Contents

• Overview
• Use Cases
• Prerequisites
• Setting Up the Create Record Node
• Audit logs
• Considerations and Best Practices
• Summary

Overview

The Create Record node lets you create standard or custom Salesforce records directly from a LeanData FlowBuilder graph. This node is useful when you need to automate record creation while still leveraging FlowBuilder context and variables.

Use Cases

Use the Create Record node when you need to:

• Create a Salesforce record that is not covered by a dedicated LeanData “Create [ObjectName]” node.
• Create a custom object record as part of a routing or orchestration graph.
• Reference a created record later in downstream nodes in the graph.

Common examples include:

• Creating a custom object record to capture internal workflow state, approvals, or handoffs.
• Creating an Opportunity-related child record (for example, a custom “Contact Role” object) based on routing outcomes.

Prerequisites

Before you configure this node, ensure the following:

• The Salesforce object you want to create is able to be created in your Salesforce org.
  • Standard objects must be supported by the Salesforce API version your LeanData package supports.
  • Custom objects cannot be considered a Salesforce setup object.
• The LeanData Integration User has Create permission on the object.
• The LeanData Integration User has permission to write to any fields you plan to populate.

Setting Up the Create Record Node

Step 1: Add the Create Record Node to Your Graph

1. Open the FlowBuilder graph where you want to create a record.

2. In the node bar, navigate to Action > Create .

3. Select Record and drag onto your FlowBuilder Canvas

Step 2: Select the Object Type

1. In the node configuration panel, go to Select Object Type.
2. From the dropdown, select your desired object.

Step 3: Configure Fields

After you select an object, FlowBuilder will surface the object’s required Salesforce fields.

1. Go to Configure Fields
2. Review the required fields list.
3. For each required field, enter a value.
   • You can enter an explicit value.
   • You can insert a variable from FlowBuilder.
4. (Optional) Click Add Field to populate additional optional fields.
5. If you see a validation error, correct the field selection and value.

   • For required fields, you may see: This field is required.

   • For invalid field updates, you may see: Invalid Field Update: Select a valid Field and enter a valid Value.

Step 4: Store the created record in a variable

Storing the created record in a variable lets you reference it in downstream nodes.

1. Go to Set Variable to [Object].

2. Select an existing variable or create a new variable by typing in a variable name and clicking it in the dropdown.

Step 5: Configure Outcomes

1. Review the Notifications section and add configure any success or failure notifications you would like to send.
2. Under Advanced Settings, configure the node’s outgoing edges.

• Next Node: The path to follow when the record is created successfully
• Record Creation Failed: The path to follow if Salesforce record creation fails.

Audit Logs

When this node runs, it will write an audit log entry.

• Action name: Create Record
• Success: The audit log will show the object type created and the fields populated.
• Failure: The audit log will show the same “attempted” details with an error badge and an error message.

Considerations and Best Practices

• Use descriptive node names so other admins can quickly understand which record is being created.
• Only populate the fields you need. Start with required fields, then add optional fields as necessary.
• Always build a clear failure path using Object Creation Failed so records do not silently fail.
• Since created records are stored in variables, they can be referenced in subsequent downstream nodes in your FlowBuilder graph.

Summary

The Create Record node lets you create Salesforce records from FlowBuilder by selecting an object, populating required and optional fields, and storing the created record in a variable for downstream use.

For questions or additional assistance, please contact LeanData Support.