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

Create A New Contact In SalesForce

This Specification Macro Task will create a New Contact in Salesforce.

Properties

Property NameDescription
TitleChanges the Title (not the name) of the Task.
AssistantNameThe Contacts Assistant Name (Optional).
AssistantPhoneThe Phone Number for the Contacts Assistant (Optional).
DepartmentThe Department the Contact works in (Optional).
DescriptionThe Contacts Description (Optional).
EmailThe Contacts Email Address (Optional).
FaxThe Contacts Fax Number (Optional).
Mailing CityThe City portion of the Contacts Mailing address (Optional).
Mailing CountryThe Country portion of the Contacts Mailing address (Optional).
Mailing StateThe State portion of the Contacts Mailing address (Optional).
Mailing StreetThe Street portion of the Contacts Mailing address (Optional).
Mailing Postal CodeThe Post/ZIP code portion of the Contacts Mailing address (Optional).
MobilePhoneThe Contacts Mobile Phone Number (Optional).
FirstNameThe Contacts First Name (Optional).
LastNameThe Contacts Last Name .
SalutationThe Salutation to use for the Contact. For example Mr, Mrs, Ms (Optional).
PhoneThe Contacts Phone Number (Optional).
TitleThe Contacts Job Title (Optional).
AccountIDThe Id of the Account to add this Contact to. Not adding an AccountId will simply add the Contact but not attach it to an account (Optional).
Reports ToThe Contact Id of the person to which this contact Reports to in there business. Leave blank if this Contact is the top of the hierarchy. (Optional).
Lead SourceThis is the Lead Source that lead to this Contact. For example Web or Partner (Optional).
Birth DateThe Contacts Date of Birth in the format YYYY-MM-DD.
Other CityThe City portion of the Contacts Other address (Optional).
Other CountryThe Country portion of the Contacts Other address (Optional).
Other StateThe State portion of the Contacts Other address (Optional).
Other StreetThe Street portion of the Contacts Other address (Optional).
Other Postal CodeThe Post/ZIP code portion of the Contacts Other address (Optional).
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 Contact 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
AssistantName"Alex Jackson"Alex JacksonThis is the name of the Contacts assistant.
AssistantPhone"01234567891"01234567891This is the Telephone number for the Contacts assistant.
Department"Engineering"EngineeringThis is the Department the Contact works in.
Description"Manages the design team for NWRT"Manages the design team for NWRTThis is a description of the Contact.
Email"frankjackson@nwrt.co.uk"frankjackson@nwrt.co.ukThis is the Contacts Email.
Fax"0123321123"0123321123This is the Contacts Fax number.
Mailing City"Warrington"WarringtonThis is the City portion of the Contacts Mailing address.
Mailing Country"United Kingdom"United KingdomThis is the Country portion of the Contacts Mailing address.
Mailing State"Cheshire"CheshireThis is the State/County portion of the Contacts Mailing address.
Mailing Street"Crompton Way"Crompton WayThis is the Street portion of the Contacts Mailing address.
Mailing Postal Code"WA65 4IP"WA65 4IPThis is the Post/ZIP code portion of the Contacts Mailing address.
MobilePhone"07700900077"07700900077This is the mobile phone number for the Contact.
FirstNAme"Frank"FrankThis is the Contacts First Name.
LastName"Jackson"JacksonThis is the Contacts Last Name.
Salutation"Mr"MrThis is the Salutation to use for the Contact.
Phone"09876543211"09876543211This is the Contacts Phone number
Title"Design Team Manager"Design Team ManagerThis is the Contacts Job title.
AccountIDAccountIdReturn0011t000003krq7AAAThis is the Account Id to add the Contact to.
Reports To"0031t000002rOj4AAE"0031t000002rOj4AAEThis is the Contact Id of the person that the Contact reports to.
Lead Source"Web"WebThis is the lead source of where the Contact came from.
Birth Date"1966-07-30"1966-07-30This is the Contacts birthday.
Other City"Glasgow"GlasgowThis is the City portion of the Contacts other address.
Other Country"Scotland"ScotlandThis is the Country portion of the Contacts Other address.
Other State"Lanarkshire"LanarkshireThis is the State/County portion of the Contacts Other address.
Other Street"Peak Lane"Peak LaneThis is the Street portion of the Contacts Other address.
Other Postal Code"G1 0NK"G1 0NKThis is the Post/ZIP code portion of the Contacts Other address.
Custom Data"RecoveryEmail__C=frankm@mymail.co.uk"RecoveryEmail__C=frankm@mymail.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"DWConstantCreatedContact"DWConstantCreatedContactThis is the name of the Constant that the Task will report back to with the newly created Id for the Contact 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 contact 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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