Salesforce Contact Retrieve Version 2

Retrieves a Salesforce Contact's information based on the inputted contact id. 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 inputted contact id is then used to build a URL to retrieve the contact information, which is then formatted and returned as XML results. If the contact id cannot be found or any other errors are encountered, they will be caught and raised by the handler.

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

Name Description
Contact Id The Id of the Salesforce Contact record that will be retrieved

Sample Configuration

Name Description
Contact Id 0030H00004mFBNwQAO

Results

Name Description
Salutation The Salutation field of the Contact record
First Name The First Name field of the Contact record
Last Name The Last Name field of the Contact record
Title The Title field of the Contact record
Department The Department field of the Contact record
Mailing Street The Mailing Street field of the Contact record
Mailing City The Mailing City field of the Contact record
Mailing State/Province The Mailing State/Province field of the Contact record
Mailing Zip/Postal Code The Mailing Zip/Postal Code field of the Contact record
Mailing Country The Mailing Country field of the Contact record
Phone The Phone field of the Contact record
Home Phone The Home Phone field of the Contact record
Mobile The Mobile field of the Contact record
Fax The Fax field of the Contact record
Email The Email field of the Contact record
Description The Description field of the Contact record

Changelog

Salesforce Contact Retrieve 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 Retrieve V1 (2010-04-28)

  • 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 Create
Creates a Salesforce Contact record with the given parameters and returns the Contact Id of the created Contact record.
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.

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