---
availability: INSTALLABLE
description: A plugin that allows you to create a contact inside a Salesforce account.
installation_asset_uuid: 87c13817-55d7-4f79-b501-74d8e4d43722
name: Create a Contact Inside an Account
purple_chat_link: https://marketplace.moveworks.com/purple-chat?conversation=%7B%22startTimestamp%22%3A%2211%3A43+AM%22%2C%22messages%22%3A%5B%7B%22parts%22%3A%5B%7B%22richText%22%3A%22%3Cp%3EI+need+to+create+a+new+contact+in+Salesforce.%3Cbr%3E%3C%2Fp%3E%22%7D%5D%2C%22role%22%3A%22user%22%7D%2C%7B%22parts%22%3A%5B%7B%22richText%22%3A%22%3Cp%3ESure%21+I+can+help+with+that.+Please+provide+the+contact%27s+name%2C+email%2C+phone+number%2C+and+the+associated+account.%3Cbr%3E%3C%2Fp%3E%22%7D%5D%2C%22role%22%3A%22assistant%22%7D%2C%7B%22parts%22%3A%5B%7B%22richText%22%3A%22%3Cp%3EName%3A+John+Doe%3Cbr%3EEmail%3A+john.doe%40abcinc.com%3Cbr%3EPhone%3A+%2B9876543210%3Cbr%3EAccount%3A+ABC+Inc.%3Cbr%3E%3C%2Fp%3E%22%7D%5D%2C%22role%22%3A%22user%22%7D%2C%7B%22parts%22%3A%5B%7B%22reasoningSteps%22%3A%5B%7B%22richText%22%3A%22Creates+a+new+contact+in+Salesforce+with+the+provided+details.%22%2C%22status%22%3A%22success%22%7D%5D%7D%2C%7B%22richText%22%3A%22%3Cp%3EThe+new+contact+for+John+Doe+at+ABC+Inc.+has+been+successfully+created.%3Cbr%3E%3C%2Fp%3E%22%7D%2C%7B%22richText%22%3A%22%3Cb%3E%3Cp%3ENew+Contact+Created%3Cbr%3E%3C%2Fp%3E%3C%2Fb%3E%3Cbr%3E%3Cp%3E%3Cb%3EName%3A%3C%2Fb%3E+John+Doe%3Cbr%3E%3Cb%3EEmail%3A%3C%2Fb%3E+john.doe%40abcinc.com%3Cbr%3E%3Cb%3EPhone%3A%3C%2Fb%3E+%2B9876543210%3Cbr%3E%3Cb%3EAccount%3A%3C%2Fb%3E+ABC+Inc.%3Cbr%3E%3C%2Fp%3E%22%7D%2C%7B%22citations%22%3A%5B%7B%22citationTitle%22%3A%22John+Doe%22%2C%22connectorName%22%3A%22salesforce%22%7D%2C%7B%22citationTitle%22%3A%22ABC+Inc.%22%2C%22connectorName%22%3A%22salesforce%22%7D%5D%7D%2C%7B%22buttons%22%3A%5B%7B%22buttonText%22%3A%22View+in+Salesforce%22%2C%22style%22%3A%22outlined%22%7D%5D%7D%5D%2C%22role%22%3A%22assistant%22%7D%5D%7D
solution_tags:
- Sales
systems:
- salesforce
video: https://youtu.be/Lh5LOpcNOxg
---

## Introduction

The **“Create a Contact Inside an Account”** plugin allows users to quickly create a new contact under an existing account in **Salesforce**, all through the Moveworks AI Assistant. This simplifies the process for sales and support teams, eliminating the need to manually navigate Salesforce to add contact records.

This guide will walk you through installing and configuring the plugin in **Agent Studio** in just a few minutes. Let’s get started!

## **Prerequisites**

- Access to Agent Studio

## **What are we building?**

### Agent Design

This [purple chat](https://developer.moveworks.com/creator-studio/developer-tools/purple-chat?conversation=%7B%22startTimestamp%22%3A%2211%3A43+AM%22%2C%22messages%22%3A%5B%7B%22parts%22%3A%5B%7B%22richText%22%3A%22%3Cp%3EI+need+to+create+a+new+contact+in+Salesforce.%3Cbr%3E%3C%2Fp%3E%22%7D%5D%2C%22role%22%3A%22user%22%7D%2C%7B%22parts%22%3A%5B%7B%22richText%22%3A%22%3Cp%3ESure%21+I+can+help+with+that.+Please+provide+the+contact%27s+name%2C+email%2C+phone+number%2C+and+the+associated+account.%3Cbr%3E%3C%2Fp%3E%22%7D%5D%2C%22role%22%3A%22assistant%22%7D%2C%7B%22parts%22%3A%5B%7B%22richText%22%3A%22%3Cp%3EName%3A+John+Doe%3Cbr%3EEmail%3A+john.doe%40abcinc.com%3Cbr%3EPhone%3A+%2B9876543210%3Cbr%3EAccount%3A+ABC+Inc.%3Cbr%3E%3C%2Fp%3E%22%7D%5D%2C%22role%22%3A%22user%22%7D%2C%7B%22parts%22%3A%5B%7B%22reasoningSteps%22%3A%5B%7B%22richText%22%3A%22Creates+a+new+contact+in+Salesforce+with+the+provided+details.%22%2C%22status%22%3A%22success%22%7D%5D%7D%2C%7B%22richText%22%3A%22%3Cp%3EThe+new+contact+for+John+Doe+at+ABC+Inc.+has+been+successfully+created.%3Cbr%3E%3C%2Fp%3E%22%7D%2C%7B%22richText%22%3A%22%3Cb%3E%3Cp%3ENew+Contact+Created%3Cbr%3E%3C%2Fp%3E%3C%2Fb%3E%3Cbr%3E%3Cp%3E%3Cb%3EName%3A%3C%2Fb%3E+John+Doe%3Cbr%3E%3Cb%3EEmail%3A%3C%2Fb%3E+john.doe%40abcinc.com%3Cbr%3E%3Cb%3EPhone%3A%3C%2Fb%3E+%2B9876543210%3Cbr%3E%3Cb%3EAccount%3A%3C%2Fb%3E+ABC+Inc.%3Cbr%3E%3C%2Fp%3E%22%7D%2C%7B%22citations%22%3A%5B%7B%22citationTitle%22%3A%22John+Doe%22%2C%22connectorName%22%3A%22salesforce%22%7D%2C%7B%22citationTitle%22%3A%22ABC+Inc.%22%2C%22connectorName%22%3A%22salesforce%22%7D%5D%7D%2C%7B%22buttons%22%3A%5B%7B%22buttonText%22%3A%22View+in+Salesforce%22%2C%22style%22%3A%22outlined%22%7D%5D%7D%5D%2C%22role%22%3A%22assistant%22%7D%5D%7D) shows the experience we are going to build.

## Installation Steps

While you can create a connector during plugin installation, we recommend setting up the connector in **Agent Studio** beforehand to streamline the process. Please follow our [**Salesforce Connector Guide**](https://developer.moveworks.com/marketplace/package/?id=salesforce&hist=home%2Cbrws#how-to-implement) for detailed instructions. Once completed, proceed to install the plugin and complete the setup efficiently.

For this plugin, ensure the Salesforce integration user has the following permissions:

**Required Permissions:**

- `Read` access to the **Account** object
- `Create` and `Read` access to the **Contact** object

After configuring the connector, refer to our [plugin installation documentation](https://help.moveworks.com/docs/ai-agent-marketplace-installation) for more details on completing the setup

## **Appendix**

### **API #1: Retrieve Account ID from Account Name**

```bash
curl --location 'https://<YOUR_DOMAIN>/services/data/vXX.0/query/?q=SELECT+Id+FROM+Account+WHERE+Name+LIKE+%27%25<ACCOUNT_NAME>%25%27' \
--header 'Authorization: Bearer <ACCESS_TOKEN>'
```

**Query Parameters:**

- `ACCOUNT_NAME` (string) – The name of the Account to look up its ID.

### **API #2: Create Contact in Salesforce**

```bash
curl --location 'https://<YOUR_DOMAIN>/services/data/vXX.0/sobjects/Contact' \
--header 'Content-Type: application/json' \
--header 'Authorization: <YOUR_AUTH_TOKEN>' \
--data '{
"FirstName": "<FIRST_NAME>",
"LastName": "<LAST_NAME>",
"Email": "<EMAIL>",
"Phone": "<Phone>",
"AccountId": "<ACCOUNT_ID>"
}'
```

**Request Body Fields:**

- `<FIRST_NAME>`, `<LAST_NAME>`, `<EMAIL>`, `<PHONE>`, `<ACCOUNT_ID>` – The contact's details and the associated Account ID under which the contact will be created.