Create Record
salesforce.create_record
ActionCRM & salesconnection required
Calls the Salesforce REST API POST /sobjects/{sobject}.
Create an sObject record (Lead, Contact, Account, …) in Salesforce.
Connection
- Required
- Yes — the node will not save without one
- Auth type
- OAuth 2.0
- Providers
- Salesforce
- Secret shape
- {"client_id", "client_secret", "refresh_token"}
- Config it needs
- login_url, api_version
- Resolved by
- config.connection_id, else node.connection_id
Configuration
2 fields, 2 required. A dotted path is a nested object and name[] an array of objects — the editor renders the same tree.
| Field | Type | Required | Default | Constraints | Example |
|---|---|---|---|---|---|
sobject sObject type, e.g. Lead. Supports {{ }}. | string | Yes | — | — | — |
fields Field values (JSON). | object | Yes | — | — | — |
Output
One shape.
result
| Field | Type | Example |
|---|---|---|
ok | boolean | — |
id | string | — |
{
"id": "",
"ok": false
}Templates that use Salesforce
Solutions with Salesforce
See Create Record run in a workflow.
In a technical demo we add the Salesforce connection, drop the node on the canvas and let Workflow Health pre-flight it before the first real run.