Create Account

This activity helps the user to add new customer or business accounts to their Salesforce.

Properties

Configuration

Each activity requires a connection with Salesforce authentication. Once you select the respective project name where Salesforce has been authenticated, the activity will automatically retrieve the available connections for that project.

Below are the properties available after the project has been integrated:

Salesforce: *This parameter indicates the account name associated with the integration.

INPUT

Account Name: *This parameter specifies to provide a unique name for the account to be created. It accepts values in “String” datatype. 

Account Number: Specifies the user defined external number to create the account. It accepts values in “String” datatype. 

Account Type: Specifies to select the type of account such as “Customer, prospect or partner” to be created. It accepts values in “String” datatype. 

a. Customer
b. Prospect
c. Partner

Phone: This parameter specifies to provide the phone number for the account being created. It accepts values in “String” datatype.

Website: Specifies to provide the website belonging to the account being created. It accepts values in “String” datatype. 

MISC

DisplayName: Displays the name of the activity. The activity name can be customized, which aids in troubleshooting.

SkipOnError: Specify the “Boolean” value as “True” or “False.”
True: Continue executing the workflow regardless of any errors thrown.
False: Halt the workflow if it encounters any errors.
None: If the option is left blank, the activity will, by default, behave as if “False” were chosen.

Version: It indicates the version of the feature being used.

Manage Properties

Use this option to select and customize the standard fields for account creation. The configured properties will appear in the activity’s properties panel, allowing you to provide the necessary input. 

OPTIONS

Account source: Specifies to choose the referral source from which the account/company was received, such as Web, Phone, Twitter etc. It accepts values in “String” datatype.

Billing City: Specifies to provide the city to which account would be billed. It accepts values in “String” datatype. 

Billing Country: Specifies to provide the country to which account would be billed. It accepts values in “String” datatype. 

Billing postal code: Specifies to provide the postal code of the city to which the account would be billed. It accepts values in “String” datatype.

Description: Specifies to provide additional information of the account being created. It accepts values in “String” datatype.

Employees: Specifies to provide the number of employees for the account being created. It accepts values in “Int64” datatype.

Shipping city: Specifies to provide the city associated with the account’s shipping address. It accepts values in “String” datatype. 

Shipping Country: Specifies to provide the country associated with the account’s shipping address. It accepts values in “String” datatype.

Shipping Postal Code: Specifies to provide the postal code associated with the account’s shipping address. It accepts values in “String” datatype.

OUTPUT

Account: It helps to view the details of the account curated by custom class of Salesforce API. Click here to know how to view the output.

ID: It helps to return the unique identifier of the account created in salesforce in “String” datatype.

Result: This parameter allows you to view the execution status of the activity and returns a value in “Boolean.”
True: Indicates that the activity has been executed successfully without any errors.
False: Indicates that the activity has been unsuccessful due to an unexpected error being thrown.

* Represents mandatory fields to execute the workflow.