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            Service | Create a Sales Lead Record

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            Service | Create a Sales Lead Record

            Searches for a lead record that matches the information provided by a prospect during a web inquiry. In one doesn’t exist, a new lead record is created using the provided information.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions
            User Permissions Needed  
            See Common User Access for Standard Agent Actions.

            Action Details

            API Name CreateSalesLeadRecord
            Reference Action Type Flow
            Reference Action CreateSalesLeadRecord
            Does this action execute one or more prompt templates? No

            Guidelines and Considerations

            • The invocable action used in this action is for triggering lead assignment rules when creating a lead. If you don’t to follow these rules, remove the invocable action.
            • A lead record is only created if the agent is able to collect all of the specified fields. If a required field is missing, lead creation will fail.
            • Avoid asking for more than five fields of information.
            • To add or remove specific record fields when creating a lead, update the instructions in the Sales Record Creation topic and the Create a Sales Lead Record flow to include only your desired fields.
             
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