Changes

Creating SmartConnect Functions

68 bytes added, 20:43, 30 August 2018
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'''Object Type'''  -  Company<br />
'''Action Type '''  -  Get Meta<br />
'''Field List'''  - companies.*<br /> 
No parameters are needed to retrieve metadata.<br /> 
 
====Get Metadata from Contacts====
<!--63342 - SmartConnect API - metadata option to include Orgs/Contacts-->
'''Object Type'''  -  User<br />
'''Action Type '''  -  Get Meta<br />
'''Field List'''  - contacts.*<br /> 
No parameters are needed to retrieve metadata.
 
===Update===
====Update====
=====Create/Update organization record=====
'''Function Name'''  -  3.05.1.1 Create/update organization record<br />
'''Description'''  - Create new records or update existing organizationrecords<br />
'''Object Type'''  -  Company<br />
'''Action Type '''  -  Update<br />
'''Field List'''  - sf_Name;;sf_Is External;;sf_Parent Company ID;;sf_Address;;sf_Address 2;;sf_City;;sf_State / Province;;sf_Zip / Postal Code;;sf_Country;;cf_EIN Number;;cf_1523156;;sf_Category ID List<br /> 
<u>'''Sample 1A'''</u><br/>
'''Description'''  - Create new organization record<br/>
'''sf_Parent Company ID''' -  is the company holder or the parent company for the organization to be added.<br/>
'''sf_Is External''' -  either "1" for external and "0" for internal organization
  '''sf_Category ID List''' - [[Client_Categories|Category]] of the company to be added.<br/>
--Begin custom parameter --<br />
[[File:APIFunctionSample6a.PNG|800px]]
<u>'''Sample <span class="single_linebreak" style="background-color: lightgray;">¶</u> Sample 1B'''</uspan><br/>
'''Description'''  - Update existing organization record<br />
'''Mandatory fields''' to update existing record:<br/>
'''recordid''' - is the [[Determining_the_companyid|Company ID]]  an of existing organization to update.<br/>
--Begin custom parameter --<br />
jsonrset : [{"recordid":"1688403","sf_Name":"Change Company thru API"}]<br />
'''Object Type'''  -  User<br />
'''Action Type '''  -  Update<br />
'''Field List'''  - sf_User ID;;sf_Last Name;;sf_First Name;;sf_Prefix;;sf_Suffix;;sf_Title;;sf_Phone;;sf_Email;;sf_Company ID;;sf_Title;;sf_Is External;;sf_Role ID List<br /> 
<u>'''Sample 2A'''</u><br/>
'''Description'''  - To create two new user record<br/>
'''sf_Parent Company ID''' -  is the company holder or the parent company for the organization to be added.<br/>
'''sf_Is External''' -  either "1" for external and "0" for internal organization
 
 
'''sf_Role ID List''' - [[Category:Roles|role]] of a user
'''Description'''  - To update last name of existing user records<br />
'''Mandatory fields''' to update records:<br/>
'''recordid''' - is the [[Determining_the_userid|User ID]] of existing user.<br/> 
--Begin custom parameter --<br />
jsonrset : [{"recordid":"87983424","sf_Last Name":"Change Last Name thru API"},{"recordid":"88159403","sf_Last Name":"Smith"}]<br />
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