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Salesforce ACTION

Create CRM Record

Create a new Salesforce record of any object type. Use Describe Object first if you're unsure what fields are available or required. For picklist fields, use the API value from Describe Object, not the display label.

Common required fields:

  • Account: Name
  • Contact: LastName
  • Lead: LastName, Company
  • Opportunity: Name, StageName, CloseDate
  • Case: Subject
  • Task: Subject
  • Event: Subject, StartDateTime, EndDateTime

To add a Contact/Lead to a Campaign, create a CampaignMember: {"CampaignId": "701xxx", "ContactId": "003xxx"} or {"CampaignId": "701xxx", "LeadId": "00Qxxx"}. See the documentation

  • Action
  • Writes data
  • OAuth
  • SDK
  • MCP

IMPLEMENTATION

Call this tool

Connect a user's Salesforce account once, then configure and run Create CRM Record from your backend or agent.

import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const result = await pd.actions.run({
  id: "salesforce_rest_api-create-crm-record",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    salesforce_rest_api: { authProvisionId: "apn_xxxxxxx" },
    objectType: "Object Type",
    properties: "Record Properties",
  },
})

console.log(result)

SCHEMA

Inputs

Pipedream supplies the connected account. Your application provides the operation-specific values below. Dynamic inputs are resolved against that user's account.

Create CRM Record inputs
Property Type Description
objectType Object Type string
The Salesforce object API name (e.g. Account, Contact, Lead, Opportunity, Case, Task, Event). Use List Objects to discover custom object types (ending in __c).
Required
properties Record Properties object
Field name → value pairs for the new record. Example for Contact: {"FirstName": "Jane", "LastName": "Doe", "Email": "jane@example.com", "AccountId": "001xxx"}. Example for Opportunity: {"Name": "Acme Deal", "StageName": "Prospecting", "CloseDate": "2025-12-31", "Amount": 50000}. Use Describe Object to discover valid field names and picklist values.
Required

REFERENCE

Tool details

Behavior hints are published with the component in the Pipedream registry and surface as MCP tool annotations, so an agent can reason about a tool before it calls it.

Registry key
salesforce_rest_api-create-crm-record
Version
0.0.4
App
Salesforce
Authentication
OAuth
Read-only
No
Destructive
No
Open world
Yes