Salesforce Contact Update VERSION 2


Updates a Salesforce Contact record when given a contact id and field/values to update. 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 (only fields that are not empty are included in the object) which is sent to the Salesforce REST API to update the Contact with those non-empty values. If the update is successful, no results will be returned from 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 updated
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
Contact Id0030H00004mFBNwQAO
SalutationMrs.
First NameTest
Last NameUser
TitleDept Lead
DepartmentSales
Mailing Street1234 Updated Address
Mailing CityNew City
Mailing State/ProvinceCA
Mailing Zip/Postal Code55555
Mailing CountryUSA
Phone555-555-5555
Home Phone555-555-5555
Mobile555-555-5555
Fax555-555-5555
Emailtest.user@acme.com
DescriptionTest User started her position in 2011

Results

This handler does not return any results.


Changelog

Salesforce Contact Update 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 Update V1 (2011-04-28)

* Initial version. See README for details.