Create Lead Salesforce

You'll need the following inputs to push a lead to Salesforce:

• first_name  (required)
• last_name (required) 
• company_name (required)
• email (optional)

We'll automatically map additional fields coming from other tasks in a multi-steps workflow:

• company_name as Company
• job_title as Title
• And so on..

The mapping takes 3 fields:

• key which is the data we extract/enrich from a step, like company_name or  email 
• value which corresponds to the Salesforce API mapping, like Company or  Email 
• default is very helpful to set any additional Salesforce field, like OwnerId, since you don't to get if from a previous step

Generally speaking, the mapping is set by default in templates.

If you need additional help using Salesforce, contact support@captaindata.co.

Map a value coming from metadata

To map a value coming from a CSV file you input and use it as "metadata", you need to activate manual mapping as below and put your metadata key in the textarea by passing meta.key_name (e.g. meta.salesforce_people_id: