---
schema_version: "1"
id: 1a47c4754111a54bdfdeee2b0e66504072b3d86507412cf25479c840d7ab5bc1
title: Service | Create a Sales Lead Record
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/agent_ref_create_sales_lead_record.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.agent_ref_create_sales_lead_record.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d914cf13c66b3f90f79b549da4983e0a512be387ccb72ed9e4267ea33edc857f
description: 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.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Service | Create a Sales Lead Record

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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Foundations or <strong>Agentforce 1</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="text-align:center;vertical-align:top;" id="d75270e73">User Permissions Needed</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d75270e76">&nbsp;</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d75270e73 d75270e76 ">See <a href="https://help.salesforce.com/s/articleView?id=ai.agent_actions_common_perms.htm&amp;type=5&amp;language=en_US" target="_blank">Common User Access for Standard Agent
              Actions</a>.</td>

        </tr>
      </tbody>
    </table>

## Action Details

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col style="width:50%"> <col style="width:50%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">API Name</td><td class="slds-cell-wrap" style="vertical-align:top;">CreateSalesLeadRecord</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Reference Action Type</td><td class="slds-cell-wrap" style="vertical-align:top;">Flow</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Reference Action</td><td class="slds-cell-wrap" style="vertical-align:top;">CreateSalesLeadRecord</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Does this action execute one or more prompt templates?</td><td class="slds-cell-wrap" style="vertical-align:top;">No</td></tr></tbody></table>

## 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.