Salesforce Insert record action

Use the Salesforce Insert record action to insert a new record into a Salesforce object along with values of the fields that should be mapped to the object's fields.

Prerequisites

Note: The examples and graphics provided on this page are for representation purposes only and may not accurately reflect your specific instance. We do not assume responsibility for their maintenance or accuracy.
Note: Ensure that you are authenticated before calling any Salesforce action. For more information about authentication, see Salesforce Authentication action.

In this tutorial, you will insert a few fields into a Salesforce object by using the Insert record action.

Procedure

  1. From the Actions pane, select Salesforce > Insert record and place it in the canvas.
  2. Enter the following fields:
    1. Enter the Object name, for example, Case.
      Note: For Salesforce Custom objects, ensure that you provide the API name instead of the Display name of the object. For example, provide API name: AAIRPA__Salesforce_Connection__c and not the display name: Salesforce Connection " For more information on how to find the API name, see https://help.salesforce.com/s/articleView?id=000327123&type=1.
    2. Enter the Fields and data that you want to insert. Choose either Dictionary or Entry list. In this sample, Dictionary is selected and a few fields in Case object are modified. For example, Status is set to New and Origin is set to Web.
      Salesforce Insert action
    3. Enter Default as the session name.
    4. Save the outcome to a variable. For example, the object ID is saved to Str_RecordID.
  3. Verify whether the value is inserted into Salesforce.
    1. Find the value of the Str_RecordID variable in the Debug mode.
      Salesforce Insert Debug
    2. In Salesforce, go to the Case object with the record ID (for example, 5004W000026rD5tQAE) that you received as the response.
      Salesforce output from Automation 360
      Verify whether the field's values match the input that you sent from Automation 360. For example, in this case, the Status is New and Case Origin is Web.