Creating New Items in Salesforce
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Creating New Items in Salesforce
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Article Overview
The following article describes steps to create new data in Salesforce using an EasySend process and a use case.
Step 1: Building the Process
(See Figure 1 to Figure 3)
- Drag and drop all the required components.
- Build the business logic (conditions and validations).
Step 2: Integrate your Salesforce Environment with the Process
- Connect your Salesforce environment as described in the Connecting Your Salesforce Environment article.
- Add all the required Salesforce fields as described in the Adding Salesforce Fields article.
- If required, detach and map fields as described in the Detaching and Mapping Salesforce Fields article.
- Deploy the process.
Step 3: Initiate the Process from Salesforce
- Access the relevant object in Salesforce.
- Locate the desired item.
- Initiate and Send the process from Salesforce.
Step 4: Interact with the Process
- Click the link to access the process.
- Fill out the information.
- Submit the process.
- Navigate back to Salesforce and view the updated data.
Use Case - Creating New Contacts
(See Figure 1 to Figure 3)
This process is connected to a Salesforce environment and is designed to create new contacts in Salesforce. The agent initiates the process, fills out all the required information, and submits it. Upon submission, a new contact is created in Salesforce.
Figure 1: Process
When the process starts, the agent fills out all the information.
Figure 2: Updating Information
After the process is submitted, the contact is created in Salesforce.
Figure 3: New Contact
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