Salesforce Account Create VERSION 2


Creates a Salesforce Account record with the given parameters and returns the Account Id of the created Account 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 an Account object which is sent to the Salesforce REST API to create an Account 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

NameDescription
Account NameSets the Account Name field of the Account record
Account SiteSets the Account Site field of the Account record
TypeSets the Type field of the Account record
IndustrySets the Industry field of the Account record
Annual RevenueSets the Annual Revenue field of the Account record
RatingSets the Rating field of the Account record
PhoneSets the Phone field of the Account record
FaxSets the Fax field of the Account record
WebsiteSets the Website field of the Account record
OwnershipSets the Ownership field of the Account record

Sample Configuration

NameDescription
Account NameTest
Account SiteTestonia
TypeTechnology Partner
IndustryEngineering
Annual Revenue500000
RatingWarm
Phone555-555-5555
Fax555-555-5555
Websitewww.testing.com
OwnershipPrivate

Results

NameSample Result
Account IdThe Id of the Salesforce Account record that was created

Changelog

Salesforce Account Create V2 (2017-09-08)

* 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 Account Create V1 (2010-02-21)

* Initial version. See README for details.