Searches for a lead record that matches the information provided by a prospect during a
web inquiry. In one doesn’t exist, a new lead record is created using the provided
information.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and
Developer Editions with Foundations or Agentforce 1 Editions
|
Action Details
| API Name |
CreateSalesLeadRecord |
| Reference Action Type |
Flow |
| Reference Action |
CreateSalesLeadRecord |
| Does this action execute one or more prompt templates? |
No |
Guidelines and Considerations
- The invocable action used in this action is for triggering lead assignment rules when
creating a lead. If you don’t to follow these rules, remove the invocable action.
- A lead record is only created if the agent is able to collect all of the specified
fields. If a required field is missing, lead creation will fail.
- Avoid asking for more than five fields of information.
- To add or remove specific record fields when creating a lead, update the instructions in
the Sales Record Creation topic and the Create a Sales Lead Record flow to include only
your desired fields.
