How to set up and use Find or Create Salesforce Record action
Finds a record in Salesforce or creates one if it doesn't exist. Follow these steps:
*For more information on the integration needed, visit the related article in the Integrations collection.
Add a Find or Create Salesforce Record action: While editing a workflow, click the plus button between existing blocks. This will open a modal where you can select from Cassidy's pre-configured actions. Choose the Find or Create Salesforce Record action to add it to your workflow.
2. Add Salesforce connection: If you haven't already, connect your Salesforce account to Cassidy. This will allow Cassidy to access your Salesforce records and find or create them based on workflows in Cassidy.
3. Rename the action (if needed): If you want to make the action more descriptive or easier to reference as a variable later, enter a new name.
4. Select "Type": Choose the Salesforce object type that you want to search for or create, such as Accounts, Opportunities, Contacts, or Cases.
5. Enter criteria for "Fields to search by": Define the search criteria to locate the specific record(s) you want to find. Click "Add Condition", select the Field to search on, choose the appropriate operation condition (equals, contains, etc.), and fill out the value it should match against. You can add multiple conditions that will be combined with an AND operator, meaning the search will only return records matching all the specified criteria. Delete any unneeded conditions.
*Variables are inputs from the trigger, or outputs from previous steps
6. Select "Fields to return": Specify which fields from the matched or created Salesforce record should be returned as output variables. Click the "+ Add Field" button and select the desired Salesforce fields. These field values can then be used in subsequent workflow steps. If you need to remove a selected return field, click the trash icon next to it.
7. Fill out "Create new object (if no results found)": Map the fields and values to use when creating a new Salesforce record if no matching records are found based on the search criteria. The first set of keys are pre-populated, representing the required fields for creating a new record of the selected type. You can add additional fields by clicking "+ Add Field", selecting the key, and entering the corresponding value. If you need to remove a non-required field, click the trash icon next to the key-value pair.
