---
schema_version: "1"
id: 1e44527cea65753043f89a858cc139f9ff114b69242de7a9bd94c8f0cb4a6a5a
title: Sales | Create a Sales 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_record.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.agent_ref_create_sales_record.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d05b8a1c7eea01743d48ea010ced5a11bc0fa32fb34e48300a9c8c6b301d203b
description: Compares the customer’s entered code with the generated verification code from the Send Verification Code agent action to determine if the customer is verified.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Sales | Create a Sales Record

Compares the customer’s entered code with the generated verification code from the Send Verification Code agent action to determine if the customer is verified.

### 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 an Agentforce or Einstein for Sales, Service, Platform, or Industry add-on. Requires each user to have the Agentforce or Einstein add-on to access the action.</td></tr></tbody></table>

<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>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="text-align:center;vertical-align:top;" id="d124712e70">User Permissions Needed</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d124712e73">&nbsp;</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d124712e70 ">Set Up Inbound Lead Generation</td>

          <td data-label="" class="slds-cell-wrap" style="vertical-align:top;" headers="d124712e73 ">&nbsp;</td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d124712e70 d124712e73 ">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;">Create Sales Record</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;">
              <ul>
                <li>Create an Inbound Lead Record</li>

                <li>Create an Inbound Contact Record</li>

                <li>Create an Inbound Person Account Record</li>

              </ul>
            </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>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Required Setup</td>

            <td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=sales.sales_agent_lead_generation_setup.htm&amp;language=en_US" target="_blank">Set up Inbound Lead Generation</a></td>

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

## Guidelines and Considerations

- Records are only created if the agent is able to successfully collect all of the required fields. If a required field is missing, record creation will fail.
- Avoid asking for more than five fields of information.