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

NameDescription
Contact IdThe Id of the Salesforce Contact record that will be retrieved

Sample Configuration

NameDescription
Contact Id0030H00004mFBNwQAO

Results

NameSample Result
SalutationThe Salutation field of the Contact record
First NameThe First Name field of the Contact record
Last NameThe Last Name field of the Contact record
TitleThe Title field of the Contact record
DepartmentThe Department field of the Contact record
Mailing StreetThe Mailing Street field of the Contact record
Mailing CityThe Mailing City field of the Contact record
Mailing State/ProvinceThe Mailing State/Province field of the Contact record
Mailing Zip/Postal CodeThe Mailing Zip/Postal Code field of the Contact record
Mailing CountryThe Mailing Country field of the Contact record
PhoneThe Phone field of the Contact record
Home PhoneThe Home Phone field of the Contact record
MobileThe Mobile field of the Contact record
FaxThe Fax field of the Contact record
EmailThe Email field of the Contact record
DescriptionThe 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.