Fri, May 13, 2022 Set Custom Salesforce Fields In Workflows

Workflows support automatic creation of Salesforce accounts, contacts and lead. We've just added the ability to set custom fields on accounts, contacts and leads created during workflows. This is useful if you want to configure workflow-specific behavior within Salesforce - or if you just want to run Salesforce reports on the objects that were created by specific workflows.

Custom fields can be defined in a Workflow's Salesforce Action.

Setting custom Salesforce fields in a workflow.