Create account

The Salesforce create account action creates new Account records in your connected Salesforce org. This is a write-only action that creates new records each time it runs and does not update or delete existing accounts. Design workflows carefully to avoid unintentional duplicates and respect your organization's validation rules.

Prerequisites

• Your Salesforce org must be connected as a data source in Glean, and an admin must enable the Salesforce action pack and complete Salesforce Actions Setup including OAuth configuration.

• Users must authenticate for Salesforce actions on first use.

Supported parameters

Parameter	Type	Description
Billing postal code	String	Billing address postal/zip code. Examples: "94105" "10001" "60601"
Fax	Integer	Fax number. Examples: "(555) 123-4568" "+1-800-555-0124"
Shipping city	String	Shipping address city. Examples: "San Francisco" "New York" "Chicago"
Shipping country	String	Shipping address country. Examples: "USA" "United States" "Canada" "UK"
Shipping state	String	Shipping address state/province. Examples: "CA" "NY" "IL" "California" "New York" "Illinois"
Description	String	Text description of the account. Examples: "Leading provider of cloud solutions" "Fortune 500 company specializing in consumer goods"
Industry	String	Industry the account belongs to. Examples: "Agriculture" "Banking" "Biotechnology" "Communications" "Construction" "Consulting"
Parent ID	Integer	ID of the parent account if this is a subsidiary. Must be a valid Salesforce Account Id (15- or 18-character). Examples: "001XXXXXXXXXXXXXXX" "001xx000003DGgPAAW"
Shipping street	String	Shipping address street. Examples: "123 Main St" "456 Enterprise Blvd Suite 200"
Sic desc	String	Standard Industrial Classification (SIC) description. Examples: "Business Services" "Manufacturing"
Account source	String	Source of the account. Examples: "Advertisement" "Employee Referral" "External Referral" "Partner" "Public Relations" "Seminar - Internal" "Seminar - Partner" "Trade Show" "Web" "Word of mouth" "Other"
Billing country	String	Billing address country. Examples: "USA" "United States" "Canada" "UK"
Billing state	String	Billing address state/province. Examples: "CA" "NY" "IL" "California" "New York" "Illinois"
Name	String	Account name (required field in Salesforce). Examples: "Acme Corporation" "Global Enterprises Inc." "Tech Innovations Ltd."
Type	String	Type of account. Examples: "Analyst" "Competitor" "Customer" "Integrator" "Investor" "Partner" "Press" "Prospect" "Reseller" "Other"
Website	String	Company website URL. Examples: "https://www.example.com" "www.company.com"
Billing street	String	Billing address street. Examples: "123 Main St" "456 Enterprise Blvd Suite 200"
Phone	Integer	Phone
Shipping postal code	Integer	Shipping address postal/zip code. Examples: "94105" "10001" "60601"
Number of employees	Integer	Number of employees. Examples: 50 500 5000
Annual revenue	Integer	Estimated annual revenue. Examples: 1000000 5000000 50000000
Billing city	String	Billing address city. Examples: "San Francisco" "New York" "Chicago"

Usage examples

• "Create a new Salesforce account for Abc Corporation with website abc.com."

• "Add a new account in Salesforce for TechStart Inc in the technology industry."

• "Set up a Salesforce account for Global Solutions with 500 employees and annual revenue of $10M."

Troubleshooting

• Possible cause: Salesforce is not connected as a datasource, or the Salesforce action pack is not enabled or published.
• Fix: A Glean admin should verify that Salesforce is connected under Admin Console → Platform → Data sources and that the Salesforce action pack is enabled and published under Admin Console → Platform → Actions.

• Possible cause: The Salesforce connected app is misconfigured, the user has not completed OAuth, or their account is missing required scopes for write operations.
• Fix: In Salesforce Setup, verify the connected app OAuth settings (callback URL, scopes, and permitted users). Ask the user to revoke and re-authorize the Glean app in Salesforce, then re-run the agent.

• Possible cause: Salesforce duplicate or matching rules detected an existing similar account and blocked automatic creation.
• Fix: Work with your Salesforce admin to review duplicate-management rules. Consider designing agents to search for existing accounts before creating new ones.

FAQs

No. Salesforce create account only creates new records. It does not update or delete existing accounts. Use separate Salesforce actions for updates or modifications.

Yes. You can combine Salesforce create account with other Salesforce actions such as Get account, Search accounts, Create contact, Create opportunity, Send email, and Log email activity in the same agent. For a complete catalog, see the Salesforce actions documentation.

Design your agent workflow to search for existing accounts first using the Search accounts action. Only create a new account if no matching record is found. Also work with your Salesforce admin to configure appropriate duplicate detection rules.

Salesforce will return a validation error if required fields are not provided. Ensure your agent collects all required fields before calling the action, based on your organization's field requirements and validation rules.