Create Salesforce record

The “Create Salesforce record” action node creates a new record in Salesforce when triggered. You can use it to add new Salesforce contacts, custom objects on Salesforce directly from SleekFlow.

Common use cases include:

• Lead generation: When a new customer interacts with your business in SleekFlow, create a Salesforce contact for future follow-ups.
• Sales pipeline automation: When a customer expresses interest in a product, automatically create a new deal in Salesforce.
• Customer support requests: When a customer submits an inquiry, generate a Salesforce ticket to track and resolve the issue.

To set up the node, follow these steps:

1. Click on the “Search Salesforce records” action node to open up its form, which will appear on the right side of the screen
   
2. The node form contains the following fields for you to configure your action:
   1. Organization: Select the connected Salesforce organization. If you haven’t set up your Salesforce integration, refer to this Help Center article  to learn more about Salesforce integrations.
   2. Object type: Choose Contact, organization, Deal, Ticket, or a Custom object.
   3. Map properties
      1. Property: Select the Salesforce property you want to fill (e.g., email, firstname, dealname, subject).
      2. Value: Enter a static value or insert a variable using the {x} picker (e.g., {Contact: email}, {Trigger: order_amount}).
      3. Click Add to include multiple property-value mappings.