"Salesforce record is created" trigger

How to configure "Salesforce record is created" trigger in Advanced Flow Builder

Written By Ray Tang (Administrator)

Updated at June 5th, 2026

Table of Contents

Before setting up your “Salesforce” trigger nodes, ensure that you have already integrated your Salesforce connection with SleekFlow. You can follow the steps in this Help Center article to complete the connection.

 

 

Salesforce record is created

The “Salesforce record is created” trigger runs the flow whenever a new record is created in your connected Salesforce org. Use this to act instantly on new Leads, Contacts, Accounts, Opportunities, Cases, or custom objects—so teams can welcome new contacts, route work, and keep systems in sync.

Common use cases include:

  • Lead capture to outreach: When a new Lead is created, send an introduction message, assign ownership, or add a label for routing.
  • Account/contact enrichment: When a Contact or Account is created, create/update the contact in SleekFlow and apply segments (e.g., “Retail,” “APAC”).
  • Pipeline kick‑off: When an Opportunity is created, notify the owner, create a follow‑up task, or start a multi‑step nurture flow.

Set up the Salesforce record created trigger node form by following the steps below:

  1. Click on the node to open its form, which appears on the right side of the screen.
  2. The node form contains the following fields for you to configure the trigger:
    1. Setup tab
      1. Organization: Select the connected Salesforce org you want to use with this trigger. If you haven’t connected Salesforce yet, follow this Help Center article to connect. 
      2. Object type: Choose the Salesforce object that will start the flow when created (e.g., Lead, Contact, Account, Opportunity, Case, or a Custom object).
    2. Filter tab
      1. Enrollment conditions: When toggled on, set the specific conditions the newly created record must meet to be enrolled into the flow. Examples (fields vary by object):
        1. Lead: Lead Source = Web AND Status = New
        2. Contact: Email is not empty AND Country = Hong Kong
        3. Opportunity: Amount ≥ 10000 AND Stage = Prospecting