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What It Does

  • Automates record creation in Salesforce so opportunities, leads, and custom objects flow directly from your workflows.
  • Ensures new data is immediately available in your CRM for real-time reporting and dashboards.
  • Reduces manual entry errors and keeps teams aligned with accurate deal and campaign details.
  • Supports any SObject type, from standard records like Leads and Accounts to custom objects built for your process.

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🏁 Getting Started

Salesforce Create Record Node configuration screenshot
1

Connect Salesforce Account

Authenticate and select your Salesforce instance to enable record creation.
2

Configure Inputs

Choose the object type and map field values to define the new record.

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Inputs

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🛠️ Required Fields

  • Salesforce Connection (✅) Link your Salesforce account to enable the node to create records. Why it matters: Establishing a secure connection ensures your workflow can push new data directly into CRM.
  • SObject Type (✅) The type of Salesforce object you want to create (e.g., Opportunity, Lead, Custom_Object__c). Why it matters: Selecting the correct object ensures the record lands in the right place for pipeline tracking and reporting.

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🎯 Optional Fields

None.

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Output

This node returns the full Salesforce record object, including the new record’s ID and any default fields set by Salesforce.
Salesforce Create Record Node output screenshot
The output includes all standard and custom fields returned by Salesforce. Use @FieldName or the Insert Input button to reference these in downstream nodes.

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How It Works

  1. Receives mapped field values from your workflow.
  2. Calls the Salesforce API to create a new record of the specified object type.
  3. Returns the created record’s details, including the unique record ID.
  4. Passes the result to downstream actions for further processing, like enrichment or notifications.

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🚀 Example Use Cases & Prompts

Use CaseSetup or Prompt Example
Auto-Create Opportunity”When a deal form is submitted, create an Opportunity record.”
Lead Routing”On new lead entry, add a Lead record with source and owner.”
Custom Survey Response Sync”After survey completion, create a Custom_Object__c record.”

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✨ Pro Tips

  • Use @PipelineStage or the Insert Input button to dynamically assign stage values.
  • Map only necessary fields to speed up record creation and avoid errors.
  • Test with sandbox data before running in production.

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⚠️ Important Considerations

  • Ensure required Salesforce fields are included in your mapping to prevent failures.
  • Respect field-level security and user permissions; missing access will block record creation.
  • Large batch operations may hit Salesforce API limits; monitor run history.

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🛠 Troubleshooting & Gotchas

SymptomLikely CauseQuick Fix
Action fails with errorMissing required field in payloadAdd the missing field in your mapping
Authentication expiredSalesforce token has expiredReconnect your Salesforce account
Record appears duplicatedWorkflow retried after successAdd deduplication logic or idempotency

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📝 FAQ

You can create any standard or custom SObject available in your Salesforce instance.
The node will return an error. Be sure to map all required fields for the object.
Yes — the node waits for Salesforce to confirm record creation before moving on.

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💰 Pricing

ActionCredit Cost
Create RecordFree
Action nodes like this one do not consume credits.

Ready to automate your Salesforce data entry and keep your CRM in sync — drop this node into your flow and let it handle the rest! 🚀