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

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 field of the Account record
Phone Sets the Phone field of the Account record
Fax Sets the Fax field of the Account record
Website Sets the Website field of the Account record
Ownership Sets the Ownership field of the Account record

Sample Configuration

Name Description
Account Name Test
Account Site Testonia
Type Technology Partner
Industry Engineering
Annual Revenue 500000
Rating Warm
Phone 555-555-5555
Fax 555-555-5555
Website www.testing.com
Ownership Private

Results

Name Description
Account Id The 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.


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