Salesforce / Create or Update Contact and Account

appKey: salesforce

actionKey: create-or-update-contact-and-account

Action Inputs

The following parameters are available when configuring this action:

Account

{
  name: string
  accountNumber?: string
  annualRevenue?: string
  billingCity?: string
  billingCountry?: string
  billingPostalCode?: string
  billingState?: string
  billingStreet?: string
  description?: string
  fax?: string
  industry?: string
  numberOfEmployees?: string
  phone?: string
  rating?: string
  sic?: string
  sicDesc?: string
  shippingCity?: string
  shippingCountry?: string
  shippingPostalCode?: string
  shippingState?: string
  shippingStreet?: string
  site?: string
  type?: string
  website?: string
}

findMethod

Select Contact

'filter' | 'select'

lastName

Last Name

string

accountFilter

Search by

string | undefined

accountFilterValue

Search value

The value to search for against the selected filter.

string | undefined

accountFindMethod

Account Find Method

The method to search for the account to connect the Contact to. Accepted values: filter | select

('filter' | 'select') | undefined

accountId

Account

The account to associate the contact with.

Required if accountFindMethod is select

string | undefined

accountOptionalFieldsAccount Optional Fields

Loaded dynamically from a user's salesforce account. Includes both optional and custom fields.

Record<string, string | Array<string> | boolean> | undefined

accountRecordTypeIdAccount Record Type Id

string | undefined

birthdateBirthdate

string | undefined

contactContact

string | undefined

departmentDepartment

string | undefined

descriptionDescription

string | undefined

emailEmail

string | undefined

faxFax

string | undefined

filterSearch by

string | undefined

filterValueSearch value

string | undefined

firstNameFirst Name

string | undefined

homePhoneHome Phone

string | undefined

lastCURequestDateLast Stay-in-Touch Request Date

string | undefined

lastCUUpdateDateLast Stay-in-Touch Save Date

string | undefined

mailingCityCity

string | undefined

mailingCountryCountry

string | undefined

mailingPostalCodePostal/Zip Code

string | undefined

mailingStateState

string | undefined

mailingStreetStreet

string | undefined

mobilePhoneMobile Phone

string | undefined

optionalFieldsOptional Fields

Loaded dynamically from a user's Salesforce account. Includes both optional and custom fields.

Record<string, string | Array<string> | boolean> | undefined

otherCityCity

string | undefined

otherCountryCountry

string | undefined

otherPhoneOther Phone

string | undefined

otherPostalCodePostal/Zip Code

string | undefined

otherStateState

string | undefined

otherStreetStreet

string | undefined

phonePhone

string | undefined

recordTypeIdRecord Type Id

string | undefined

salutationSalutation

string | undefined

titleTitle

string | undefined