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Contacts / Contact Create

  • Article
  • 4 minutes to read

Operation Information

Creates a Salesforce Contact.

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 this contact will be associated with No None provided
Assistant Name assistantName string Assistant Name for the contact No None provided
Assistant Phone assistantPhone string Assistant Phone Number for the contact No None provided
Birthdate birthdate string Birthdate of the contact No None provided
Department department string Department of the contact No None provided
Description description string Description for the contact No None provided
Email email string Email address of the contact No None provided
Fax fax string Fax Number of the contact No None provided
First Name firstName string First Name of the contact No None provided
Home Phone homePhone string Home Phone Number of the contact No None provided
Instance instance string SalesForce Instance Name Yes None provided
Last Name lastName string Last Name of the contact Yes None provided
Lead Source leadSource string Lead source of the contact No Web, Phone Enquiry, Partner Referral, Purchased List, Other
Mailing City mailingCity string Mailing City for the contact No None provided
Mailing Country mailingCountry string Mailing Country for the contact No None provided
Mailing Postal Code mailingPostalCode string Mailing Postal Code for the contact No None provided
Mailing State mailingState string Mailing State for the contact No None provided
Mailing Street mailingStreet string Mailing Street for the contact No None provided
Mobile Phone mobilePhone string Mobile Phone Number of the contact No None provided
Shipping City otherCity string Other City for the contact No None provided
Shipping Country otherCountry string Other Country for the contact No None provided
Other Phone otherPhone string Other Phone Number of the contact No None provided
Shipping Postal Code otherPostalCode string Other Postal Code for the contact No None provided
Other State otherState string Other State for the contact No None provided
Other Street otherStreet string Other Street for the contact No None provided
Phone phone string Phone Number of the contact No None provided
Salutation salutation string Salutation of the contact No Mr., Ms., Mrs., Dr., Prof.
Title title string Title of the contact No None provided

Output Parameters

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