This article covers the Salesforce workflow actions for searching, creating, and updating Lead records. For Contact and Account actions, see how to manage contacts and accounts in Salesforce from HappyFox Workflows.
Validation note legend
| Term | Meaning |
|---|---|
| Required | The workflow cannot run this step without a value. |
| Optional | The field can be left blank; the action will still run. |
| Text | A plain string of characters. |
| List of extra fields | A list of key/value pairs used to set additional Salesforce fields beyond the standard ones. Each entry has a Key (the Salesforce field API name) and a Value. |
Actions
Search for a Lead
Searches Salesforce for a Lead record matching the given email address and returns the first result found. Use this to check whether a Lead already exists before creating a new one.
| Field | Description | Validation |
|---|---|---|
| The email address to search for in Salesforce Leads. | Required · Text |
Create a Lead
Creates a new Lead record in Salesforce with the provided name and company, plus any additional Salesforce fields you choose to set.
| Field | Description | Validation |
|---|---|---|
| First Name | The lead's first name. | Required · Text |
| Last Name | The lead's last name. | Required · Text |
| Company | The company the lead belongs to. | Required · Text |
| Extra Fields | Additional Salesforce Lead fields to populate beyond the standard three above (for example, Phone, LeadSource). Each entry has a Key and a Value. |
Optional · List of extra fields |
Update a Lead in Salesforce
Updates an existing Lead record in Salesforce. You identify the lead by its Salesforce ID and then specify which additional fields to change.
| Field | Description | Validation |
|---|---|---|
| Lead ID | The Salesforce record ID of the Lead to update. | Required · Text |
| Extra Fields | The Salesforce Lead fields to update. Each entry has a Key and a Value. | Optional · List of extra fields |
Your workflow can now search, create, and update Salesforce Leads. Next, see how to manage contacts and accounts in Salesforce from HappyFox Workflows to cover the rest of the core Salesforce object actions.