Create Salesforce records from the map. Leverage the location information from any point or Google search result to create a Lead or another type of Salesforce record.

The Create Record action allows you define the fields a user is required to complete and map the data from sources like Google or other Salesforce records into the new record creation process. One great use case for the Create Record action is to add Google Places search result as a lead or account in Salesforce. Use our built-in Google Places search to look for local businesses (e.g. restaurants or dentist offices) and add them into Salesforce to serve as a lightweight prospecting tool. Another popular use case is to launch a new Case or Opportunity from a mapped search result.

To learn more about Creating a Record, visit our help site.


Visit our support portal for detailed documentation and help articles.

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