Create an Salesforce Entity

Create an Entity, such as a Lead, a Case, a Contact, etc.WARNING: We changed the way we connect to the Salesforce service. For security reasons please read this documentation entry to learn how to setup your account.

Parameter Reference

Parameter	Description	Supports Tokens	Default
Credentials	Required. A valid Username, Password and Security Token must be passed to Salesforce in order to authenticate and establish a secure session.	No	None
Salesforce Entity Type	Entity, such as a Lead, a Case, a Contact, etc.	No	None
Salesforce Assignment Rule Name	The name of the Assignment Rule that will be applied when creating this Entity. Leave empty if no Assignment Rule needs to be applied. Can be used only with Case and Lead entity types. Can contain My Tokens.	Yes	None
Fields	Select which data to pass to salesforce. Map Salesforce's Fields to Action Form Fields or Expressions. For example, map LastName to SomeFieldId01, FirstName to SomeFieldId02, etc. Note that some Salesforce Fields are mandatory! Read Salesforce's documentation on which fields are required!	No	None
Output Entity's ID Token Name	Optionally provide a token name where to store the Entity's ID generated by the SOQL query. For example, store Entity's ID that is needed later in another action.	No	None
Output Entity's URL Token Name	Optionally provide a token name where to store the Entity's URL generated by the SOQL query. For example, store Entity's URL that is needed later in another action.	No	None
On Error	Define a list of actions that should execute when this action's result is Error. You can use the [ErrorMessage] token to show the error message.	No	None