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.

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

Integrations#

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Typeform + Salesforce

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Update Contact with Salesforce API on New Requests (Payload Only) from HTTP / Webhook API

HTTP / Webhook + Salesforce

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Update Contact with Salesforce API on New Message (Instant) from Discord API

Discord + Salesforce

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Update Contact with Salesforce API on New Message In Channels (Instant) from Slack API

Slack + Salesforce

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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:0.3.0

Key:salesforce_rest_api-update-contact

View on GitHub

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: "0.3.0",
  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.

Label	Prop	Type	Description
Salesforce	`salesforce`	`app`	This component uses the Salesforce app.
Contact ID	`contactId`	`string`	Select a value from the drop down menu.
Contact Description	`Description`	`string`	A description of the contact, up to 32 KB.
Email	`Email`	`string`	The contact's email address.
First Name	`FirstName`	`string`	The contact's first name, up to 40 characters.
Last Name	`LastName`	`string`	The contact's last name, up to 80 characters.
Business Phone	`Phone`	`string`	Phone number for the contact.
See All Props	`useAdvancedProps`	`boolean`	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

More Ways to Use Salesforce#

Triggers#

New Deleted Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected object type is deleted. See the documentation

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New Deleted Record (of Selectable Type) from the Salesforce API

Emit new event (at regular intervals) when a record of arbitrary object type (selected as an input parameter by the user) is deleted. See the docs for more information.

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New Outbound Message (Instant) from the Salesforce API

Emit new event when a new outbound message is received in Salesforce.

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New Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected object type is created. See the documentation

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New Record (of Selectable Type) from the Salesforce API

Emit new event (at regular intervals) when a record of arbitrary object type (selected as an input parameter by the user) is created. See the docs for more information.

Try it