Contact Type

This guide outlines various operations you can perform for managing Contacts in Salesforce using the Salesforce connector. These operations facilitate automation and improve your contact management processes.

1. Add Contact To Campaign Operation
   Overview
   Automate the addition of a Contact to a specific Campaign.

Contact ID: Specify the unique identifier of the Contact (String, required).
Campaign ID: Specify the unique identifier of the Campaign (String, required).
Example JSON Payload
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{
"ContactID": "0031t00001XYZ123456",
"CampaignID": "7011t00000ABC123456"
}

2. Add Note To Contact Operation
   Overview
   Add a note to an existing Contact.

Contact ID: Specify the unique identifier of the Contact (String, required).
Note: Input the content of the note (String, required).
Example JSON Payload
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{
"ContactID": "0031t00001XYZ123456",
"Note": "Follow up on recent purchase."
}

3. Create Contact Operation
   Overview
   Automate the creation of a new Contact in Salesforce.

First Name: The first name of the Contact (String, required).
Last Name: The last name of the Contact (String, required).
Email: The email address of the Contact (String, optional).
Phone: The phone number of the Contact (String, optional).
Example JSON Payload
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{
"FirstName": "John",
"LastName": "Doe",
"Email": "[email protected]",
"Phone": "123-456-7890"
}

4. Delete Contact Operation
   Overview
   Automate the deletion of an existing Contact.

Contact ID: Specify the unique identifier of the Contact to delete (String, required).
Example JSON Payload
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{
"ContactID": "0031t00001XYZ123456"
}

5. Get Contact Operation
   Overview
   Retrieve detailed information about a specific Contact.

Contact ID: Specify the unique identifier of the Contact (String, required).
Example JSON Payload
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{
"ContactID": "0031t00001XYZ123456"
}

6. Get Many Contacts Operation
   Overview
   Fetch multiple Contacts based on specified criteria.

Filters (Optional): Define criteria to filter Contacts (Object).
Example JSON Payload
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{
"Filters": {
"Email": "example.com"
}
}

7. Get Summary Operation
   Overview
   Obtain a summary of all Contacts you have access to.

User ID (Optional): Specify a User ID to filter Contacts (String).
Filters (Optional): Additional filtering criteria (Object).
Example JSON Payload
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{
"UserID": "0051t000000XYZ123456",
"Filters": {
"CreatedDate": {
"gte": "2024-01-01T00:00:00Z"
}
}
}

8. Contact Update Operation
   Overview
   Modify existing attributes of a Contact.

Contact ID: Specify the unique identifier of the Contact (String, required).
Fields to Update: Specify which fields to change (Object, required).
Example JSON Payload
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{
"ContactID": "0031t00001XYZ123456",
"FieldsToUpdate": {
"Email": "[email protected]",
"Phone": "987-654-3210"
}
}