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Creating a Salesforce Record from a Flow
To create a Salesforce record, use the Create Records element. You can also use a Quick Action element of type Create, but it has limited functionality.
Required Editions
| View supported editions. |
The Create Records element gives you access to every field on the object, stores the created record's ID for use later in the flow, and supports fault paths for error management. Use it in most cases.
A Quick Action element of type Create is also available. Its main advantage is that it shows which fields the action layout requires, so you don't have to look up the object's required fields separately. However, it limits you to fields on the action layout and doesn't store the created record's ID.
The two elements differ in these ways.
- The fields that are available in the elements.
- Whether the element provides any required fields for the object.
- Whether the element can store the new record's ID.
For example, if you create an account and then create a related contact, you need the account ID to link them.
| Field Availability | Required Fields | New Record ID | |
|---|---|---|---|
| Create Records | Every field on the object. You manually select the object and every field that you want to have a value. | Not indicated. You must know which fields this object requires before you configure the element. |
Stores the ID of the created record to use later in your flow. |
| Quick Action (of type Create) | Only fields that are on the Quick Action layout. If you supplied default values for certain fields when you created the quick action, the flow uses those values when it creates the record. |
Indicated Requiredness is based on what's marked required in the action layout. |
Doesn't store the created record's ID for use later. |
Here's how you create a case when a customer's satisfaction score is too low by using the Create Records element.
| Field | Value |
|---|---|
| ContactId | {!varCase.ContactId} |
| Description | {!varCase.Description} |
| Status | {!varCase.Status} |
| AccountId | {!varCase.AccountId} |
You can set any field on the record, but the Create Records element can't identify the required fields for this object.
