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The Find or Create Salesforce Record action searches for a record by field criteria and creates a new record if no match exists. Use it to ensure a contact or account exists before updating it, or to create records only when they don’t already exist in your Workflow.
1

Add the Find or Create Salesforce Record action

While editing a Workflow, click the + button between existing steps. Select Find or Create Salesforce Record from the action list to add it to your Workflow.
Adding the Find or Create Salesforce Record action from the action picker
2

Connect your Salesforce account

If you haven’t already, connect your Salesforce account to Cassidy. This allows Cassidy to access your Salesforce records and find or create them from your Workflow.
Salesforce connection prompt in the action configuration
3

Rename the action (optional)

If you want to make the action more descriptive or easier to reference as a variable later, enter a new name in the action title field.
4

Select the record type

Use the Type dropdown to choose the Salesforce object type you want to find or create — for example, Lead, Contact, Opportunity, Account, Task, User, Case, or a custom object.
Type dropdown in the Find or Create Salesforce Record action
Expanded list of Salesforce object types
5

Define search criteria

Under Fields to search by, click Add Condition to specify how to find the record. Select the field to search on, choose the operation (equals, contains, etc.), and enter the value to match. You can add multiple conditions — they combine with AND logic, so only records matching all conditions are returned.
Search criteria configuration with field, operation, and value
Use variables from your trigger or previous steps as search values — for example, reference an email address from the trigger to look up a contact.
6

Select fields to return

Under Fields to return, click + Add Field and select the Salesforce fields you want returned as output variables. These values are available in subsequent Workflow steps for both found and newly created records. Click the trash icon next to a field to remove it.
Fields to return configuration showing selected Salesforce fields
7

Map fields for new record creation

Under Create new object (if no results found), map the fields and values to use when creating a new Salesforce record. Required fields for the selected record type are pre-populated. Click + Add Field to add additional fields, and enter the corresponding value for each. Use variables from previous steps to populate field values dynamically.
Field mapping for creating a new record when no match is found