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Handler · Version 1

Salesforce Contact Create

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About

Creates a Salesforce Contact record with the given parameters and returns the Contact Id of the created Contact 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:

    • Salutation => Salutation
    • First Name => FirstName
    • Last Name => LastName
    • Title => Title
    • Department => Department
    • Mailing Street => MailingStreet
    • Mailing City => MailingCity
    • Mailing State/Province => MailingState
    • Mailing Zip/Postal Code => MailingPostalCode
    • Mailing Country => MailingCountry
    • Phone => Phone
    • Home Phone => HomePhone
    • Mobile => MobilePhone
    • Fax => Fax
    • Email => Email
    • Description => Description
Configurations
Name Description Sample
username The username of the account that will be used for record manipulation.
password The password of the account that will be used for record manipulation
token The security token associated with the account used for record manipulation 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
Salutation Sets the Salutation field of the Contact record
First Name Sets the First Name field of the Contact record
Last Name Sets the Last Name field of the Contact record
Title Sets the Title field of the Contact record
Department Sets the Department field of the Contact record
Mailing Street Sets the Mailing Street field of the Contact record
Mailing City Sets the Mailing City field of the Contact record
Mailing State/Province Sets the Mailing State/Province field of the Contact record
Mailing Zip/Postal Code Sets the Mailing Zip/Postal Code field of the Contact record
Mailing Country Sets the Mailing Country field of the Contact record
Phone Sets the Phone field of the Contact record
Home Phone Sets the Home Phone field of the Contact record
Mobile Sets the Mobile field of the Contact record
Fax Sets the Fax field of the Contact record
Email Sets the Email field of the Contact record
Description Sets the Description field of the Contact record
Results
Name Description
Contact Id The Id of the Salesforce Contact record that was created
Changelog

SalesforceContactCreate_V1 (2011-04-28)

  • Initial version. See README for details.
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