DriveWorks Pro 17: Create A New Account In Salesforce [send feedback...]

Create A New Account In Salesforce

This Specification Macro Task creates a New Account in Salesforce.

Properties

Property NameDescription
TitleChanges the Title (not the name) of the Task.
Billing CityThis is the City portion of Billing address. This text string can be up to 40 characters in length.
Billing StateThis is the State or province portion of the Billing address. This text string can be up to 80 characters in length.
Billing StreetThis is the Street portion of the Billing address. This text string can be up to 255 characters in length.
Billing Postal CodeThis is the Postal/ZIP Code portion of the Billing address. This text string can be up to 20 characters in length.
Billing countryThis is the Country portion of the Billing address. This text string can be up to 80 characters in length.
Account DescriptionThis is the Description for the account being created.
FaxThis is the Account's Fax number.
IndustryThis is the name of the industry the Account is in. For example Engineering or Finance.
Account NameThis is the name to give the Account.
Number Of EmployeesThis is the number of Employees employed by the Account.
PhoneThis is the Account's main Phone number.
WebsiteThis is the Account's website.
TypeThis is the Type classification for the Account.
Shipping CityThis is the City portion of Shipping address. This text string can be up to 40 characters in length.
Shipping StateThis is the State or province portion of the shipping address. This text string can be up to 80 characters in length.
Shipping StreetThis is the Street portion of the shipping address. This text string can be up to 255 characters in length.
Shipping Postal CodeThis is the Postal Code/ZIP Code portion of the Shipping address. This text string can be up to 20 characters in length. as text.
Shipping CountryThis is the Country portion of the Shipping address. This text string can be up to 80 characters in length..
Annual RevenueThis is the estimated Annual Revenue of the Account.
Custom Data

Data for custom fields in the format CustField1=Custvalue1|CustField2=CustValue2 (Not Required).

For custom fields, created in SalesForce, the end of the field name is to be suffixed with __c.

For example:

DateAdded__c=value

Note - there are two underscores before the c.

Return ConstantThe name of the Constant that the new Account ID will be posted to.
For more information on permitted Entity Names (Standard Objects) and the Custom Data (Standard Fields) that are required, please see:

Salesforce SOAP API Developer Guide.

Example

When this Task is added the properties are static. To be able to build rules on a static properties see How To: Change A Static Property To A Dynamic Property.

Property NameExample RuleExample ResultMeaning
Billing City"Warrington"WarringtonThis is the City portion of the Billing address.
Billing State"Cheshire"CheshireThis is the State portion of the Billing address.
Billing Street"Crompton Way"Crompton WayThis is the Street portion of the Billing address.
Billing Postal Code"WA65 4IP"WA65 4IPThis is the Post/ZIP code portion of the Billing address.
Billing Country"United Kingdom"United KingdomThis is the Country portion of the Billing address.
Account Description"Railway Engineering firm specializing in refitting and renovation based in Cheshire, England."Railway Engineering firm specializing in refitting and renovation based in Cheshire, England.This is the Description for the Account.
Fax"0987654321"0987654321This is the Fax number for the Account.
Industry"Railway Engineering"Railway EngineeringThis is a description of the Industry the Account is in.
Account Name"North West Rail Technologies"North West Rail TechnologiesThis is the name of the account. This in most cases will be the name of the company.
Number Of Employees"25"25This is the number of employees that the Account employs.
Phone"0123456789"0123456789This is the Phone number of the Account.
Website"www.nwrt.co.uk"www.nwrt.co.ukThis is the Website for the Account that is being added.
Type"Customer"CustomerThis is type for the Account that is being added. For example Customer or Partner.
Shipping City"Warrington"WarringtonThis is the City portion of the Shipping address.
Shipping State"Cheshire"CheshireThis is the State/County portion of the Shipping address.
Shipping Street"Crompton Way"Crompton WayThis is the Street portion of the Shipping address.
Shipping Postal Code"WA65 4IP"WA65 4IPThis is the Post/ZIP code portion of the Shipping address.
Shipping Country"United Kingdom"United KingdomThis is the Country portion of the Shipping address.
Annual Revenue"2500000"2500000This is the value for the estimated annual turnover for the Account being added.
Custom Data"RecoveryEmail__C=administrator@nwrt.co.uk"RecoveryEmail__C=administrator@nwrt.co.uk

This will populate the custom field RecoveryEmail with an email.

Custom field suffix

Please see the caution for the Custom Data property in the Properties table above, regarding using a suffix for Custom Fields.

Return Constant"DWConstantCreatedAccountId"DWConstantCreatedAccountIdThis is the name of the Constant that the Task will report back to with the newly created Id for the Account that has just been created.

Using the Task in a Specification Macro

This task has different types of Outputs. For more information about Outputs see Specification Macros Task Node.

Outputs are only available within Specification Macros. Currently Outputs are not available for Specification Flow.

Status Outputs

This task supports Status Outputs. These can be used to perform different actions depending on what the status outcome of the task is. For more information see Status Outputs in the Task Node Outputs section of Specification Macros Task Node.

The status output navigation is as follows:

Success

  • The account was created in Salesforce.

Success with Warnings

  • N/A - should never be fulfilled.

Failed (one of the following occurred)

  • Connection with Salesforce could not be established (For example incorrect Salesforce username specified in SalesForceUsername field).
  • Task exited with error (For example incorrect field name specified in a property field).

Data Outputs

Record ID - the task will return the Record ID of the entity that has been created or updated.

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