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Handler · Version 1

Salesforce Account Create

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About

Creates a Salesforce Account record with the given parameters and returns the Account Id of the created Account record.

This handler essentially has two phases: authentication and record creation.

  • The handler uses the SOAP API login method to retrieve the authentication details that are required for making the REST API requests. The required authentication values are instance and session id, these two values are retrieved by the login() helper method in the handler.

  • The handler uses the REST API to create the Salesforce record. The Salesforce record simply contains mappings provided by the @field_values instance variable. The handler's parameters are mapped to Salesforce fields in the node.xml as show here:

    • Account Name => Name
    • Account Site => Site
    • Type => Type
    • Industry => Industry
    • Annual Revenue => AnnualRevenue
    • Rating => Rating
    • Phone => Phone
    • Fax => Fax
    • Website => Website
    • Ownership => Ownership
Configurations
Name Description Sample
username The username of the account that will be used for record creation.
password The password of the account that will be used for record creation.
token The security token associated with the account used for record creation. To reset this value, log into Saleforce using the desired account and navigate to Setup -> My Personal Information -> Reset Security Token. A new token will be emailed to you.
Parameters
Name Description Sample
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
Results
Name Description
Account Id The Id of the Salesforce Account record that was created
Changelog

SalesforceAccountCreate_V1 (2010-02-21)

  • Initial version. See README for details.
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