Create Records (Advanced)
Overview
This action allows records to be created while also setting advanced DML Options.
This action respects user permissions for Field Level Security and Object Level Security.
This action should only be used if the advanced functionality of setting DML Options is required, such as running assignment rules or allowing Field Truncation. Otherwise, it is recommended to use the standard Create Record action in Flows.
Inputs
Record
A single record that will be created and inserted into the database.
| Type |
|---|
| Record |
Records
A collection of records that will be created and inserted into the database.
| Type |
|---|
| Record Collection |
Allow Field Truncation
Setting this value to true allows field values that are too long to be trimmed upon insert instead of failing.
| Type |
|---|
| Boolean |
Allow Duplicates
Setting this value to true bypasses Duplicate Rules and allows duplicate records to be created.
| Type |
|---|
| Boolean |
Run Default Assignment Rule
Setting this value to true runs the default assignment rules for the created object.
| Type |
|---|
| Boolean |
Assignment Rule to Run
Specify what Assignment Rule to run. Query this record in a previous step of the Flow to use here.
| Type |
|---|
| Assignment Rule Record |
Send Auto Response Emails
Setting this value to true triggers auto-response rules for leads and cases. This email can be automatically triggered by creating, editing, or deleting a contact for a case.
| Type |
|---|
| Boolean |
Send User Emails
Setting this value to true triggers email that is sent to users in the organization. This email can be automatically triggered by a number of events; resetting a password, creating a new user, or creating or modifying a task.
| Type |
|---|
| Boolean |
Send Other Emails
Setting this value to true triggers email that is sent to users in the organization. This email can be automatically triggered by creating, editing, or deleting a contact for a case.
| Type |
|---|
| Boolean |
Locale
Specifies the language of any labels that are returned. The value must be a valid user locale (language and country), such as de_DE or en_GB.
| Type |
|---|
| Boolean |
External ID Lookup Field Mappings
Set field mappings that enable lookup fields to be automatically set based on External ID fields in related objects. The format is a CSV of Lookup API Field Name:Related Object External ID API Field Name.
For example, let's say there is an Account record with an External_ID__c field containing a value of NS-1234. If you are inserting Contact records you can set the AccountId field
to NS-1234 on the Contact and pass in the following value to this configuration input.
AccountId:External_ID__c
Upon record creation, the AccountId lookup field on the Contact will automatically point to the Account with the value of NS-1234 in the External_ID__c field.
| Type |
|---|
| Text |
Validate Only
This will perform a test insert and no records will be saved to the database. This will also set the Save Results output variable that can be used to determine why the creation of records failed. This is useful if you would like to show a message to users why the records have failed before attempting the insert.
| Type |
|---|
| Boolean |
Outputs
Record
The single record after creation. The ID field is available on this record.
| Type | Variable Name |
|---|---|
| Record | record |
Records
The record collection after creation. The ID field is available on these records.
| Type | Variable Name |
|---|---|
| Record Collection | records |
Successful
Set to true if the create record action was successful.
This value is only set to false when the input variable Validate Only is set to true. If Validate Only is set to null or false and the create record action fails an exception will be returned that can be handled with a flow Fault Path.
| Type | Variable Name |
|---|---|
| Boolean | successful |
Error Message
If Validate Only is set to true and the create record action fails this value will contain the error message.
| Type | Variable Name |
|---|---|
| Text | errorMessage |
Save Results
If Validate Only is set to true this output variable will contain detailed information for each record creation for successes and failures.
| Type | Variable Name |
|---|---|
| Save Result (Collection) | saveResults |
Apex-Defined Types
SaveResult
This custom data type provides detailed information on the successes and failures for records when Validate Only is set to true.
| Name | Type | Description |
|---|---|---|
record | Record | The record that was inserted or validated. |
success | Boolean | Boolean that indicates if if record was created successfully or passed validation. |
errors | Error (Collection) | A collection of Error records with details on record creation failure or validation failure. |
objectName | Text | The API Name of the created records |
SaveResult.Error
This custom data type provides detailed information on the successes and failures for records when Validate Only is set to true.
| Name | Type | Description |
|---|---|---|
message | Record | The error message text. |
statusCode | Boolean | The error status code. |
fieldNames | Text (Collection) | A collection of field names that identifies which fields in the object, if any, affected the error condition. |