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ContactRequest

Represents a customer’s request for support to get back to them about an issue. This object is available in API version 45.0 and later.

Supported Calls

create()delete()describeLayout()describeSObjects()getDeleted()getUpdated()query()retrieve()undelete()update()upsert()

Fields

Field Name Details
LastReferencedDate
Type
dateTime
Properties
Filter, Nillable, Sort
Description
The timestamp for when the current user last viewed a record related to this record.
LastViewedDate
Type
dateTime
Properties
Filter, Nillable, Sort
Description
The timestamp for when the current user last viewed this record. If this value is null, this record might only have been referenced (LastReferencedDate) and not viewed.
Name
Type
string
Properties
Autonumber, Defaulted on create, Filter, idLookup, Sort
Description
The contact request number.
OwnerId
Type
reference
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description
ID of the Salesforce record that owns the request.
PreferredChannel
Type
picklist
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description
The channel the customer selected as their preferred method of communication in the contact request flow. For example:
  • Phone
PreferredPhone
Type
phone
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The phone number the customer provided when requesting help in the contact request flow.
RequestDescription
Type
textarea
Properties
Create, Nillable, Update
Description
The description of the customer’s issue that they provided when requesting help in the contact request flow.
RequestReason
Type
picklist
Properties
Create, Defaulted on create, Filter, Group, Nillable, Sort, Update
Description
The reason the customer provided when requesting help in the contact request flow. These values are customizable in Object Manager. The default values are:
  • Account
  • Billing
  • Case
  • General
  • Order
  • Other
  • Product
Status
Type
picklist
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description
The status of the contact request. For example:
  • Abandoned
  • Attempted
  • Contacted
  • New
WhatId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
ID of the Salesforce record the contact request is related to, such as an account, case, opportunity, or work order.
WhoId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
ID of the Salesforce contact record the contact request is related to, such as a contact, lead, or user.

Usage

Contact request records are created when a customer fills out an online form. This form is created using a flow that uses the type ContactRequestFlow. There’s a guided setup experience to create this flow on the Customer Contact Requests page in Setup. You then add the flow to a community using either the Flows component or the Contact Request Button & Flow component.

Contact Request works in public communities and communities that require authentication. Make sure that your community users have the Run Flows permission, including your Guest User profile that’s used in public communities. Without this permission, members won’t see the button or the form to submit contact requests.

By default, all Standard User and System Administrator profiles have access to the object. Make sure that your users profiles, like service agents, have at least read access on the contact request object.

You can create queues for contact requests and route them with Omni-Channel.