Salesforce

Create a record

Through the Salesforce automation action, you are able to connect your Salesforce account to create a new record in Salesforce.

Whenever your automation trigger fires and the conditions are met, the Salesforce Create Record action will create a new Entity.

First, indicate the location in Salesforce where the information will be populated.

With the Entity Type set, you can then add details for the entity that you're creating. To get started, click the "Select Field" option under Fields. You'll be presented with a dropdown containing the available Salesforce fields.

You can also start typing the name of a field you're looking for to narrow down the list.

Next, establish the fields of information from your SmartSuite App to include in the new Salesforce record.