,
+      description: leadDescription,
     });
 
     await sails.helpers.salesforce.createLead.with({

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

@@ -17,6 +17,7 @@ module.exports = {
     firstName: { type: 'string', required: true },
     lastName: { type: 'string', required: true },
     organization: { type: 'string' },
+    description: { type: 'string' },
     primaryBuyingSituation: { type: 'string' },
     psychologicalStage: {
       type: 'string',
@@ -51,7 +52,7 @@ module.exports = {
   },
 
 
-  fn: async function ({emailAddress, linkedinUrl, firstName, lastName, organization, primaryBuyingSituation, psychologicalStage, leadSource}) {
+  fn: async function ({emailAddress, linkedinUrl, firstName, lastName, organization, primaryBuyingSituation, psychologicalStage, leadSource, description}) {
     // Return undefined if we're not running in a production environment.
     if(sails.config.environment !== 'production') {
       sails.log.verbose('Skipping Salesforce integration...');
@@ -95,6 +96,9 @@ module.exports = {
     if(psychologicalStage) {
       valuesToSet.Stage__c = psychologicalStage;// eslint-disable-line camelcase
     }
+    if(description) {
+      valuesToSet.Description = description;
+    }
 
     let existingContactRecord;
     // Search for an existing Contact record using the provided email address or linkedIn profile URL.
@@ -111,6 +115,10 @@ module.exports = {
     }
 
     if(existingContactRecord) {
+      // If a description was provided and the contact has a description, append the new description to it.
+      if(description && existingContactRecord.Description) {
+        valuesToSet.Description = existingContactRecord.Description + '\n' + description;
+      }
       // console.log(`Exisitng contact found! ${existingContactRecord.Id}`);
       // If we found an existing contact, we'll update it with the information provided.
       salesforceContactId = existingContactRecord.Id;