The Salesforce Destination step is used to modify records on Salesforce using Create, Update or Upsert statements. A Salesforce account and files/data in a blob on Salesforce is required for this step to work.

Illustrated in the below image is a flow where the Salesforce Destination step is used. The records are created using a Record Generator Source step.

To add a Salesforce Destination step in a flow, follow the below instructions:

1. Click on the highlighted icon as shown in the below image.

2. The below page will appear. Click on the Mapper tab and select or search for Salesforce as shown in the image below.

Illustrated in the below image is the configuration that is available in the Salesforce Destination step.

A connection is required for this step. Select an existing connection by clicking on the dropdown arrow as shown in the image above. Alternatively, click on the highlighted plus button to create a new connection.

Salesforce Object – The Salesforce object to target with the operation. Click on the selection icon on the right side to access a list of available objects to choose from as shown in the image below. Account is selected as the object in this example.

Method Field – The method to use to query Salesforce. In this example, the Create method is used where a new account will be created.

Record IO Checkbox – Selecting the button will record the actual IO value sent to Salesforce.

Input – The input value to use.

The image below shows the current accounts in Salesforce.

The image below shows the Record Generator Source step. A new account is being created. The fields match the fields on Salesforce. In this example, some of the data have been changed to avoid duplications.

To use a Salesforce Destination step, follow the instructions below:

1. Click the Execute Flow button shown in the image below.

2. Click the Create Run button.

The image below shows the Accounts in Salesforce after the run. The new Account has been created.