Create Lead
Use this action to create a new lead in the Salesforce account.
Using the Create Lead Action
To use this action in your workflow, connect it to ThingWorx Flow. To connect to the flow, do the following:
1. Drag the Create Lead action under the Salesforce connector to the canvas, place the pointer on the action, and then click or double-click the action. The Create Lead action window opens.
2. Edit the label name, if needed. By default, the label name is same as the action name.
3. To add an authorization, refer to the section Authorize Salesforce in the Salesforce connector topic.
If you previously added an authorization for Salesforce, select an authorization from the list.
4. Enter the First Name and Last Name of the lead.
5. Enter Company Name with which the lead is associated.
6. Click + to view the additional fields:
Select the Lead Status, and then enter the Title that is designation of the lead.
Select the Industry in which the lead works, and then enter the Annual Revenue for the lead’s company.
Enter the Phone Number, Mobile Number, Fax Number, Email ID, and Website of the lead.
Enter the Street, City, State/Province, Country, Zip/Postal Code, and Description of the lead.
Click Add to enter additional information present in the user interface of the Leads entity.
Field Name—Name of the user interface field of the Leads entity that you want to add. The field name should be similar to the field name specified in the API Doc.
Value—Value for the specified user interface field.
Click Add to enter multiple additional fields.
7. Click Done.