Activities
latest
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Integration Service Activities
Last updated Jul 18, 2024

Create Lead

Description

Create a lead in Salesforce.

Project compatibility

Windows | Cross-platform

Configuration

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

  • Last name - Last name of the lead to be added in Salesforce. This field supports String type input.
  • First name - First name of the lead to be added in Salesforce. This field supports String type input.
  • Company - Company to which the lead belongs. This field supports String type input.
  • Email - The email address of the lead to be added in Salesforce. This field supports String type input.
  • Phone - Business phone number of the lead. This field supports String type input.
  • Lead Status - Status of the lead. For example, Open - Not contacted, Working - Contacted, Closed - Converted, Closed - Not Converted etc.
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
  • Lead source - Source of the lead to be added in Salesforce, such as Web, Phone Inquiry, Partner Referral, Purchased List, etc. These values are customizable in Salesforce. This field supports String type input.
  • Street - Details of the street address of the lead. This field supports String type input.
  • Postal code - Postal code of the address of lead. This field supports String type input.
  • City - City of the address of lead. This field supports String type input.
  • Country - Country in which the lead resides. This field supports String type input.
  • Description - Additional important information about the lead. This field supports String type input.
  • Rating - Rating of the lead to be added in Salesforce. Options available in the dropdown menu are: Hot, Warm, Cold. These values are customizable in Salesforce. This field supports String type input.
Output
  • ID - ID of the lead that gets created in Salesforce. Automatically generated output variable.
  • Lead - Automatically generated output variable.
  • Description
  • Project compatibility
  • Configuration

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