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Handler · Version 2

Salesforce Account Retrieve

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About

Retrieves a Salesforce Account's information based on the inputted 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 account id is then used to build a URL to retrieve the account information, which is then formatted and returned as XML results. If the account 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.
Configurations
Name Description Sample
username The username/email used to log into Salesforce.
password The password used to log into Salesforce. *********
security_token A security token that is appended onto the end of the password. Can be obtained from Salesforce by going to 'Reset my Security Token' under personal settings. *********
client_id The client id of the application. Found under Manage Apps in setup.
client_secret The client secret of the application. Found under Manage Apps in setup. *********
enable_debug_logging Enable debug logging if the value is set to 'Yes'. No
Parameters
Name Description Sample
Account Id The Id of the Salesforce Account record that will be retrieved 001i000000Clpmm
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

Salesforce Account 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 Account Retrieve V1 (2010-04-27)

  • Initial version. See README for details.
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