---
schema_version: "1"
id: cb4d97cc60a495b25aca4e9f981e96421d2baa135327bc0456af706fe7e030bc
title: Create a Record from a Process
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/process_action_create.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.process_action_create.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 1f311322bd595d7f3f7fe0b16d7ad8287f23e4da929a177645177f6f10c36729
description: Create a record by manually entering values or by using the values of related records.
products:
  - Flow Builder
  - Salesforce Platform
release: "264"
---
# Create a Record from a Process

Create a record by manually entering values or by using the values of related records.

### 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: both Salesforce Classic (<a href="https://help.salesforce.com/s/articleView?id=xcloud.overview_edition_lex_only.htm&amp;language=en_US" target="_blank">not available in all orgs</a>) and Lightning Experience</td></tr><tr class="" id="process_action_create__d4574e343"><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <span id="process_action_create__d4574e347"><a name="process_action_create__d4574e347"></a><strong>Essentials</strong>, <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</span></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="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d215839e84">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="" id="process_action_create__d4574e977">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d215839e84 ">To create, edit, or view processes:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d215839e84 ">
              <p>Manage Flow</p>
              <p>AND</p>
              <p style="margin-bottom:0;">View All Data</p>
            </td>

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

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/images/icon_important.png)

Important Support and updates for Process Builder have ended as of December 31, 2025. This means that support won't be provided for any process and bugs in the Process Builder product won't be fixed. See [Workflow Rules & Process Builder End of Support](https://help.salesforce.com/s/articleView?id=001096524&type=1&language=en_US).

After December 31, 2025, existing processes continue to run, and you can activate, deactivate, and edit them; however, we recommend using Flow Builder. To migrate existing processes, plan your [switch to Flow Builder](https://help.salesforce.com/s/articleView?id=platform.flow_migrate_to_flow_learning_map.htm&release=264.0.0&type=5 "Flow Builder combines the capabilities of workflow rules and Process Builder in a single point-and-click tool, making it easier to create a triggered process. If you created triggered processes with workflow rules or Process Builder, use the Migrate to Flow tool to move them to Flow Builder. Start by migrating and testing in a sandbox environment before moving your new flows to production.") and use the [Migrate to Flow](https://help.salesforce.com/s/articleView?id=platform.flow_migrate_to_flow.htm&release=264.0.0&type=5 "Use the Migrate to Flow tool to convert your Process Builder processes and workflow rules into Flow Builder, including scheduled actions. The tool also supports partial migration of processes for most actions.") tool. For new automations, create flows in [Flow Builder](https://help.salesforce.com/s/articleView?id=platform.flow.htm&release=264.0.0&type=5 "Automation reduces repetitive work and helps your team complete tasks faster and more accurately. With Flow Builder, you can build simple or complex automations, forms, and guided experiences with no code. You can add forms to Salesforce pages and Experience sites, and launch flows using buttons, record triggers, or schedules.").

After you create an action and select “Create a Record” for the type, fill in the relevant fields to add the action to your process. The new record’s Created By field is then set to the user who started the process by creating or editing a record.

![Warning](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/images/icon_warning.png)

Warning If you create processes to replace any workflow rules, ensure that you delete those workflow rules when you activate the equivalent processes. Otherwise, both workflow rules and processes fire and cause unexpected results, such as overwritten records or redundant email messages. Do the same if you create processes to replace any Apex triggers.

1. Enter a name for this action.
    
    This text appears on the canvas and helps you differentiate this action from others in your process. The name truncates to fit on the canvas.
2. For Record Type, select the object that you want to create a record for. To filter the dropdown list, type the name of the object to filter the dropdown list.
    
    When you select an object, at least one row appears to allow you to set field values for the new record.
    
    ![Warning](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/images/icon_warning.png)
    
    Warning Rows appear automatically for fields required by the API. If you must provide values for other fields, we recommend that you refer to your organization's page layouts to determine which fields are required.
3. Set the record’s field values.
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col style="width:8.5%"> <col style="width:91.5%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><samp class="parmname">Field</samp></td><td class="slds-cell-wrap" style="vertical-align:top;">Select the field whose value you want to set. To filter the dropdown list, type the name of the field.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><samp class="parmname">Type</samp></td><td class="slds-cell-wrap" style="vertical-align:top;">Select the type of value that you want to use. The available types depend on the field that you’ve selected.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><samp class="parmname">Value</samp></td><td class="slds-cell-wrap" style="vertical-align:top;">Set a value for the field. by using the text entry field to manually enter a value or the field picker to use a field value from a related record. See <a href="https://help.salesforce.com/s/articleView?id=platform.process_userinterface_values.htm&amp;release=264.0.0&amp;type=5" title="Throughout the Process Builder, you must set values, for example, to set conditions in a criteria node, to set the fields on a new case in a Create a Record action, or to specify an Apex method to reference.">Setting Values in the Process Builder</a> for details.</td></tr></tbody></table>
4. Click **Save**.
    
    ![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/images/icon_tip.png)
    
    Tip
    
    - If you set up your process to create an account record, Name appears as a required field. If you want to create a person account, you can add LastName as a field but it doesn’t appear as required by default. You can enter a dummy value for the Name field.
    - When you create a record, required fields normally appear at the top of the list. However, if you save a Create a Record action, close the process, and then reopen the action, required fields don’t always appear in the normal order.
    - If a platform event is configured to publish immediately, the process publishes each event message outside of the database transaction. If the transaction fails and is rolled back, the event message is still published and can’t be rolled back. So if you see an informational message under the selected platform event, consider whether you want the process to publish an event message only after the transaction commits successfully.

#### See Also

- [_Platform Events Developer Guide_: Decoupled Publishing and Subscription](https://developer.salesforce.com/docs/atlas.en-us.platform_events.meta/platform_events/platform_events_considerations_decoupled_processes.htm)
- [_Platform Events Developer Guide_: Platform Event Fields](https://developer.salesforce.com/docs/atlas.en-us.platform_events.meta/platform_events/platform_events_define_ui.htm)