Changes

Jump to: navigation, search

Creating SmartConnect Functions

1,689 bytes added, 20:11, 30 August 2018
no edit summary
'''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-->
'''Description'''  - Create new records or update existing organization<br />
'''Object Type'''  -  Company<br />
'''Action Type '''  -  updateUpdate<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/>
'''Mandatory fields''' to add a new record:<br/>
'''recordid''' -  to create new record, recordid should be '0'<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''' - when categories is part of the design, this custom field is mandatory.
--Begin custom parameter --<br />
jsonrset : [{"recordid":"0","sf_Parent Company ID":"826082","sf_Is External":"1","sf_Name":"Test 1 Company","sf_Country":"10","sf_Address":"111 Peter Street","sf_City":"Toronto","sf_State / Province":"ON","cf_EIN Number":"101010101","sf_Category ID List":",3884,"}]<br />
--End custom parameter--
 
[[File:APIFunctionSample6a.PNG|800px]]
 
<u>'''Sample 1B'''</u><br/>
'''Description'''  - Update existing organization record<br />
'''Mandatory fields''' to update existing record:<br/>
'''recordid''' - is the [[Determining_the_companyid|Company ID]] of existing organization to update.<br/>
--Begin custom parameter --<br />
jsonrset : [{"recordid":"1688403","sf_Name":"Change Company thru API"}]<br />
--End custom parameter--
 
[[File:APIFunctionSample6b.PNG|800px]]
 
=====Create/Update User record=====
'''Function Name'''  -  3.05.1.2 Create/update user record<br />
'''Description'''  - Create new records or update existing user<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 5A'''</u><br/>
'''Description'''  - Create new organization record<br/>
'''Mandatory fields''' to add a new record:<br/>
'''recordid''' -  to create new record, recordid should be '0'<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<br/>
--Begin custom parameter --<br />
[[File:APIFunctionSample6b.PNG|800px]]
=====Create/Update User record=====
====Update Multiple Addresses====
=====Update/create multiple address record of an Organization=====
Smartstaff
1,385
edits

Navigation menu