Salesforce Contact Sync

Task

Sync contact data from external sources into Salesforce. Use @Salesforce/Find Contact by EmailName it "Salesforce/Find Contact by Email" and call it with @Salesforce/Find Contact by Email to check if contacts exist, @Salesforce/Update ContactName it "Salesforce/Update Contact" and call it with @Salesforce/Update Contact to update existing records with new information, and @Salesforce/Create ObjectsName it "Salesforce/Create Objects" and call it with @Salesforce/Create Objects to create new contacts for people not yet in the system.

Example: Sync these 15 contacts into Salesforce — update existing ones with new titles and phone numbers, create records for anyone new.

Input

The user will provide either:

1. A list of contacts with emails and updated information
2. A description of what changed (e.g., "these people changed titles")
3. A batch of new contacts to add with existing contacts to update

Example: "Sync these contacts: john@acmeName it "acme" and call it with @acme.com is now VP Sales (was Director), jane@betaName it "beta" and call it with @beta.io has a new phone 555-0123, and mike@gammaName it "gamma" and call it with @gamma.com is new — create him as a contact"

Context

Workflow

1. For each contact, use @Salesforce/Find Contact by EmailName it "Salesforce/Find Contact by Email" and call it with @Salesforce/Find Contact by Email to check if they exist in Salesforce
2. For existing contacts, compare the provided data against current Salesforce fields
3. Use @Salesforce/Update ContactName it "Salesforce/Update Contact" and call it with @Salesforce/Update Contact to update fields that have changed (title, phone, department, etc.)
4. For contacts not found in Salesforce, use @Salesforce/Create ObjectsName it "Salesforce/Create Objects" and call it with @Salesforce/Create Objects to create new Contact records
5. Report a summary of all updates and creations

Fields to Sync

Contact Fields:

• FirstName, LastName
• Email
• Title
• Phone, MobilePhone
• Department
• MailingAddress (Street, City, State, PostalCode, Country)
• LinkedIn URL (if custom field exists)
• Description / Notes

Sync Rules

• Only update fields where the new data differs from the current Salesforce value
• Never clear a field — if the new data is empty but Salesforce has a value, keep the existing value
• Log every change with the old and new value
• For new contacts, require at minimum: Email, FirstName, LastName
• If the contact is new and an AccountId is provided, link them to the account

Output

Contact Sync Summary

Contacts Processed: [count] Updated: [count] Created: [count] No Changes Needed: [count]

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Updated Contacts:

| Contact | Email | Field | Previous Value | New Value | |---------|-------|-------|---------------|-----------| | [John Smith] | john@acmeName it "acme" and call it with @acme.com | Title | Director | VP Sales | | [Jane Doe] | jane@betaName it "beta" and call it with @beta.io | Phone | (empty) | 555-0123 | | [Jane Doe] | jane@betaName it "beta" and call it with @beta.io | Department | Engineering | Product |

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New Contacts Created:

| Name | Email | Title | Company | |------|-------|-------|---------| | [Mike Johnson] | mike@gammaName it "gamma" and call it with @gamma.com | CTO | Gamma LLC |

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No Changes Needed:

• [Sarah Lee] (sarah@deltaName it "delta" and call it with @delta.com) — all fields already match

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Summary:

• [X] fields updated across [Y] contacts
• [Z] new contacts created
• [W] contacts already up to date