Salesforce - Create a record

The Salesforce - Create a record action A tool for building the processes, logic, and direction within workflows. Actions are the steps the workflow performs to complete a process. creates a record in Salesforce.

For more information about Salesforce, go to Salesforce.

Note:  The Salesforce - Create a record action does not support person accounts in Salesforce.

Configure the Salesforce - Create a record action

1. Add the action to the workflow and open the action configuration panel. For more information, see Add an action to the workflow.

2. Select a Connection. If you do not have a connection, see Add a connection.

3. Select an Object name.

   Required fields for the selected object are automatically added.

4. For each required field, select or enter the value you want.

5. Add optional fields for the new record:

   1. Click Add field to view fields for the selected object.
   2. Select each field you want and then click Add.

   3. For each added field, select or enter the value you want.

For more information on all the required and optional configuration fields, go to Salesforce - Create a record action fields, buttons, and settings.

Salesforce - Create a record action fields, buttons, and settings

Field	Description	Variable types
Connection Credentials and other settings that enables workflows to communicate with external systems, services, or applications. It's required to pass data between the workflow and the indicated service, which could be a cloud service, business application, or content store.	The Salesforce connection to use for creating the record.	(n/a)
Object name	The object type of the new record. Accepts a selection from the drop-down list. Options in the drop-down list are derived from the selected Salesforce connection.	(n/a)
Add fields / Add field	Displays selections for browsing, selecting, and adding fields that you want to populate for the new record. Add fields selections Selection Description Filter options () Filters the list of fields using your entered text. / Selects or de-selects a field for adding. Select all Selects all fields. Clear selections De-selects all fields. Cancel Discards field selections and hides the fields available for selection. Add Adds the selected fields.	(n/a)
(fields)	A field for each required field for the selected object is automatically added to the configuration settings panel; you can also add optional fields. Accepted entry types correspond to the data type of the field. Some fields allow a combination of typed text and inserted variables while others require selection from the drop-down list (or an inserted variable). To remove an optional field, click (Delete).	(varies)
Store record ID	Variable to store the ID of the new record. Accepts an inserted variable.	Boolean, Collection, DateTime, Decimal, Integer, Text