Hey - You actually need to do this in 3 steps:
1. Authentication, Create email, Create relation, Create Task.
If at any steps you're struggling, I'd use a LLM to troubleshoot this since they are very aware of what's required here.
authentication:
Method POST
endpoint: https://login.salesforce.com/services/oauth2/token
headers
Content-Type: application/x-www-form-urlencoded
body: {
"grant_type": "password",
"client_id": "YOUR_CLIENT_ID",
"client_secret": "YOUR_CLIENT_SECRET",
"username": "YOUR_USERNAME",
"password": "YOUR_PASSWORD + SECURITY_TOKEN"
}
createEmail:
Method: POST
endpoint: https://YOURINSTANCE.salesforce.com/services/data/v59.0/sobjects/EmailMessage
headers:
Authorization: Bearer YOUR_ACCESS_TOKEN (The one from step 1)
Content-Type: application/json
body: {
"Subject": "Email Subject",
"TextBody": "Email Content",
"ToAddress": "recipient@email.com",
"FromAddress": "sender@email.com",
"Status": "3",
"MessageDate": "2025-01-07T12:00:00.000Z",
"RelatedToId": "ACCOUNT_ID",
"ActivityId": null
}
createRelation:
method: POST
endpoint: https://YOURINSTANCE.salesforce.com/services/data/v59.0/sobjects/EmailMessageRelation
headers:
Authorization: Bearer YOUR_ACCESS_TOKEN (The one from step 1)
Content-Type: application/json
body: {
"EmailMessageId": "EMAIL_MESSAGE_ID",
"RelationId": "ACCOUNT_ID",
"RelationType": "ToAddress"
}
createTask:
method: POST
endpoint: https://YOURINSTANCE.salesforce.com/services/data/v59.0/sobjects/Task
headers:
Authorization: Bearer YOUR_ACCESS_TOKEN (The one from step 1)
Content-Type: application/json
"body": {
"Subject": "Email: {Subject}",
"Description": "Email sent to {recipient}",
"Status": "Completed",
"Priority": "Normal",
"WhatId": "ACCOUNT_ID",
"Type": "Email",
"ActivityDate": "2025-01-07"
}
If you see any errorCodes
"401": "Re-authenticate",
"400": "Check payload format",
"403": "Check API permissions",
"404": "Verify Account ID exists"
Make sure the API has all of those permissions as well:
"API Enabled profile permission",
"Create permission on EmailMessage object",
"Create permission on EmailMessageRelation object",
"Create permission on Task object (if creating tasks)"
}
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