Create Contact

This activity helps the user to create a new contact for the salesforce account. It represents the individuals who are associated with the account. 

Properties

Configuration

Each activity requires a connection with Salesforce authentication. Once you select the respective project name where Salesforce has been authenticated, the activity will automatically retrieve the available connections for that project.

Below are the properties available after the project has been integrated:

Salesforce: *This parameter indicates the account name associated with the integration.

INPUT

Account ID: *Specify account ID against where the contact of the individual needs to be associated. It offers multiple ways to choose the account ID:
1. Browse Option: When selecting the dropdown option, it will automatically list the accounts available for the connected salesforce account. The user must manually select the account each time when using this option.
2. Three-Line Menu: Clicking on the “Three lines” icon will open a context menu with the following two options.
a. Force Refresh: Refreshes the selected account.
b. Clear Values: It will clear the account ID chosen and allows you to choose another account. 
c. Use Variable: Allows you to provide the “Account ID” as a variable in “String” format. You can either hardcode the values as a string or use a variable of the “String” datatype.

Description: Specifies to provide description for the contact being created. It accepts values in “String” datatype.

Email: Specify the email account of the contact being created. It accepts values in “String” datatype.

First name: Specify the first name of the contact being created. It accepts values in “String” datatype.

Last Name: Specify the last name of the contact being created. It accepts values in “String” datatype.

Phone: Specify the phone number of the contact being created. It accepts values in “String” datatype. 

Salutation: Specifies to select the salutation to address the contact being created. It offers multiple ways to choose the account ID:
1. Browse Option: When selecting the dropdown option, it will automatically list the salutations.
2. Three-Line Menu: Clicking on the “Three lines” icon will open a context menu with the following two options.
a. Force Refresh: Refreshes the selected salutation.
b. Clear Values: It will clear the value chosen and allows you to choose another value. 
c. Use Variable: Allows you to provide the “Salutation” as a variable in “String” format. You can either hardcode the values as a string or use a variable of the “String” datatype.

Title: Specify the designation of the contact being created. It accepts values in “String” datatype.

MISC

SkipOnError: Specify the “Boolean” value as “True” or “False.”
True: Continue executing the workflow regardless of any errors thrown.
False: Halt the workflow if it encounters any errors.
None: If the option is left blank, the activity will, by default, behave as if “False” were chosen.

Version: It indicates the version of the feature being used. 

Manage Properties

Use this option to select and customize the standard fields for account creation. The configured properties will appear in the activity’s properties panel, allowing you to provide the necessary input. 

OPTIONS

Creation Source: This option will create the contact with the inputs provided in the activity without any additional inputs. Select the option as “Auto create” to automatically create the contacts with only the provided inputs. 

OUTPUT

Contact: It helps to view the details of the contact created, curated by custom class of Salesforce API. Click here to know how to view the output.

ID: It helps to return the unique identifier of the contact created in salesforce in “String” datatype.

Result: This parameter allows you to view the execution status of the activity and returns a value in “Boolean.”
True: Indicates that the activity has been executed successfully without any errors.
False: Indicates that the activity has been unsuccessful due to an unexpected error being thrown.

* Represents mandatory fields to execute the workflow.