Update Contact

This activity helps the user to update the specific contact ID in the salesforce 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.

Contact Owner ID: Specify the contact owner ID to which the contact needs to be reassigned. It offers multiple ways to choose the Contact Owner ID. Refer the above properties to view the option. 

Contact ID: *Specify the contact ID against where the contact of the individual needs to be updated. It offers multiple ways to choose the Contact ID. Refer the above properties to view the option.

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

Email: Specify the email account of the contact to be updated. It accepts values in “String” datatype.

First name: Specify the first name of the contact to be updated. It accepts values in “String” datatype.

Last Name: Specify the last name of the contact to be updated. It accepts values in “String” datatype.

Mailing City: Specifies to provide the city to which contact needs to be mailed. It accepts values in “String” datatype. 

Mailing Country: Specifies to provide the country to which contact needs to be mailed. It accepts values in “String” datatype. 

Mailing Postal code: Specifies to provide the postal code of the city to which the contact needs to be mailed. It accepts values in “String” datatype. 

Mailing Street: Specifies to provide the street address of the contact needs to be mailed. It accepts values in “String” datatype.

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

Salutation: Specifies to select the salutation to address the contact being updated. It offers multiple ways to choose the Salutations. 

Title: Specify the designation of the contact to be updated. It accepts values in “String” datatype. 

MISC

DisplayName: Displays the name of the activity. The activity name can be customized, which aids in troubleshooting.

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 update. The configured properties will appear in the activity’s properties panel, allowing you to provide the necessary input.