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Upsert Account By External ID

A 2-step recipe with Salesforce Sales Cloud. We can help you get access.

Recipe · 2 steps

Upsert Account By External ID

with Salesforce Sales Cloud

Upsert an Account by external ID and attach a Contact.

  1. Upsert the Account by external ID, creating or updating as needed.
  2. Create a Contact linked to the upserted Account.
What you'll need to have ready
  • accessToken: OAuth 2.0 access token used as the Bearer credential.
  • externalIdField: API name of the external ID field on Account (e.g. ExtRef__c).
  • externalIdValue: The external ID value to upsert against.
  • accountName: Account Name to set on create or update.
  • contactLastName: Last name of the Contact to attach (required on Contact).
  • contactEmail: Email of the Contact to attach.
For your developer

Arazzo workflow salesforce-sales-cloud:upsert-account-by-external-id, 2 operations: upsertSObjectRecordByExternalId → createSObjectRecord. Specs on APIs.io.

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