Create Record
Use the Create Record action to create a record for the specified object in your Salesforce account.
Complete the following steps to use the Create Record action in your workflow:
1. Drag the
Create Record action under
Salesforce to the canvas, place the pointer on the action, and then click
or double-click the action. The Create Record window opens.
2. Edit the Label, if needed. By default, the label name is the same as the action name.
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 Object Type list, select or specify the name of the object for which you want to create a record.
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 |
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Under the Additional Fields section, click Add, and do the following: a. In the Field Name field, provide the name of the object 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 |
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In the Additional Fields field, enter all required inputs in the [{"name":"string", "value":"string"}] format. |
9. Click Done.
Output schema