This article covers the Salesforce workflow actions for searching, creating, and updating Contact and Account records. For Lead actions, see how to manage leads in Salesforce from HappyFox Workflows. For Opportunities and generic object actions, see how to manage opportunities and generic Salesforce objects from HappyFox Workflows.
Validation note legend
| Term | Meaning |
|---|---|
| Required | The workflow cannot run this step without a value. |
| Optional | The field can be left blank; the action will still run. |
| Text | A plain string of characters. |
| List of extra fields | A list of key/value pairs used to set additional Salesforce fields beyond the standard ones. Each entry has a Key (the Salesforce field API name) and a Value. |
Contact Actions
Search for a Contact
Searches Salesforce for a Contact record matching the given email address and returns the first result found.
| Field | Description | Validation |
|---|---|---|
| The email address to search for in Salesforce Contacts. | Required · Text |
Create a Contact
Creates a new Contact record in Salesforce. At minimum, the first name, last name, and the Account the contact belongs to are required.
| Field | Description | Validation |
|---|---|---|
| First Name | The contact's first name. | Required · Text |
| Last Name | The contact's last name. | Required · Text |
| Account ID | The Salesforce record ID of the Account this contact belongs to. | Required · Text |
| Extra Fields | Additional Salesforce Contact fields to populate. Each entry has a Key and a Value. | Optional · List of extra fields |
Update a Contact
Updates an existing Contact record in Salesforce, identified by its record ID.
| Field | Description | Validation |
|---|---|---|
| Contact ID | The Salesforce record ID of the Contact to update. | Required · Text |
| Extra Fields | The Salesforce Contact fields to update. Each entry has a Key and a Value. | Optional · List of extra fields |
Account Actions
Search for an Account
Searches Salesforce for an Account record matching the given name and returns the first result found.
| Field | Description | Validation |
|---|---|---|
| Name | The account name to search for in Salesforce. | Required · Text |
Create an Account in Salesforce
Creates a new Account record in Salesforce with the provided account name, plus any additional Salesforce Account fields.
| Field | Description | Validation |
|---|---|---|
| Name | The name of the new Salesforce Account. | Required · Text |
| Extra Fields | Additional Salesforce Account fields to populate. Each entry has a Key and a Value. | Optional · List of extra fields |
Update an Account in Salesforce
Updates an existing Account record in Salesforce, identified by its record ID.
| Field | Description | Validation |
|---|---|---|
| Account ID | The Salesforce record ID of the Account to update. | Required · Text |
| Extra Fields | The Salesforce Account fields to update. Each entry has a Key and a Value. | Optional · List of extra fields |
Your workflow can now search, create, and update Salesforce Contacts and Accounts. Next, see how to manage opportunities and generic Salesforce objects from HappyFox Workflows to cover the rest of the core Salesforce object actions.