Create lead

The Salesforce Create lead action creates new lead records in your connected Salesforce org. This write action creates a new lead each time it runs. Running the same configuration multiple times will create duplicate leads, so design your workflow accordingly.

Limitations

• As with other Salesforce actions, the exact parameter set and behavior can change over time. Confirm how this action behaves in your own environment before you depend on it for large-scale or fully automated lead creation.

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
Annual revenue	Number	Estimated or known annual revenue for the lead’s company.
City	String	City for the lead’s mailing or business address.
Company	String	Company name associated with the lead (required).
Country	String	Country for the lead’s mailing or business address.
Description	String	Free-form notes or additional context about the lead.
Email	String	Primary email address for the lead.
First name	String	Lead’s given name.
Industry	String	Industry classification for the lead’s company.
Last name	String	Lead’s family name or surname (required).
Lead source	String	Origin of the lead (for example, Web, Partner, Event).
Number of employees	Integer	Number of employees at the lead’s company.
Phone	String	Primary phone number for the lead.
Postal code	String	Postal or ZIP code for the lead’s address.
Rating	String	Internal quality or priority rating for the lead.
State	String	State, province, or region for the lead’s address.
Status	String	Current lifecycle status of the lead (for example, New, Working).
Street	String	Street line of the lead’s mailing or business address.
Title	String	Job title or role of the lead.
Website	String	Website URL associated with the lead’s company.

Usage example

You have a list of qualified prospects from a recent trade show and need to add them to Salesforce as leads, then send personalized follow-up emails and update their status to show active outreach.

Instruction to an agent:

"Create a new lead in Salesforce for ABC JIM, Director of Engineering at XYZ Inc, email abc@example.com, phone 444-555-1111, located in San Francisco, CA. Set the lead source to Trade Show and industry to Technology. Then send him a personalized follow-up email about our enterprise product demo and update his lead status to Working - Contacted."

Resulting behavior:

• Calls Create lead with:

  • First name set to "ABC".

  • Last name set to "JIM".

  • Company set to "XYZ Inc" (required).

  • Title set to "Director of Engineering".

  • Email set to "abc@example.com".

  • Phone set to "444-555-1111".

  • City set to "San Francisco".

  • State set to "CA".

  • Country set to "United States".

  • Lead source set to "Trade Show".

  • Industry set to "Technology".

  • Status set to "New".

• Creates a new Lead record in Salesforce.

• Returns the Lead ID (for example, "00Qxx000001234567").

• Calls Send email action to send personalized follow-up email to Michael.

• Calls Update lead action to change status to "Working - Contacted".

• Confirms the lead was created and outreach completed.

Workflow tip: Combine this action with Salesforce Send email and Update lead to create complete prospecting workflows. You can also process leads from structured sources like Google Sheets by iterating through rows. For complex workflows, use conditional logic to branch based on lead properties like industry or region to send different email templates or assign to different owners.

Troubleshooting

• Possible cause: Salesforce is not connected as a data source in the Admin console, or the Salesforce action pack is not enabled under Actions according to the Salesforce Actions Setup instructions.
• Fix: A Glean admin should complete Salesforce Actions Setup including OAuth configuration and ensure Salesforce actions appear under Actions → By datasource → Salesforce in the agent builder.

• Possible cause: The Salesforce OAuth app is not configured correctly (callback URL, Consumer Key, or Consumer Secret), or the user running the agent has not completed the required Salesforce authorization flow from Glean.
• Fix: Have the user retry the agent and complete the Salesforce auth prompt. If errors persist, a Glean admin must re-check the OAuth setup on the Salesforce Actions Setup page and re-run the configuration steps.

• Possible cause: The prompts of the agent and field mappings into the Salesforce Create lead action do not match your Salesforce org's schema or defaulting rules, for example, default lead owner or required fields.
• Fix: Adjust the agent step configuration and prompts so the correct fields are passed, or update your Salesforce defaults and validation rules so they align with how the agent is creating leads.

• Possible cause: In flows that chain Salesforce Create lead and Salesforce Update lead, the agent is not capturing or passing the correct lead ID between steps; updating the same lead is difficult if the ID is not readily available and the update step is not fully background-runnable.
• Fix: Add a human review step or explicit confirmation of the lead record before running Salesforce Update lead, or adjust the agent design so updates happen only after the lead ID is clearly available to the agent runner.

FAQs

Yes. This action is designed to work alongside other Salesforce hero actions such as Send email and Update lead, so agents can create a lead, send an intro email, and update the lead status in a single coordinated run.

This action creates a new lead each time it runs. If you run the same configuration multiple times with the same lead information, you will create duplicate lead records in Salesforce. Design your workflow to avoid unintentional duplicates by adding checks or confirmation steps.

Yes. You can use this action in workflows that iterate through structured data sources like Google Sheets, creating a lead for each row. Combine with Send email and Update lead actions to complete the full prospecting workflow for each lead.