Salesforce

These tools are provided by the “Salesforce” plugin, which needs to be installed.

Lookup Salesforce Account

This tool looks up a Salesforce account by name.

In the plugin Settings create a new preset to connect to a Salesforce instance with Single Sign-On (SSO) or username/password.

When configuring a tool instance in a project, choose a preset.

The tool can look up the following account attributes: Id, Name, Website, Industry, Phone, Type, BillingCity, BillingCountry.

Test your Lookup Salesforce Account tool in the “Quick test” tab:

{
    "input": {
        "Name": "Account Name"
    },
    "context": {}
}

Create Salesforce Contact

This tool creates a new Salesforce contact.

In the plugin Settings create a new preset to connect to a Salesforce instance with Single Sign-On (SSO) or username/password.

When configuring a tool instance in a project, choose a preset.

The tool can create a contact with a FirstName and LastName, and optionally the following attributes: Salutation, Email, Title, Department, AssistantName, LeadSource, Birthdate, MailingStreet, MailingCity, MailingState, MailingPostalCode, MailingCountry, Phone, MobilePhone, AccountName, Website.

Test your Create Salesforce Contact tool in the “Quick test” tab:

{
    "input": {
        "LastName": "ContactLastName",
        "FirstName": "ContactFirstName",
        "Salutation": "Dr.",
        "Email": "[email protected]",
        "Title": "CTO",
        "Department": "Engineering",
        "AssistantName": "None",
        "LeadSource": "Web",
        "Birthdate": "1990-01-01",
        "MailingStreet": "125 W 25th St",
        "MailingCity": "New York",
        "MailingState": "NY",
        "MailingPostalCode": "12345",
        "MailingCountry": "USA",
        "Phone": "1-800-000-0000",
        "MobilePhone": "1-800-000-0000",
        "AccountName": "Account Name",
        "Website": "company.com"
    },
    "context": {}
}