The Salesforce Record Created trigger runs your Workflow whenever a new record is created in Salesforce. Use it to automate follow-up on new leads, enrich new contacts, or process new opportunities. This trigger works for various Salesforce record types, including accounts, contacts, leads, opportunities, and custom objects. The setup process is the same for all record types.Documentation Index
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Add the Record Created trigger
Create a new Workflow with a Salesforce Record Created trigger, use an existing Workflow with this trigger, or change an existing Workflow’s trigger type to Salesforce Record Created.
Connect your Salesforce account
If you haven’t already, connect your Salesforce account to Cassidy. This allows Cassidy to access your Salesforce records and trigger Workflows based on new record creation.
Select the record type
Use the Type dropdown to choose which Salesforce object type you want to monitor for new records — for example, Account, Contact, Lead, Opportunity, or a custom object.
Add filters (optional)
To trigger the Workflow only for records that meet certain criteria, add an Only Continue If action after the trigger. This lets you filter by specific field values before the rest of the Workflow runs.
Reference the trigger variables
In subsequent actions, use the variable picker to insert data from the trigger. Variables map to the Salesforce properties of the new record, letting you use record data throughout your Workflow.
The Salesforce Record Created trigger does not activate for records that already exist. It only triggers when a new record is created after the trigger has been activated.