update salesforce helper

api/helpers/salesforce/create-lead.js

@@ -0,0 +1,115 @@
+module.exports = {
+
+
+  friendlyName: 'Create lead',// FUTURE: Retire this in favor of createTask()
+
+
+  description: 'Create a Lead record in Salesforce representing some kind of action Fleet needs to take for someone, whether based on a signal from their behavior or their explicit request.',
+
+
+  inputs: {
+
+    salesforceAccountId: {
+      type: 'string',
+      required: true,
+      description: 'The ID of the Account record that was found or updated by the updateOrCreateContactAndAccount helper.'
+    },
+    salesforceContactId: {
+      type: 'string',
+      required: true
+    },
+    leadDescription: {
+      type: 'string',
+      description: 'A description of what this lead is about; e.g. a contact form message, or the size of t-shirt being requested.'
+    },
+    leadSource: {
+      type: 'string',
+      required: true,
+      isIn: [
+        'Website - Contact forms',
+        'Website - Sign up',
+        'Website - Waitlist',
+        'Website - swag request',
+      ],
+    },
+    primaryBuyingSituation: { type: 'string', isin: ['eo-it', 'eo-security', 'mdm', 'vm'] },
+    numberOfHosts: { type: 'number' },
+  },
+
+
+  exits: {
+
+    success: {
+      extendedDescription: 'Note that this deliberately has no return value.',
+    },
+
+  },
+
+
+  fn: async function ({salesforceAccountId, salesforceContactId, leadDescription, leadSource, primaryBuyingSituation, numberOfHosts}) {
+    require('assert')(sails.config.custom.salesforceIntegrationUsername);
+    require('assert')(sails.config.custom.salesforceIntegrationPasskey);
+    let jsforce = require('jsforce');
+
+    // login to Salesforce
+    let salesforceConnection = new jsforce.Connection({
+      loginUrl : 'https://fleetdm.my.salesforce.com'
+    });
+    await salesforceConnection.login(sails.config.custom.salesforceIntegrationUsername, sails.config.custom.salesforceIntegrationPasskey);
+
+    // Get the Contact record.
+    let contactRecord = await sails.helpers.flow.build(async ()=>{
+      return await salesforceConnection.sobject('Contact')
+      .retrieve(salesforceContactId);
+    }).intercept((err)=>{
+      return new Error(`When attempting to create a new Lead record using an existing Contact record (ID: ${salesforceContactId}), an error occurred when retreiving the specified record. Error: ${err}`);
+    });
+
+    // Get the Account record.
+    let accountRecord = await sails.helpers.flow.build(async ()=>{
+      return await salesforceConnection.sobject('Account')
+      .retrieve(salesforceAccountId);
+    }).intercept((err)=>{
+      return new Error(`When attempting to create a Lead record using an exisitng Account record (ID: ${salesforceAccountId}), An error occured when retreiving the specified record. Error: ${err}`);
+    });
+
+    let primaryBuyingSituationValuesByCodename = {
+      'vm': 'Vulnerability management',
+      'mdm': 'Device management (MDM)',
+      'eo-it': 'Endpoint operations - IT',
+      'eo-security': 'Endpoint operations - Security',
+    };
+
+    // If numberOfHosts or primaryBuyingSituationToSet was provided, set that value on the new Lead, otherwise fallback to the value on the contact record. (If it has one)
+    // Note: If these were not provided and a retreived contact record does not have this information, these values will be set to 'null' and are safe to pass into the sobject('Lead').create method below.
+    let numberOfHostsToSet = numberOfHosts ? numberOfHosts : contactRecord.of_hosts__c;
+    let primaryBuyingSituationToSet = primaryBuyingSituation ? primaryBuyingSituationValuesByCodename[primaryBuyingSituation] : contactRecord.Primary_buying_situation__c;
+
+    // Create the new Lead record.
+    await sails.helpers.flow.build(async ()=>{
+      return await salesforceConnection.sobject('Lead')
+      .create({
+        // Information from inputs:
+        Description: leadDescription,
+        LeadSource: leadSource,
+        Account__c: salesforceAccountId,// eslint-disable-line camelcase
+        Contact_associated_by_website__c: salesforceContactId,// eslint-disable-line camelcase
+        // Information from contact record:
+        FirstName: contactRecord.FirstName,
+        LastName: contactRecord.LastName,
+        Email: contactRecord.Email,
+        Website: contactRecord.Website,
+        of_hosts__c: numberOfHostsToSet,// eslint-disable-line camelcase
+        Primary_buying_scenario__c: primaryBuyingSituationToSet,// eslint-disable-line camelcase
+        LinkedIn_profile__c: contactRecord.LinkedIn_profile__c,// eslint-disable-line camelcase
+        // Information from the account record:
+        OwnerId: accountRecord.OwnerId
+      });
+    }).intercept((err)=>{
+      return new Error(`Could not create new Lead record. Error: ${err}`);
+    });
+  }
+
+
+};
+

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

@@ -0,0 +1,86 @@
+module.exports = {
+
+
+  friendlyName: 'Update or create contact and account and create lead',
+
+
+  description: 'Updates or creates a contact and account in Salesforce, then uses the IDs of the created records to create a Lead record.',
+
+  extendedDescription: 'This is a wrapper for the update-or-create-contact-and-account and create-lead helpers used to run both of them in the background with timers.setImmediate().',
+
+  inputs: {
+
+    // Find by…
+    emailAddress: { type: 'string' },
+    linkedinUrl: { type: 'string' },
+
+    // Set…
+    firstName: { type: 'string', required: true },
+    lastName: { type: 'string', required: true },
+    organization: { type: 'string' },
+    primaryBuyingSituation: { type: 'string' },
+    psychologicalStage: {
+      type: 'string',
+      isIn: [
+        '1 - Unaware',
+        '2 - Aware',
+        '3 - Intrigued',
+        '4 - Has use case',
+        '5 - Personally confident',
+        '6 - Has team buy-in'
+      ]
+    },
+    // For new leads.
+    leadDescription: {
+      type: 'string',
+      description: 'A description of what this lead is about; e.g. a contact form message, or the size of t-shirt being requested.'
+    },
+    leadSource: {
+      type: 'string',
+      required: true,
+      isIn: [
+        'Website - Contact forms',
+        'Website - Sign up',
+        'Website - Waitlist',
+        'Website - swag request',
+      ],
+    },
+    numberOfHosts: { type: 'number' },
+  },
+
+  exits: {
+
+    success: {
+      extendedDescription: 'Note that this deliberately has no return value.',
+    },
+
+  },
+
+
+
+  fn: async function ({emailAddress, linkedinUrl, firstName, lastName, organization, primaryBuyingSituation, psychologicalStage, leadSource, leadDescription, numberOfHosts}) {
+
+    let recordIds = await sails.helpers.salesforce.updateOrCreateContactAndAccount.with({
+      emailAddress,
+      firstName,
+      lastName,
+      organization,
+      linkedinUrl,
+      primaryBuyingSituation,
+      psychologicalStage,
+    });
+
+    await sails.helpers.salesforce.createLead.with({
+      salesforceContactId: recordIds.salesforceContactId,
+      salesforceAccountId: recordIds.salesforceAccountId,
+      leadDescription,
+      leadSource,
+      numberOfHosts,
+    });
+
+    return;
+  }
+
+
+};
+

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

@@ -45,7 +45,6 @@ module.exports = {
 
 
   fn: async function ({emailAddress, linkedinUrl, firstName, lastName, organization, primaryBuyingSituation, psychologicalStage}) {
-
     require('assert')(sails.config.custom.salesforceIntegrationUsername);
     require('assert')(sails.config.custom.salesforceIntegrationPasskey);
     require('assert')(sails.config.custom.iqSecret);
@@ -87,13 +86,14 @@ module.exports = {
         // 'LinkedIn_company_URL__c': enrichmentData.employer.linkedinCompanyPageUrl // TODO: if this information is not present on an existing account, nothing will be returned.
       });
       // console.log(existingAccountRecord);
-      if(existingAccountRecord && existingAccountRecord.OwnerId !== '0054x00000735wDAAQ') {
+      // If we found an exisitng account and it is not owned by the integrations admin or a disabled user, we'll use assign the new contact to the account owner.
+      if(existingAccountRecord && !['0054x00000735wDAAQ', '0054x0000086wsQAAQ'].includes(existingAccountRecord.OwnerId)) {
         // Store the ID of the Account record we found.
         salesforceAccountId = existingAccountRecord.Id;
         salesforceAccountOwnerId = existingAccountRecord.OwnerId;
         // console.log('exising account found!', salesforceAccountId);
       } else {
-        // If we didn't find an existing record, or found one onwned by the integrations admin, we'll round robin it between the AE's Salesforce users.
+        // If we didn't find an existing record, or found one onwned by the integrations admin or a disabled user, we'll round robin it between the AE's Salesforce users.
         let roundRobinUsers = await salesforceConnection.sobject('User')
         .find({
           AE_Round_robin__c: true,// eslint-disable-line camelcase