Create Account

Description

Create an account in Salesforce.

Project compatibility

Windows | Cross-platform

Configuration

• Connection ID - The connection established in Integration Service. Access the dropdown menu to choose, add, or manage connections.

• Account name - Name of the account to be created in Salesforce. This field supports String type input.
• Account type - The type of the account being created, such as Prospect, Customer, or Partner. The values are customizable in Salesforce. This field supports String type input.
• Website - Website belonging to the account. This field supports String type input.
• Account number - The user-defined external identifier of the account. This field supports String type input.
• Phone - Business phone number of the account. This field supports String type input.

Manage Properties

Use the Manage Properties wizard to configure or use any of the object's standard or custom fields. You can select fields to add them to the activity canvas. The added standard or custom fields are available in the Properties panel (in Studio Desktop) or under Show additional properties (in Studio Web).

Additional properties

• Account source - The source from which the account/company was received, such as Web, Phone, Twitter, etc. These values are customizable in Salesforce. This field supports String type input.
• Ownership - Specifies the type of Ownership, such as Public, Private, Subsidiary, etc. The values are customizable in Salesforce. This field supports String type input.
• Billing street - Street address to which the account would be billed. This field supports String type input.
• Billing city - City to which the account would be billed. This field supports String type input.
• Billing postal code - Postal code to which the account would be billed. This field supports String type input.
• Billing country - Country in which the account would be billed. This field supports String type input.
• Description - Additional details about the account. This field supports String type input.
• Industry - The industry to which the account belongs. For example, Technology, Finance, Retail, Other, etc. These values are customizable in Salesforce. This field supports String type input.

Output

• ID - The ID of the account created in Salesforce. Automatically generated output variable.
• Account - Automatically generated output variable.