Create Lead

This activity allows the user to create a lead in a Salesforce account. A lead is a sales contact or prospect person who has shown interest in a company’s products or services.

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

Company: Specify the name of the company to which the lead belongs to. It accepts values in the “String” data type.

Email: Specify the email address of the lead and it accepts values in the “String” data type.

First name: Specify the first name of the lead being created. It accepts values in “String” datatype.

Last Name: Specify the last name of the lead being created. It accepts values in “String” datatype. 

Lead Status: Specifies the current stage of the lead in the sales process which includes New, Contacted, Qualified, Disqualified, and Converted. It accepts values in the String data type.

Phone: Specify the phone number of the lead being created. It accepts values in “String” datatype. 

Salutation: Specifies to select the salutation to address the lead being created. It offers multiple ways to choose the salutation:
1. Browse Option: When selecting the dropdown option, it will automatically list the salutations.
2. Three-Line Menu: Clicking on the “Three lines” icon will open a context menu with the following two options.
a. Force Refresh: Refreshes the selected salutation.
b. Clear Values: It will clear the value chosen and allows you to choose another value. 
c. Use Variable: Allows you to provide the “Salutation” as a variable in “String” format. You can either hardcode the values as a string or use a variable of the “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 lead creation. The configured properties will appear in the activity’s properties panel, allowing you to provide the necessary input. 

OPTIONS

Lead Source: Specifies the origin of the lead, indicating how the prospect discovered the company. Common sources include Web, Email, Social Media, Advertisement, Referral, Trade Show, and Cold Call. It accepts values in the String data type.

City: Specifies to provide the city to which account lead belongs to. It accepts values in “String” datatype. 

Country: Specifies to provide the country to which lead belongs to. It accepts values in “String” datatype. 

Postal code: Specifies to provide the postal code of the city to which the lead belongs to. It accepts values in “String” datatype.

Description: Specifies to provide additional information of the lead belongs to. It accepts values in “String” datatype. 

Rating: Specifies the rating of the lead based on predefined criteria. Common rating values include Hot, Warm, and Cold, indicating the likelihood of conversion. It accepts values in the String data type. 

Street: Specifies to provide the street address to which lead belongs to. It accepts values in “String” datatype. 

OUTPUT

Lead: It helps to view the details of the lead created, 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 lead 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.