17.2.4. Create a Record App
- 03 Jan 2023
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17.2.4. Create a Record App
- Updated on 03 Jan 2023
- 2 Minutes to read
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- DarkLight
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Summary
Used for: Creating a record in salesforce
Container: Action
Call Policy: ✔
Data Analytics Policy: ✔
Configuration Details
The Create a Record app creates a result set which can then be used anywhere else in the policy where macros are available to create records within Salesforce.
Policy Type
Call | Data Analytics |
|---|---|
Available | Available |
Location
The Create a Record app is found in the Action container:
Configuration
The options for this app consist of Name this item and Configure this Item:
Configure This Item
The following fields should be configured to contain the details that are to apply when updating Salesforce records.
Built In Property | Value (*default) | Notes |
|---|---|---|
Result Set | Pre-filled text field** MyData* | MyData is the default name for the result set, but can be altered as desired. This can then be used wherever a macro can be inserted. |
Test Create | This is a clickable button. Once the app has been configured, click to test that the intended records are updating appropriately. | |
Trigger When | Check boxes for Record created* (checked by default) and Error returned (unchecked by default) | If neither of these is checked, this app loses the ability to route the call flow, i.e. the app is not triggered. The first check box means the app is triggered when the configured record is created. The second means the app is triggered when an error is returned. |
Record Type | Dropdown list: this lists all Record Types available for updating within the Org. | The record type defines, not only which record type should be created, but also what fields are then available to be used. |
Owner ID | Blank Text Field** | Enter the owner ID of the record that is to be created. Macros can be used. |
Show Salesforce API Names | This check box is blank by default. | By checking this check box, it updates the fields in the Record Type dropdown box to chow the Salesforce API names instead of the friendly names. |
Set Field Values - This box is where the field to be created and the value that it is to be set to are configured. More than one row can be added by clicking Add Row. | ||
Field | Dropdown list: this updates to show the relevant fields depending on the selection in the Record Type dropdown list. | Select the field in the record that is to created. |
Value | Blank Text Field** | Enter the value that this field should be set to. Macros can be used. |
Result
After an item has passed through this app, it either links to a new container linked from this app (if the app was triggered - to note, when neither of the Trigger When check boxes are checked, which means it cannot be triggered to reroute the call flow), or passes on the the next app within the container or the container itself (if the app was not triggered).
If the app is triggered but there is no link to a follow up container, the call is hung up as a default. |
|---|
This app configures which information is to be gleaned from the call or data that is passing through a container and saves the result which can then be used wherever macros can be inserted to create an appropriate Salesforce record.
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