← Salesforce

Update Contact with Salesforce API

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Update Contact with the Salesforce API
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Getting Started

Create a workflow to Update Contact with the Salesforce API. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Configure the Update Contact action
    1. Connect your Salesforce account
    2. Select a Contact ID
    3. Configure docsInfo
    4. Configure dateInfo
    5. Optional- Configure Contact Description
    6. Optional- Configure Email
    7. Optional- Configure First Name
    8. Optional- Configure Last Name
    9. Optional- Configure Business Phone
    10. Optional- Configure See All Props
  2. Select a trigger to run your workflow on HTTP requests, schedules or app events
  3. Deploy the workflow
  4. Send a test event to validate your setup
  5. Turn on the trigger

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Details

This is a pre-built, source-available component from Pipedream's GitHub repo. The component is developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Update Contact on Salesforce
Description:Updates a contact. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_contact.htm)
Version:0.3.1
Key:salesforce_rest_api-update-contact

Code

import common, { getProps } from "../common/base-create-update.mjs";
import contact from "../../common/sobjects/contact.mjs";
import { docsLink } from "../create-contact/create-contact.mjs";

const {
  salesforce, ...props
} = getProps({
  createOrUpdate: "update",
  objType: contact,
  docsLink,
  showDateInfo: true,
});

export default {
  ...common,
  key: "salesforce_rest_api-update-contact",
  name: "Update Contact",
  description: `Updates a contact. [See the documentation](${docsLink})`,
  version: "0.3.1",
  type: "action",
  methods: {
    ...common.methods,
    getObjectType() {
      return "Contact";
    },
    getAdvancedProps() {
      return contact.extraProps;
    },
  },
  props: {
    salesforce,
    contactId: {
      propDefinition: [
        salesforce,
        "recordId",
        () => ({
          objType: "Contact",
          nameField: "Name",
        }),
      ],
      label: "Contact ID",
      description: "The Contact to update.",
    },
    ...props,
  },
  async run({ $ }) {
    /* eslint-disable no-unused-vars */
    const {
      salesforce,
      getAdvancedProps,
      getObjectType,
      getAdditionalFields,
      formatDateTimeProps,
      contactId,
      useAdvancedProps,
      docsInfo,
      dateInfo,
      additionalFields,
      Birthdate,
      ...data
    } = this;
    /* eslint-enable no-unused-vars */
    const response = await salesforce.updateRecord("Contact", {
      $,
      id: contactId,
      data: {
        ...data,
        ...formatDateTimeProps({
          Birthdate,
        }),
        ...getAdditionalFields(),
      },
    });
    $.export(
      "$summary",
      `Successfully updated contact (ID: ${this.contactId})`,
    );
    return response;
  },
};

Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.
LabelPropTypeDescription
SalesforcesalesforceappThis component uses the Salesforce app.
Contact IDcontactIdstringSelect a value from the drop down menu.
Contact DescriptionDescriptionstring

A description of the contact, up to 32 KB.

EmailEmailstring

The contact's email address.

First NameFirstNamestring

The contact's first name, up to 40 characters.

Last NameLastNamestring

The contact's last name, up to 80 characters.

Business PhonePhonestring

Phone number for the contact.

See All PropsuseAdvancedPropsboolean

Set to true to see all available props for this object.

Authentication

Salesforce uses OAuth authentication. When you connect your Salesforce account, Pipedream will open a popup window where you can sign into Salesforce and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Salesforce API.

Pipedream requests the following authorization scopes when you connect your account:

About Salesforce

Web services API for interacting with Salesforce

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