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rishabhgupta · ‎06/18/2023

Need Sample Create Account JSON for Salesforce Rest Connector with Profile ID mandatory

sudeshjaiswal · ‎06/18/2023

Hello @rishabhgupta,

Please find the sample below for the createaccountjson:

Specify this parameter to create an account in the target application.

Note: You must select a Profile while creating a new account.

To define additional attributes, add the following for the default configurations:

------------------Sample---------------------
{

"Username": "${user.email}",

"Alias": "${user.firstname.toString().substring(0,1)}${user.lastname.toString().substring(0,4)}",

"LastName": "${user.lastname}",

"FirstName": "${user.firstname}",

"CompanyName": "${user.orgunitid}",

"Department": "${user.departmentname}",

"Title": "${user.title}",

"Street": "${user.street}",

"City": "${user.city}",

"State": "${user.state}",

"PostalCode": "${user.customproperty19}",

"Country": "${user.country}",

"Email": "${user.email}",

"EmailPreferencesAutoBcc": true,

"EmailPreferencesAutoBccStayInTouch": false,

"EmailPreferencesStayInTouchReminder": true,

"Phone": "${user.secondaryPhone}",

"MobilePhone": "${user.phonenumber}",

"CommunityNickname": "${user.lastname}",

"IsActive": true,

"TimeZoneSidKey": "America/New_York",

"LocaleSidKey": "en_US",

"ReceivesInfoEmails": true,

"ReceivesAdminInfoEmails": true,

"EmailEncodingKey": "ISO-8859-1",

"LanguageLocaleKey": "en_US",

"EmployeeNumber": "${user.employeeid}",

"ProfileId":"${profileId}",

"UserPermissionsMarketingUser": false,

"UserPermissionsOfflineUser": false,

"UserPermissionsAvantgoUser": false,

"UserPermissionsCallCenterAutoLogin": false,

"UserPermissionsMobileUser": false,

"UserPermissionsSFContentUser": false,

"UserPermissionsInteractionUser": false,

"UserPermissionsSupportUser": false,

"ManagerId": "${ if (managerAccount == null || managerAccount?.accountID == null || managerAccount?.accountID == '' ){''} else {managerAccount?.accountID} }", "ContactId": "${user.customproperty26}",

"FederationIdentifier": "${user.email}",

"Working_Hours__c": null,

"SECO_Flag__c": false

}
------------------------------------------------
Thanks

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rishabhgupta · ‎06/18/2023

@sudeshjaiswal I need sample create account json for Rest Connector (Salesforce)

naveenss · ‎06/18/2023

Hi @rishabhgupta ,

Please see the below createAccountJSON for Salesforce

{
    "accountIdPath": "call1.message.id",
    "dateFormat": "yyyy-MM-dd'T'HH:mm:ssXXX",
    "responseColsToPropsMap": {
        "status": "#CONST#1~#~char"
    },
    "call": [
        {
            "name": "call1",
            "connection": "acctAuth",
            "url": "https://<instance_url>/services/data/v44.0/sobjects/User",
            "httpMethod": "POST",
            "httpParams": "{\"Firstname\": \"${user.firstname!=null?user.firstname:''}\", \"LastName\": \"${user.lastname!=null?user.lastname:''}\",\"Username\":\"${user?.email}\",\"Alias\": \"${user?.customproperty60}\",\"Department\":\"${user.departmentname!=null?user.departmentname:''}\",\"Title\":\"${user.title!=null?user.title:''}\",\"Email\":\"${user.email}\",\"IsActive\":true,\"TimezoneSidKey\":\"Asia/Tokyo\",\"LocaleSidKey\": \"ja_JP\",\"EmailEncodingKey\": \"UTF-8\",\"LanguageLocaleKey\": \"ja\",\"ProfileId\":\"<default_profile_id>\",\"UserPermissionsSupportUser\":true,\"}",
            "httpHeaders": {
                "Authorization": "${access_token}",
                "Accept": "application/json"
            },
            "httpContentType": "application/json",
            "successResponses": {
                "statusCode": [
                    201
                ]
            },
            "unsuccessResponses": {
                "statusCode": [
                    400,
                    401,
                    404,
                    405,
                    500
                ]
            }
        }
    ]
}

. Replace <instance_url> and <default_profile_id> with the values from your instance.

Regards,
Naveen Sakleshpur
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rishabhgupta · ‎06/19/2023

Thanks @naveenss , can you also provide add access json for rest connector (salesforce)

rishabhgupta · ‎06/19/2023

Create Account Json is really helpful, Thanks

naveenss · ‎06/19/2023

Hi @rishabhgupta ,

Please see the add access json below for Profile, PermissionSet and Groups. Hope this helps!

{
  "call": [
    {
      "name": "PermissionSet",
      "connection": "acctAuth",
      "url": "https://<instance_url>/services/data/v44.0/sobjects/PermissionSetAssignment",
      "httpMethod": "POST",
      "httpParams": "{\"AssigneeId\":\"${account.accountID}\",\"PermissionSetId\":\"${entitlementValue.entitlementID}\"}",
      "httpHeaders": {
        "Authorization": "${access_token}",
		"Accept": "application/json"
      },
      "httpContentType": "application/json",
      "successResponses": {
        "statusCode": [
          201
        ],
        "status": [
          "success"
        ]
      }
    },
	{
      "name": "Profile",
      "connection": "acctAuth",
      "url": "https://<instance_url>/services/data/v44.0/sobjects/User/${account?.accountID}",
      "httpMethod": "PATCH",
      "httpParams": "{\"ProfileId\":\"${entitlementValue.entitlementID}\"}",
      "httpHeaders": {
        "Authorization": "${access_token}",
		"Accept": "application/json"
      },
      "httpContentType": "application/json",
      "successResponses": {
        "statusCode": [
          204
        ],
        "status": [
          "success"
        ]
      }
    },
	{
      "name": "Group",
      "connection": "acctAuth",
      "url": "https://<instance_url>/services/data/v44.0/sobjects/GroupMember",
      "httpMethod": "POST",
      "httpParams": "{\"userorGroupId\":\"${account.accountID}\",\"GroupId\":\"${entitlementValue.entitlementID}\"}",
      "httpHeaders": {
        "Authorization": "${access_token}",
		"Accept": "application/json"
      },
      "httpContentType": "application/json",
      "successResponses": {
        "statusCode": [
          201
        ],
        "status": [
          "success"
        ]
      }
    }
  ]
}

Regards,
Naveen Sakleshpur
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rishabhgupta · ‎06/19/2023

Thanks @naveenss

rishabhgupta · ‎07/05/2023

Hi Naveen, can you please share remove access json for salesforce

naveenss · ‎07/05/2023

Hi @rishabhgupta ,

Please find the remove access json below

{
    "call": [
        {
            "name": "Group",
            "connection": "acctAuth",
            "url": "https://<instance_url>/services/data/v44.0/query/?q=SELECT+Id+from+GroupMember+WHERE+userorGroupId='${account?.accountID}'+and+GroupId='${entitlementValue.entitlementID}'",
            "httpMethod": "GET",
            "httpHeaders": {
                "Authorization": "${access_token}",
                "Accept": "application/json"
            },
            "httpContentType": "application/json",
            "successResponses": {
                "statusCode": [
                    200,
                    201,
                    204
                ],
                "status": [
                    "success"
                ]
            }
        },
        {
            "name": "Group",
            "connection": "acctAuth",
            "url": "https://<instance_url>/services/data/v44.0/sobjects/GroupMember/${response.Group1.message.records[0].Id}",
            "httpMethod": "DELETE",
            "httpHeaders": {
                "Authorization": "${access_token}",
                "Accept": "application/json"
            },
            "httpContentType": "application/json",
            "successResponses": {
                "statusCode": [
                    204
                ],
                "status": [
                    "success"
                ]
            }
        },
		{
		  "name": "PermissionSet",
		  "connection": "acctAuth",
		  "url": "https://<instance_url>/services/data/v44.0/query/?q=SELECT+Id+FROM+PermissionSetAssignment+WHERE+AssigneeId='${account?.accountID}'+and+PermissionSetId='${entitlementValue.entitlementID}'",
		  "httpMethod": "GET",
		  "httpHeaders": {
                "Authorization": "${access_token}",
                "Accept": "application/json"
            },
		  "httpContentType": "application/json",
		  "successResponses": {
			"statusCode": [
			  200,201,204
			],
			"status": [
			  "success"
			]
		  }
		},
		{
		  "name": "PermissionSet",
		  "connection": "acctAuth",
		  "url": "https://<instance_url>/services/data/v44.0/sobjects/PermissionSetAssignment/${response.PermissionSet1.message.records[0].Id}",
		  "httpMethod": "DELETE",
		  "httpHeaders": {
                "Authorization": "${access_token}",
                "Accept": "application/json"
            },
		  "httpContentType": "application/json",
		  "successResponses": {
			"statusCode": [
			  204
			],
			"status": [
			  "success"
			]
		  }
		}
    ]
}

Regards,
Naveen Sakleshpur
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rishabhgupta · ‎07/05/2023

This remove access json will not remove profile, need to remove profile as well

naveenss · ‎07/05/2023

In Salesforce you cannot remove the profile. We can only update the profile to a standard default one.

Regards,
Naveen Sakleshpur
If this reply answered your question, please click the Accept As Solution button to help future users who may have a similar problem.

prashantChauhan · ‎06/18/2023

@rishabhgupta Please use below REST CreateAccountJSON-

{
"accountIdPath": "call1.message.soap:Envelope.soap:Body.CreateResponse.Results.Object.ID",
"responseColsToPropsMap": {
"accountID": "call1.message.soap:Envelope.soap:Body.CreateResponse.Results.Object.ID~#~char",
"customproperty1": "call1.message.soap:Envelope.soap:Body.CreateResponse.Results.Object.AccountUserID~#~char",
"name": "call1.message.soap:Envelope.soap:Body.CreateResponse.Results.Object.UserID~#~char",
"customproperty3": "call1.message.soap:Envelope.soap:Body.CreateResponse.Results.Object.DefaultBusinessUnit~#~char"
},
"dateFormat": "yyyy-MM-dd'T'HH:mm:ssXXX",
"call": [
{
"name": "call1",
"connection": "userAuth",
"url": "https://<****>.soap.marketingcloudapis.com/Service.asmx",
"httpMethod": "POST",
"httpParams": "<?xml version=\"1.0\" encoding=\"UTF-8\"?><s:Envelope xmlns:s=\"http://www.w3.org/2003/05/soap-envelope\" xmlns:a=\"http://schemas.xmlsoap.org/ws/2004/08/addressing\" xmlns:u=\"http://docs.oasis-open.org/wss/2004/01/oasis-200401-wss-wssecurity-utility-1.0.xsd\"><s:Header><a:Action s:mustUnderstand=\"1\">Create</a:Action><a:To s:mustUnderstand=\"1\">https://<****>.soap.marketingcloudapis.com/Service.asmx</a:To><fueloauth>${access_token}</fueloauth></s:Header><s:Body xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\" xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\"><CreateRequest xmlns=\"http://exacttarget.com/wsdl/partnerAPI\"><Options><SaveOptions><SaveAction>UpdateAdd</SaveAction></SaveOptions></Options><Objects xsi:type=\"AccountUser\"><Client><ID>100021184</ID></Client><Name>${user?.firstname} ${user?.lastname}</Name><UserID>${user?.email}.eRM</UserID><CustomerKey>${user?.email}.eRM</CustomerKey><Email>${user?.email}</Email><NotificationEmailAddress>${user?.email}</NotificationEmailAddress><activeflag>true</activeflag><Password>Welcome12345678!</Password><MustChangePassword>true</MustChangePassword><DefaultBusinessUnit>515011375</DefaultBusinessUnit><SsoIdentities><SsoIdentity><IsActive>true</IsActive><FederatedID>${user?.customproperty62}</FederatedID></SsoIdentity></SsoIdentities></Objects></CreateRequest></s:Body></s:Envelope>",
"httpHeaders": {
"Content-Type": "text/xml"
},
"httpContentType": "text/xml",
"successResponses": {
"statusCode": [
200,
201
]
}
}
]
}

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Need Sample Create Account Json for Salesforce Rest Connector