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Automate Your Business Processes
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            Create a Record from a Process

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            3. Automate Your Business Processes

            Create a Record from a Process

            Create a record by manually entering values or by using the values of related records.

            Required Editions

            Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
            Available in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To create, edit, or view processes:

            Manage Flow

            AND

            View All Data
            Important
            Important Support and updates for Process Builder have ended as of December 31, 2025. This means that support won't be provided for any process and bugs in the Process Builder product won't be fixed. See Workflow Rules & Process Builder End of Support.

            After December 31, 2025, existing processes continue to run, and you can activate, deactivate, and edit them; however, we recommend using Flow Builder. To migrate existing processes, plan your switch to Flow Builder and use the Migrate to Flow tool. For new automations, create flows in Flow Builder.

            After you create an action and select “Create a Record” for the type, fill in the relevant fields to add the action to your process. The new record’s Created By field is then set to the user who started the process by creating or editing a record.

            Warning
            Warning If you create processes to replace any workflow rules, ensure that you delete those workflow rules when you activate the equivalent processes. Otherwise, both workflow rules and processes fire and cause unexpected results, such as overwritten records or redundant email messages. Do the same if you create processes to replace any Apex triggers.
            1. Enter a name for this action.
              This text appears on the canvas and helps you differentiate this action from others in your process. The name truncates to fit on the canvas.
            2. For Record Type, select the object that you want to create a record for. To filter the dropdown list, type the name of the object to filter the dropdown list.

              When you select an object, at least one row appears to allow you to set field values for the new record.

              Warning
              Warning Rows appear automatically for fields required by the API. If you must provide values for other fields, we recommend that you refer to your organization's page layouts to determine which fields are required.
            3. Set the record’s field values.
              Field Select the field whose value you want to set. To filter the dropdown list, type the name of the field.
              Type Select the type of value that you want to use. The available types depend on the field that you’ve selected.
              Value Set a value for the field. by using the text entry field to manually enter a value or the field picker to use a field value from a related record. See Setting Values in the Process Builder for details.
            4. Click Save.
              Tip
              Tip
              • If you set up your process to create an account record, Name appears as a required field. If you want to create a person account, you can add LastName as a field but it doesn’t appear as required by default. You can enter a dummy value for the Name field.
              • When you create a record, required fields normally appear at the top of the list. However, if you save a Create a Record action, close the process, and then reopen the action, required fields don’t always appear in the normal order.
              • If a platform event is configured to publish immediately, the process publishes each event message outside of the database transaction. If the transaction fails and is rolled back, the event message is still published and can’t be rolled back. So if you see an informational message under the selected platform event, consider whether you want the process to publish an event message only after the transaction commits successfully.

            See Also

             
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