Salesforce: Create an account

Use this action to add a new account record in Salesforce.

Use case

• Automate recording new accounts as part of a sales qualification process
• Improve data accuracy and integrity with automated account creation and management

How to configure this action

This action requires a preconfigured Salesforce integration. For more information on integrating PagerDuty Workflow Automation with other systems, please refer to the Integrations section of our help documentation.

Fields for this action

• Integration

  • Select your team’s integration from the list

• Output field name

  • The name of the field in which the result should be saved

• Name

  • List the name of the Salesforce account
  • A name longer than the maximum length of 255 characters will cause the action to fail

• Account Owner Id

  • Input the 15 digit ID for the owner of this account.
  • If left blank, it will default to the Salesforce integration user.

• Type

  • Type of account
  • Customer, Competitor, or Partner

• Account number

  • Account number assigned to this account (not the unique, system-generated ID assigned during creation). Maximum size is 40 characters.

• Account site

  • List the account’s location, such as headquarters

• Industry

  • List the account’s department

• Annual revenue

  • Estimate the annual revenue

• Billing information

  • Street address
  • City
  • State
  • Postal code
  • Country

• Phone

  • Phone number for a contact of this account

• Website

  • The url for this account

• Number of employees

  • Estimate employees represented by this account

• Description

  • Describe the account

• Custom field 1 (2, 3, 4, 5) API Name

  • Define a custom field to update. To find the API Name, view the field in Salesforce Setup. Custom fields typically uses the format FieldName__c

• Custom field 1 (2, 3, 4, 5) value

  • Set the value to store in the custom field.

What will this output?

All output fields will store under the custom field value giving during the action configuration.