Salesforce - Create Record

↩ Part of the Salesforce integration.

Description

Creates a record of any sObject (POST /sobjects/{sobject}). You name the object, pass its fields as JSON, and the node returns the id Salesforce assigned.

It is the natural next step after a form, a webhook or an order: turning an incoming request into a Lead, an Account or a Case.

Configuration

Field	Type	Required	Description
`credentials_id`	credentials	Yes	Salesforce credential
`sobject`	text	Yes	API name of the object: `Account`, `Contact`, `Lead`, `Opportunity`, `Case`, `MyObject__c`…
`fields`	json	Yes	Record fields, e.g. `{"Name":"ACME"}`

Both sobject and fields accept dynamic variables: the fields string is resolved as text before being parsed as JSON, so {"Email":"{{data.email}}"} is valid.

Credentials

This module requires a Salesforce credential:

Field	Description
`login_url`	`https://login.salesforce.com` or `https://test.salesforce.com` for a sandbox
`client_id` / `client_secret`	Consumer Key and Secret of the Connected App
`username`	Salesforce user
`password`	Password plus the security token, concatenated

Output

data is a small object with the new id:

{
  "id": "00Q5g00000AbCdEFGH",
  "success": true
}

Along with it, _meta:

{ "moduleVersion": "1.0.0", "success": true, "id": "00Q5g00000AbCdEFGH", "totalMs": 380 }

The node does not return the full record. If you need the stored values (formula fields, auto-numbers, defaults), read it back with Get record.

Usage Example

Lead from a form

{
  "credentials_id": "salesforce_prod",
  "sobject": "Lead",
  "fields": {
    "LastName": "{{data.lastName}}",
    "FirstName": "{{data.firstName}}",
    "Company": "{{data.company}}",
    "Email": "{{data.email}}",
    "LeadSource": "Web"
  }
}

Account

{
  "credentials_id": "salesforce_prod",
  "sobject": "Account",
  "fields": {
    "Name": "ACME S.A.",
    "Phone": "+34600111222",
    "Website": "https://acme.com",
    "Industry": "Manufacturing"
  }
}

Opportunity linked to an account

{
  "credentials_id": "salesforce_prod",
  "sobject": "Opportunity",
  "fields": {
    "Name": "ACME - annual renewal",
    "AccountId": "{{data.accountId}}",
    "StageName": "Prospecting",
    "CloseDate": "2026-12-31",
    "Amount": 12000
  }
}

Support case

{
  "credentials_id": "salesforce_prod",
  "sobject": "Case",
  "fields": {
    "Subject": "{{data.subject}}",
    "Description": "{{data.message}}",
    "Origin": "Web",
    "ContactId": "{{data.contactId}}"
  }
}

Notes

Field keys are API names, case-sensitive, and custom fields end in __c. LastName works, lastname does not.
Relationships are set by id: AccountId, ContactId, OwnerId. To link by an external key instead, use Upsert record.
Dates go as YYYY-MM-DD, date-times as ISO 8601 (2026-12-31T10:00:00Z).
A 400 with REQUIRED_FIELD_MISSING means a mandatory field is absent (LastName and Company on a Lead, Name on an Account, StageName and CloseDate on an Opportunity). Validation rules and duplicate rules surface the same way. These errors are not retried — fix the data and run again.
If fields is not a JSON object (an array or invalid JSON), the node stops before calling Salesforce.

Salesforce: Get record — read back the record you just created.
Salesforce: Upsert record — create or update in a single call, without duplicates.
Salesforce: SOQL query — check whether the record already exists first.