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Handler · Version 1

Salesforce Account Retrieve

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About

Retrieves a Salesforce Account record with the given Account Id.

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

  • 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 retrieve the Salesforce record. The handler's return variables are mapped from the Salesforce fields as show here (with the name of the Salesforce field on the left pointing to the name of the corresponding return variable):

    • Name => Account Name
    • Site => Account Site
    • Type => Type
    • Industry => Industry
    • AnnualRevenue => Annual Revenue
    • 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 retrieval
password The password of the account that will be used for record retrieval.
token The security token associated with the account used for record retrieval. 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 Id The Id of the Salesforce Account record that will be retrieved
Results
Name Description
Account Name The Account Name field of the Account record
Account Site The Account Site field of the Account record
Type The Type field of the Account record
Industry The Industry field of the Account record
Annual Revenue The Annual Revenue field of the Account record
Rating The Rating field of the Account record
Phone The Phone field of the Account record
Fax The Fax field of the Account record
Website The Website field of the Account record
Ownership The Ownership field of the Account record
Changelog

SalesforceAccountRetrieve_V1 (2010-04-27)

  • Initial version. See README for details.
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