Salesforce Sales Cloud New Customer Onboarding
Version 1.0.0
Create an Account, attach a primary Contact, then open an Opportunity against it.
1 workflow
1 source API
1 provider
new-customer-onboarding
Create Account, then Contact, then Opportunity in one chained flow.
Chains three create operations against the SObject Rows resource. Each create returns the new record id, which is fed forward so the Contact and Opportunity are correctly associated with the parent Account.
3 steps
inputs: accessToken, accountName, contactEmail, contactFirstName, contactLastName, opportunityCloseDate, opportunityName, opportunityStage
outputs: accountId, contactId, opportunityId
1
createAccount
Create the Account record that anchors the customer relationship.
2
createContact
Create the primary Contact and link it to the new Account.
3
createOpportunity
Open an Opportunity against the new Account to track the deal.
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