Populate referrer fields from marketing cookie

[johnjeremiah]

Set Salesforce contact referrer fields from marketingAttributionCookie.referrer. Adds Source_referrer_url__c and Most_recent_referrer_url__c assignments in the initial attribution block and an additional Most_recent_referrer_url__c assignment in the later block so referrer data is persisted when creating/updating contacts.

Summary by CodeRabbit

• New Features
  • Enhanced Salesforce integration with improved contact attribution tracking. Referrer information is now automatically captured and stored in designated attribution fields for both newly created and updated contact records, enabling more comprehensive tracking of customer acquisition sources and marketing engagement paths throughout the user journey.

[claude]

Claude Code Review

This repository is configured for manual code reviews. Comment @claude review to trigger a review and subscribe this PR to future pushes, or @claude review once for a one-time review.

_{Tip: disable this comment in your organization's Code Review settings.}

[coderabbitai]

No actionable comments were generated in the recent review. 🎉

ℹ️ Recent review info

⚙️ Run configuration

Configuration used: Path: .coderabbit.yaml

Review profile: CHILL

Plan: Pro

Run ID: 4ed7949a-f804-4ba6-be77-d3e86e9041bd

📥 Commits

Reviewing files that changed from the base of the PR and between 4ed988f and 4133dae.

📒 Files selected for processing (1)

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

---

Walkthrough

This PR modifies the Salesforce Contact synchronization helper to populate additional attribution fields from the marketing cookie referrer. When creating a new Contact, it writes the referrer URL to both Source_referrer_url__c and Most_recent_referrer_url__c. When updating an existing Contact (after a duplicate-detected create attempt), it sets Most_recent_referrer_url__c to the referrer value while preserving the existing campaign/source deletion logic.

Possibly related PRs

• fleetdm/fleet#45427: Also modifies the same Salesforce Contact helper file, changing attribution fields (Most_recent_campaign_member_status__c) based on contact source values.

🚥 Pre-merge checks | ✅ 4 | ❌ 1

❌ Failed checks (1 warning)

Check name	Status	Explanation	Resolution
Description check	⚠️ Warning	The description lacks required checklist items from the repository template; no checkboxes are marked and critical sections like testing, database migrations, and configuration are not addressed.	Complete the PR template checklist by selecting applicable items and providing details on testing, security validation, and any database/configuration changes.

✅ Passed checks (4 passed)

Check name	Status	Explanation
Title check	✅ Passed	The title clearly and specifically describes the main change: populating Salesforce referrer fields from the marketing attribution cookie.
Docstring Coverage	✅ Passed	No functions found in the changed files to evaluate docstring coverage. Skipping docstring coverage check.
Linked Issues check	✅ Passed	Check skipped because no linked issues were found for this pull request.
Out of Scope Changes check	✅ Passed	Check skipped because no linked issues were found for this pull request.

_{✏️ Tip: You can configure your own custom pre-merge checks in the settings.}

✨ Finishing Touches

📝 Generate docstrings

• Create stacked PR
• Commit on current branch

🧪 Generate unit tests (beta)

• Create PR with unit tests
• Commit unit tests in branch jj-save-referrer-data-to-sfdc

---

Thanks for using CodeRabbit! It's free for OSS, and your support helps us grow. If you like it, consider giving us a shout-out.

❤️ Share

• X
• Mastodon
• Reddit
• LinkedIn

_{Comment @coderabbitai help to get the list of available commands and usage tips.}

[johnjeremiah]

Just confirmed the fields on the contact are ready:
Source_referrer_url__c
Most_recent_referrer_url__c

[johnjeremiah]

@eashaw I think this PR is ready to go