Create a contact, opportunity, or other object record instead of a lead in Salesforce

Overview

When a new invitee schedules, the Salesforce flow will create a new lead. To create a different object record instead, such as a contact or opportunity, you can edit the flow's Create Records: Create New Lead element.

The steps in this article will show how to create a contact, but you can replace this with another object record of your choice. 

How to create a contact instead of a lead in Salesforce

Version 2 Version 1.11
  1. In Salesforce Setup, search for Flows. Select Flows.
    • If you haven't customized the CreateEventTemplate before, you'll need to create a new flow based on the template. To do so, follow the steps below, or view Salesforce's Customize Standard Flow Templates
      • Select New Flow.
      • Under All+Templates, select CreateEventTemplate, then select Next.
      • When saving the flow, you can call the new flow something like "CreateEvent."
    • If you've already customized the CreateEventTemplate flow, then open your customized flow.
  2. Select the Create Records: Create New Lead element.
    SF__create_records_create_new_lead.png
  3. Under Edit Create Records, at Label, enter Create New Contact.
  4. At API Name, update the name to Create_New_Contact.
  5. Under Create a Record of This Object, at Object, enter Contact.
  6. Under Set Field Values for the Contact, map the following Fields to their corresponding Values from Calendly:
    1. For the first field:
      • Set the Field to FirstName. 
      • For the Value, select Calendly__CalendlyAction__c, then select Invitee First Name.
    2. Select +Add Field. For the second field:
      • Set the Field to LastName. 
      • For the Value, select Calendly__CalendlyAction__c, then select Invitee Last Name.
    3. Select +Add Field. For the third field:
      • Set the Field to Email. 
      • For the Value, select Calendly__CalendlyAction__c, then select Invitee Email.
    4. Select +Add Field. For the fourth field:
      • Set the Field to OwnerId. 
      • For the Value, select OwnerId
  7. Check the box Manually assign variable.
  8. Under Store Contact ID in Variable, at Variable, select WhoRecordedId.
    SF__edit_create_records.png
  9. Select Done.
  10. To save the flow, select Save. Select Save As to save the modified version of a the flow. To activate the flow, select ActivateNote: you will also need to deactivate the CreateEventTemplate, so you don’t have duplicate events in Salesforce.

 

 

 

 

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