Create Account
Use the Create Account action to create an account in Salesforce.
Complete the following steps to use the Create Account action in your workflow:
1. Drag the Create Account action under Salesforce to the canvas, place the pointer on the action, and then click or double-click the action. The Create Account window opens.
2. Edit the Label, if needed. By default, the label name is the same as the action name.
3. To add a Salesforce connector type, refer to Supported Salesforce Connector Types.
If you previously added a connector type, select the appropriate Connector Type, and under Connector Name, select the connector.
4. Click TEST to validate the connector.
5. Click MAP CONNECTOR to execute the action using a connector that is different from the one that you are using to populate the input fields. In the Runtime Connector field, provide a valid Salesforce connector name. For more information about MAP CONNECTOR, see Using Map Connector.
6. In the Account Name field, provide the name of the account.
7. Click Show additional fields.
8. Select Form to provide inputs for individual input fields listed in the form, or select Assign JSON to specify a single JSON with all required inputs.
If you chose Form
Under the Additional Fields section, click Add, and do the following:
a. In the Field Name field, provide the name of the Account entity UI field that you want to add. The field name should be similar to the field name specified in the API Documentation.
b. In the Value field, provide the value for the specified field.
Click Add to add multiple field name-value pairs. Click to delete any field name-value pair that you added.
OR
If you chose Assign JSON
In the Additional Fields field, enter all required inputs in the [{"name":"string", "value":"string"}] format.
9. Click Done.
Output schema
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