Salesforce Contact Create Version 2

Creates a Salesforce Contact record with the given parameters and returns the Contact Id of the created Contact record. The first thing that the handler does is obtain an access token using the inputted info values, which is used to authenticate the rest of the calls that are made. The parameter inputs are then used to build a Contact object which is sent to the Salesforce REST API to create a Contact with those values.

Where to find the Client ID, Client Secret, Security Token

1. Go to Setup, which is in the dropdown menu under your name in the upper righthand corner.
2. On the left sidebar, your Security Token can be found under Personal Setup > My Personal Information > Reset My Security Token.
3. To get the Client ID and Client Secret, Navigate back to Setup and go to Manage Apps.
4. Create a new Connected App, and fill in the basic information for the app.
5. Check the Enable OAuth Settings checkbox and put https://auth for your callback url.
6. Under selected OAuth scopes, add Access and manage your data (api) to your selected scopes and save.
7. Your Client ID and Client Secret will be found on the app information page that you were redirected to upon saving.

Parameters

Sample Configuration

Results

Changelog

Salesforce Contact Create V2 (2017-09-11)

• Due to Salesforce requiring TLS 1.2, this handler is only compatible with Task

• 4.2.0 and above due to needing a ruby version greater than 2.0.0

• Update Salesforce API version from v20.0 to v37.0

• Updated to fully use the REST API (including authentication)

• Add more logging while executing

Salesforce Contact Create V1 (2011-04-28)

• Initial version. See README for details.

---

Related Handlers

Salesforce Account Create

Creates a Salesforce Account record with the given parameters and returns the Account Id of the created Account record.

Salesforce Account Retrieve

Retrieves a Salesforce Account record with the given Account Id.

Salesforce Case Create

Creates a Salesforce Account Case record with the given parameters and returns the Case Id of the created record. The parameters are mapped directly to their respective fields.

Salesforce Contact Retrieve

Retrieves a Salesforce Contact record with the given Contact Id.

Salesforce Contact Update

Updates a Salesforce Contact record with the given parameters and returns the Contact Id of the updated Contact record.

Salesforce Object Create

Generically creates a Salesforce object given a type and a JSON body.

Salesforce Object Delete

Generically deletes a Salesforce object given a type and an id.

Salesforce Object Retrieve

Generically retrieves a Salesforce object given a type and an id.

Salesforce Object Update

Generically updates a Salesforce object with a given type, id, and JSON body.

Salesforce Opportunity Create

Creates a Salesforce Opportunity record with the given parameters and returns the id of the new Opportunity record.

Salesforce Opportunity Retrieve

Retrieves a Salesforce Opportunity record with the given parameters.

Salesforce Opportunity Update

Updates a Salesforce Opportunity record with the given parameters.

Salesforce Task Create

Create a new task in Salesforce.

Salesforce User Disable

Disables a user account in Salesforce.

Salesforce User Retrieve

Retrieves a Salesforce User record with the given Username.