Data Providers
Salesforce
Create records in objects
5min
Create records in Salesforce objects straight from your mobile device. If you at a customer and want to create a new account with the customer or capture a new opportunity while having coffee with a prospect, you can design a form and use the Salesforce provider's create method.
You can use the object reference for Salesforce, https://workbench.developerforce.com/login.php, or the Salesforce schema builder to check the objects, required fields, and relationships. The minimum needed to create a record is based on the required fields.
![Salesforce schema builder Salesforce schema builder](https://images.archbee.com/x7vdIDH6-ScTprfmi2XXX/r0ILhitTT-XYMa78Yytn5_salesforceschema.png?format=webp)
Salesforce schema builder
Creat an Account object
New opportunity
Updated 22 Nov 2023
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