Insert Record

This activity allows the user to insert a new record, such as accounts, leads, or opportunities, to the Salesforce account.

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

Select Object: *Specifies to select the object from the dropdown to insert the record. It accepts the values in “String” datatype.

1. Force Refresh: Refreshes the selected object.
2. Use Variable: Allows the user to enter the object from a variable. 
   a. Open in Expression Editor: Enter the object manually in “string” format or use a variable which stores the object. 
   b. Deactivate variable: Removes the values and allows you to choose the object from the dropdown. 

Manage Properties

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

MISC

Display Name: 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.

Output

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.