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Handler · Version 2

Salesforce Contact Update

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About

Updates a Salesforce Contact record when given a contact id and field/values to update. 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 a Contact object (only fields that are not empty are included in the object) which is sent to the Salesforce REST API to update the Contact with those non-empty values. If the update is successful, no results will be returned from 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
Contact Id The Id of the Salesforce Contact record that will be updated 0030H00004mFBNwQAO
Salutation Sets the Salutation field of the Contact record Mrs.
First Name Sets the First Name field of the Contact record Test
Last Name Sets the Last Name field of the Contact record User
Title Sets the Title field of the Contact record Dept Lead
Department Sets the Department field of the Contact record Sales
Mailing Street Sets the Mailing Street field of the Contact record 1234 Updated Address
Mailing City Sets the Mailing City field of the Contact record New City
Mailing State/Province Sets the Mailing State/Province field of the Contact record CA
Mailing Zip/Postal Code Sets the Mailing Zip/Postal Code field of the Contact record 55555
Mailing Country Sets the Mailing Country field of the Contact record USA
Phone Sets the Phone field of the Contact record 555-555-5555
Home Phone Sets the Home Phone field of the Contact record 555-555-5555
Mobile Sets the Mobile field of the Contact record 555-555-5555
Fax Sets the Fax field of the Contact record 555-555-5555
Email Sets the Email field of the Contact record test.user@acme.com
Description Sets the Description field of the Contact record Test User started her position in 2011
Changelog

Salesforce Contact Update 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 Contact Update V1 (2011-04-28)

  • Initial version. See README for details.
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