> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cassidyai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Salesforce record created trigger

> Start a Workflow automatically when a new record is created in Salesforce.

The Salesforce Record Created trigger runs your [Workflow](/workflows/overview) 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.

<Steps>
  <Step title="Add the Record Created trigger">
    Create a new [Workflow](/workflows/overview) 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**.

    <Frame>
      <img src="https://mintcdn.com/cassidy/Won7bFEKpcJoIUEp/images/reference/salesforce-record-created-trigger-img-0.png?fit=max&auto=format&n=Won7bFEKpcJoIUEp&q=85&s=ed85fdec01d3130f4126e70958eb484e" alt="Selecting the Salesforce Record Created trigger in the Workflow builder" width="868" height="388" data-path="images/reference/salesforce-record-created-trigger-img-0.png" />
    </Frame>
  </Step>

  <Step title="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.

    <Frame>
      <img src="https://mintcdn.com/cassidy/Won7bFEKpcJoIUEp/images/reference/salesforce-record-created-trigger-img-1.png?fit=max&auto=format&n=Won7bFEKpcJoIUEp&q=85&s=f0e57a098a97de19f86aed8b7d90c1c0" alt="Salesforce connection prompt in the trigger configuration" width="1012" height="938" data-path="images/reference/salesforce-record-created-trigger-img-1.png" />
    </Frame>
  </Step>

  <Step title="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.

    <Frame>
      <img src="https://mintcdn.com/cassidy/Won7bFEKpcJoIUEp/images/reference/salesforce-record-created-trigger-img-2.png?fit=max&auto=format&n=Won7bFEKpcJoIUEp&q=85&s=9b9c7735805b41585eae2f4a571ebed6" alt="Type dropdown showing Salesforce record type options" width="1008" height="212" data-path="images/reference/salesforce-record-created-trigger-img-2.png" />
    </Frame>
  </Step>

  <Step title="Add filters (optional)">
    To trigger the Workflow only for records that meet certain criteria, add an [Only Continue If](/reference/actions/only-continue-if) action after the trigger. This lets you filter by specific field values before the rest of the Workflow runs.
  </Step>

  <Step title="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.

    <Frame>
      <img src="https://mintcdn.com/cassidy/Won7bFEKpcJoIUEp/images/reference/salesforce-record-created-trigger-img-3.png?fit=max&auto=format&n=Won7bFEKpcJoIUEp&q=85&s=3e1e81dbf5becf5c75e57439d4056c2c" alt="Variable picker showing available Salesforce record fields" width="1330" height="764" data-path="images/reference/salesforce-record-created-trigger-img-3.png" />
    </Frame>
  </Step>

  <Step title="Activate the trigger">
    In the trigger block, click the toggle switch to turn it on.

    <Frame>
      <img src="https://mintcdn.com/cassidy/Won7bFEKpcJoIUEp/images/reference/salesforce-record-created-trigger-img-4.png?fit=max&auto=format&n=Won7bFEKpcJoIUEp&q=85&s=b453231f56809142705ef0cdae391f1c" alt="Toggle switch to activate the Salesforce Record Created trigger" width="870" height="306" data-path="images/reference/salesforce-record-created-trigger-img-4.png" />
    </Frame>
  </Step>
</Steps>

<Note>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.</Note>

## Related

* [Salesforce Record Updated trigger](/integrations/salesforce/record-updated-trigger)
* [Update Salesforce Record](/integrations/salesforce/update-record)
* [Look Up Salesforce Record](/integrations/salesforce/look-up-record)
* [Salesforce for Workflows](/integrations/salesforce/workflows)