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

NameDescription
SalutationSets the Salutation field of the Contact record
First NameSets the First Name field of the Contact record
Last NameSets the Last Name field of the Contact record
TitleSets the Title field of the Contact record
DepartmentSets the Department field of the Contact record
Mailing StreetSets the Mailing Street field of the Contact record
Mailing CitySets the Mailing City field of the Contact record
Mailing State/ProvinceSets the Mailing State/Province field of the Contact record
Mailing Zip/Postal CodeSets the Mailing Zip/Postal Code field of the Contact record
Mailing CountrySets the Mailing Country field of the Contact record
PhoneSets the Phone field of the Contact record
Home PhoneSets the Home Phone field of the Contact record
MobileSets the Mobile field of the Contact record
FaxSets the Fax field of the Contact record
EmailSets the Email field of the Contact record
DescriptionSets the Description field of the Contact record

Sample Configuration

NameDescription
SalutationMr
First NameTest
Last NameUser
TitleDepartment Lead
DepartmentDeveloper
Mailing Street1234 Cherry Ln
Mailing CitySt Paul
Mailing State/ProvinceMN
Mailing Zip/Postal Code55101
Mailing CountryUSA
Phone555-555-5555
Home Phone555-555-5555
Mobile444-444-4444
Fax333-333-3333
Emailtest.user@acme.com
DescriptionA test user

Results

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

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.