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Version: Next

Create an Salesforce Entity (obsolete)

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

ParameterDescriptionSupports TokensDefault
Salesforce Login URLSalesforce Login domain. Example: https://ap1.salesforce.com/ or https://ap1.salesforce.com/services/oauth2/token. Leave empty to use https://login.salesforce.com/services/oauth2/tokenNoNone
Salesforce UsernameRequired. A valid Username, Password and Security Token must be passed to Salesforce in order to authenticate and establish a secure session.NoNone
Salesforce PasswordRequired. A valid Username, Password and Security Token must be passed to Salesforce in order to authenticate and establish a secure session.NoNone
Salesforce Security TokenRequired. A valid Username, Password and Security Token must be passed to Salesforce in order to authenticate and establish a secure session.NoNone
Salesforce Entity TypeEntity, such as a Lead, a Case, a Contact, etc.NoNone
Salesforce Assignment Rule NameThe 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.YesNone
FieldsSelect 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!NoNone
Output Entity's ID Token NameOptionally 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.NoNone
Output Entity's URL Token NameOptionally 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.NoNone
On ErrorDefine 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.NoNone