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Salesforce Account Create

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

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salesforce_account_create_v1.zip

Detailed Description

Creates a Salesforce Account record with the given parameters and returns the
Account Id of the created Account record.
 
This handler essentially has two phases: authentication and record creation.
 
* The handler uses the SOAP API login method to retrieve the authentication
  details that are required for making the REST API requests.  The required
  authentication values are instance and session id, these two values are
  retrieved by the login() helper method in the handler.
 
* The handler uses the REST API to create the Salesforce record.  The Salesforce
  record simply contains mappings provided by the @field_values instance
  variable.  The handler's parameters are mapped to Salesforce fields in the
  node.xml as show here:
  - Account Name   => Name
  - Account Site   => Site
  - Type           => Type
  - Industry       => Industry
  - Annual Revenue => AnnualRevenue
  - Rating         => Rating
  - Phone          => Phone
  - Fax            => Fax
  - Website        => Website
  - Ownership      => Ownership

Parameters

Name Description
Account Name Sets the Account Name field of the Account record
Account Site   Sets the Account Site field of the Account record
Type   Sets the Type field of the Account record
Industry   Sets the Industry field of the Account record
Annual Revenue Sets the annual revenue field of the Account record
Rating Sets the rating of the account record
Phone Sets the phone field of the account record
Fax Sets the fax number of the account record
Website Sets the website of the account record
Ownership Sets the ownersip record of the account record

Sample Configuration

Parameter Example Configuration
Account Name <%=@answer['Account Name']%>
Account Site <%=@answer['Account Site']%>
Type <%=@answer['Type']%>
Industry <%=@answer['Industry']%>
Annual Revenue <%=@answer['Annual Review']%>
Rating <%=@answer['Rating']%>
Phone <%=@answer['Phone']%>
Fax <%=@answer['Fax']%>
Website <%=@answer['Website']%>
Ownership <%=@answer['Ownership']%>

Results

Name Description
Account ID   The Id of the Salesforce Account record that was created

Change Log

Version Date Description
V1 2010-01-21 Initial Version