contact/create

Create a new Contact record in Salesforce, optionally linked to an Account.

When to Use

Create a contact when a prospect fills out a form and is linked to an existing account.
Add a new stakeholder to an account during account expansion or renewal discussions.
Sync contacts from an email marketing provider when a new subscriber confirms opt-in.
Create a contact record when a business card is scanned at a conference.
Add a contact after confirming webinar attendance and linking to the attendee's employer account.

Configuration

Connection

Field	Type	Required	Description
`InstanceUrl`	string	required	Salesforce org URL.
`AccessToken`	string	required	Valid OAuth2 access token.

Operation Fields

Field	Type	Required	Description
`LastName`	string	required	Contact's last name.
`FirstName`	string	optional	Contact's first name.
`AccountId`	string	optional	Salesforce Account ID to link this contact to.
`Email`	string	optional	Email address.
`Phone`	string	optional	Office phone number.
`MobilePhone`	string	optional	Mobile phone number.
`Title`	string	optional	Job title.
`Department`	string	optional	Department within the company.
`MailingStreet`	string	optional	Mailing street address.
`MailingCity`	string	optional	Mailing city.
`MailingState`	string	optional	Mailing state or province.
`MailingPostalCode`	string	optional	Mailing postal code.
`MailingCountry`	string	optional	Mailing country.
`Description`	string	optional	Free-text notes.
`OwnerId`	string	optional	Salesforce User ID to assign as contact owner.

Sample Configuration

{
  "Resource": "contact",
  "Operation": "create",
  "InstanceUrl": "https://myorg.my.salesforce.com",
  "AccessToken": "{{credentials.salesforce.accessToken}}",
  "FirstName": "Alex",
  "LastName": "Rivera",
  "AccountId": "{{nodes.CreateAccount.accountId}}",
  "Email": "alex.rivera@acme.com",
  "Phone": "+1-555-0300",
  "Title": "Director of Procurement",
  "Department": "Finance"
}

Validation Errors

Error Code	Condition
`CFG_MISSING_INSTANCE`	`InstanceUrl` is missing.
`CFG_MISSING_TOKEN`	`AccessToken` is missing.
`VAL_MISSING_FIELD`	`LastName` is missing.
`UNEXPECTED_ERROR`	Unexpected exception during execution.

Output

Success Port

Field	Type	Description
`contactId`	string	18-character Salesforce Contact ID.
`createdAt`	string	ISO 8601 creation timestamp.
`status`	string	Always `created`.
`resource`	string	Always `contact`.
`operation`	string	Always `create`.

Error Port

Field	Type	Description
`errorCode`	string	Machine-readable error code.
`message`	string	Human-readable error description.

Sample Output

{
  "contactId": "0035g000006LmnOPQ",
  "createdAt": "2026-05-26T11:30:00.000Z",
  "status": "created",
  "resource": "contact",
  "operation": "create"
}

Expression Reference

Expression	Description
`{{nodes.CreateContact.contactId}}`	The new Contact's Salesforce ID.
`{{nodes.CreateContact.createdAt}}`	Creation timestamp.
`{{nodes.CreateContact.errorCode}}`	Error code from error port.

Node Policies & GuardRails

Policy	Detail
Credential storage	Store `AccessToken` in BizFirst Credentials Manager.
Account linkage	Always provide `AccountId` when the contact belongs to a known account. Orphaned contacts (no account) are valid but harder to manage at scale.
Duplicate prevention	Check for existing contacts by email via SOQL before creating to avoid duplicates.
Error port wiring	Always wire the error port. Duplicate rules and validation rules can block creation.
Sandbox testing	Test in sandbox before running in production.

Examples

Create Contact from Form Submission

{
  "FirstName": "{{trigger.firstName}}",
  "LastName": "{{trigger.lastName}}",
  "Email": "{{trigger.email}}",
  "AccountId": "{{nodes.FindAccount.records[0].Id}}"
}

Add Stakeholder During Account Expansion

{
  "FirstName": "{{trigger.contactFirst}}",
  "LastName": "{{trigger.contactLast}}",
  "Title": "{{trigger.title}}",
  "AccountId": "{{trigger.accountId}}",
  "Department": "{{trigger.department}}"
}

Sync Confirmed Webinar Attendees

// Loop over attendee list
{
  "FirstName": "{{loop.current.firstName}}",
  "LastName": "{{loop.current.lastName}}",
  "Email": "{{loop.current.email}}",
  "AccountId": "{{loop.current.resolvedAccountId}}",
  "Description": "Webinar: {{variables.webinarName}} on {{variables.webinarDate}}"
}