feat: Prioritize Contacts Over Leads If They Exist [CAL-4640] (#17380)

apps/web/public/static/locales/en/common.json

@@ -2720,6 +2720,7 @@
   "attendee_timezone_info": "Attendee Timezone",
   "event_start_time_in_attendee_timezone_info": "Event Start Time In Attendee Timezone",
   "event_end_time_in_attendee_timezone_info": "Event End Time In Attendee Timezone",
+  "salesforce_create_event_on_contact": "Create event on contact, if it exists. Else fallback to lead",
   "salesforce_owner_name_to_change": "Owner name to change",
   "ADD_NEW_STRINGS_ABOVE_THIS_LINE_TO_PREVENT_MERGE_CONFLICTS": "↑↑↑↑↑↑↑↑↑↑↑↑↑ Add your new strings above here ↑↑↑↑↑↑↑↑↑↑↑↑↑↑↑↑↑↑↑↑"
 }

packages/app-store/salesforce/components/EventTypeAppCardInterface.tsx

@@ -27,6 +27,7 @@ const EventTypeAppCard: EventTypeAppCardComponent = function EventTypeAppCard({
   const createEventOn = getAppData("createEventOn") ?? SalesforceRecordEnum.CONTACT;
   const onBookingWriteToEventObject = getAppData("onBookingWriteToEventObject") ?? false;
   const onBookingWriteToEventObjectMap = getAppData("onBookingWriteToEventObjectMap") ?? {};
+  const createEventOnLeadCheckForContact = getAppData("createEventOnLeadCheckForContact") ?? false;
   const onBookingChangeRecordOwner = getAppData("onBookingChangeRecordOwner") ?? false;
   const onBookingChangeRecordOwnerName = getAppData("onBookingChangeRecordOwnerName") ?? [];
   const { t } = useLocale();
@@ -93,6 +94,18 @@ const EventTypeAppCard: EventTypeAppCardComponent = function EventTypeAppCard({
             />
           </div>
         ) : null}
+        {createEventOnSelectedOption.value === SalesforceRecordEnum.LEAD ? (
+          <div>
+            <Switch
+              label={t("salesforce_create_event_on_contact")}
+              labelOnLeading
+              checked={createEventOnLeadCheckForContact}
+              onCheckedChange={(checked) => {
+                setAppData("createEventOnLeadCheckForContact", checked);
+              }}
+            />
+          </div>
+        ) : null}
         {createEventOnSelectedOption.value === SalesforceRecordEnum.ACCOUNT ? (
           <>
             <div className="mb-4">

packages/app-store/salesforce/lib/CrmService.ts

@@ -342,9 +342,27 @@ export default class SalesforceCRMService implements CRM {
     }
     const results = await conn.query(soql);
 
-    if (!results || !results.records.length) return [];
+    let records: ContactRecord[] = [];
 
-    const records = results.records as ContactRecord[];
+    // If falling back to contacts, check for the contact before returning the leads or empty array
+    if (
+      appOptions.createEventOn === SalesforceRecordEnum.LEAD &&
+      appOptions.createEventOnLeadCheckForContact
+    ) {
+      // Get any matching contacts
+      const contactSearch = await conn.query(
+        `SELECT Id, Email, OwnerId FROM ${SalesforceRecordEnum.CONTACT} WHERE Email IN ('${emailArray.join(
+          "','"
+        )}')`
+      );
+
+      if (contactSearch && contactSearch.records.length > 0)
+        records = contactSearch.records as ContactRecord[];
+    } else if (!results || !results.records.length) {
+      return [];
+    }
+
+    if (!records.length) records = results.records as ContactRecord[];
 
     if (includeOwner || forRoundRobinSkip) {
       const ownerIds: Set<string> = new Set();

packages/app-store/salesforce/zod.ts

@@ -15,6 +15,7 @@ export const appDataSchema = eventTypeAppCardZod.extend({
   createLeadIfAccountNull: z.boolean().optional(),
   onBookingWriteToEventObject: z.boolean().optional(),
   onBookingWriteToEventObjectMap: z.record(z.any()).optional(),
+  createEventOnLeadCheckForContact: z.boolean().optional(),
   onBookingChangeRecordOwner: z.boolean().optional(),
   onBookingChangeRecordOwnerName: z.string().optional(),
 });