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Accounts / Account Update

  • Article
  • 4 minutes to read

Operation Information

Updates a Salesforce Account.

This is a Premium Integration.

Authentication

This operation requires authentication, the details of which can be securely stored on your instance in a KeySafe Key of type oAuth 2.0.

To create a key of this type:

  • In the Configuration area of your Hornbill instance, navigate to Platform Configuration > Security > KeySafe;
  • Click on the + Create New Key button;
  • On the resulting Create New Key form, choose oAuth 2.0 in the Type pick list;
  • Give the oAuth 2.0 KeySafe key a Title (this is the name / identifier for the oAuth 2.0 account as you will see it when using the cloud automation node in your workflows);
  • Optionally populate the Description field;
  • Populate the following fields accordingly, then click the Create Key button to create your new key:
Name Type Description
Client Id string Application Client Id
Client Secret string Application Client Secret
oAuth Scope string Application oAuth Scope
Authorize URL string Application Authorize URL
Access URL string Application Access UR
Response Type string Application Response Type
Additional Params string Application Additional Params
Additional Access Token Params string Application Additional Access Token Request Params
Grant Type string Application Grant Type
Refresh URL string Application Refresh URL
Refresh Grant Type string Application Refresh Grant Type
Refresh Body string Application Refresh Body
Revoke URL string Token Revoke URL
Token string Authentication Token
Refresh Token string Refresh Token
API Endpoint string Optional API Endpoint

Tip

Client ID and Client Secret should be populated with a valid Consumer Key and Consumer Secret. Values for the Authorize, Access, Refresh and Revoke URLs can be found on the Salesforce website.

Revoking Access

If at any point you wish to revoke access to any of the above accounts from your Hornbill instance, just delete the relevant KeySafe key(s) from the KeySafe list.

Warning

This will revoke the rights of any existing Cloud Automation Node in your Hornbill Workflows that are using the revoked oAuth 2.0 account, so you will need to manage these workflows accordingly.

Input Parameters

Display Name ID Type Description Required Supported Values
Account Id accountId string Id of the account Yes None provided
Account Number accountNumber string Number of the account No None provided
Active active string Is the Account Active No Yes, No
Annual Revenue annualRevenue number Annual Revenue for the account No None provided
Billing City billingCity string Billing City for the account No None provided
Billing Country billingCountry string Billing Country for the account No None provided
Billing Postal Code billingPostalCode string Billing Postal Code for the account No None provided
Billing State billingState string Billing State for the account No None provided
Billing Street billingStreet string Billing Street for the account No None provided
Customer Priority customerPriority string Customer Priority for the account No High, Low, Medium
Description description string Description for the account No None provided
Fax fax string Fax Number of the account No None provided
Industry industry string Industry for the account No Agriculture, Apparel, Banking, Biotechnology, Chemicals, Communications, Construction, Consulting, Education, Electronics, Energy, Engineering, Entertainment, Environmental, Finance, Food & Beverage, Government, Healthcare, Hospitality, Insurance, Machinery, Manufacturing, Media, Not For Profit, Recreation, Retail, Shipping, Technology, Telecommunications, Transportation, Utilities, Other
Instance instance string SalesForce Instance Name Yes None provided
Account Name name string Name of the account No None provided
Number of Employees numberOfEmployees number Number of Employees for the account No None provided
Ownership ownership string Ownership for the account No Public, Private, Subsidiary, Other
Phone phone string Phone Number of the account No None provided
Type rating string Rating of the account No Hot, Warm, Cold
Shipping City shippingCity string Shipping City for the account No None provided
Shipping Country shippingCountry string Shipping Country for the account No None provided
Shipping Postal Code shippingPostalCode string Shipping Postal Code for the account No None provided
Shipping State shippingState string Shipping State for the account No None provided
Billing Street shippingStreet string Billing Street for the account No None provided
SIC Code sic string Standard Industrial Classification (SIC) Code for the account No None provided
Account Site site string Site of the account No None provided
Ticker Symbol tickerSymbol string Ticker Symbol for the account No None provided
Type type string Type of the account No Prospect, Customer - Direct, Customer - Channel, Channel Partner / Reseller, Installation Partner, Technology Partner, Other
Website website string Website of the account No None provided

Output Parameters

Display Name ID Type Description
Id id string Id of the account that was generated
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