account/create

Create a new Account record in Salesforce representing a company or organization.

When to Use

Create an account when a new enterprise customer signs a contract or onboards.
Sync a company profile from LinkedIn enrichment into Salesforce as a new account.
Provision a Salesforce account as part of a new tenant onboarding workflow.
Import accounts from a legacy CRM migration pipeline.
Create an account automatically when a lead is converted to a previously unknown company.

Configuration

Connection

Field	Type	Required	Description
`InstanceUrl`	string	required	Salesforce org URL.
`AccessToken`	string	required	Valid OAuth2 access token. Store in BizFirst Credentials Manager.

Operation Fields

Field	Type	Required	Description
`Name`	string	required	Account name (company name).
`Type`	string	optional	Account type picklist, e.g. `Customer`, `Partner`, `Prospect`.
`Industry`	string	optional	Industry classification picklist.
`Website`	string	optional	Company website URL.
`Phone`	string	optional	Main phone number.
`BillingStreet`	string	optional	Billing address street.
`BillingCity`	string	optional	Billing city.
`BillingState`	string	optional	Billing state or province.
`BillingPostalCode`	string	optional	Billing postal code.
`BillingCountry`	string	optional	Billing country.
`AnnualRevenue`	decimal	optional	Annual revenue figure.
`NumberOfEmployees`	int	optional	Employee headcount.
`Description`	string	optional	Free-text description.
`OwnerId`	string	optional	Salesforce User ID to assign as account owner.

Sample Configuration

{
  "Resource": "account",
  "Operation": "create",
  "InstanceUrl": "https://myorg.my.salesforce.com",
  "AccessToken": "{{credentials.salesforce.accessToken}}",
  "Name": "Acme Corporation",
  "Type": "Customer",
  "Industry": "Technology",
  "Website": "https://acme.com",
  "Phone": "+1-555-0200",
  "BillingStreet": "123 Main St",
  "BillingCity": "San Francisco",
  "BillingState": "CA",
  "BillingPostalCode": "94105",
  "BillingCountry": "US",
  "NumberOfEmployees": 1200,
  "AnnualRevenue": 50000000
}

Validation Errors

Error Code	Condition
`CFG_INVALID`	Node settings could not be resolved.
`CFG_MISSING_INSTANCE`	`InstanceUrl` is missing or empty.
`CFG_MISSING_TOKEN`	`AccessToken` is missing or empty.
`VAL_MISSING_FIELD`	`Name` is missing or empty.
`UNEXPECTED_ERROR`	Unexpected exception during execution.

Output

Success Port

Field	Type	Description
`accountId`	string	18-character Salesforce ID of the newly created Account.
`createdAt`	string	ISO 8601 creation timestamp.
`status`	string	Always `created` on success.
`resource`	string	Always `account`.
`operation`	string	Always `create`.

Error Port

Field	Type	Description
`errorCode`	string	Machine-readable error code.
`message`	string	Human-readable description of the error.

Sample Output

{
  "accountId": "0015g000007HijKAB",
  "createdAt": "2026-05-26T11:00:00.000Z",
  "status": "created",
  "resource": "account",
  "operation": "create"
}

Expression Reference

Expression	Description
`{{nodes.CreateAccount.accountId}}`	The Salesforce Account ID of the created record.
`{{nodes.CreateAccount.createdAt}}`	Creation timestamp.
`{{nodes.CreateAccount.status}}`	Operation status.
`{{nodes.CreateAccount.errorCode}}`	Error code from error port.

Node Policies & GuardRails

Policy	Detail
Credential storage	Store `AccessToken` in BizFirst Credentials Manager.
Duplicate prevention	Check for existing accounts by name or website before creating to avoid duplicates. Use SOQL or Salesforce duplicate rules.
Picklist validation	`Type` and `Industry` values must match picklist entries in the org.
Error port wiring	Always wire the error port. Org validation rules and duplicate detection rules can block creation.
Sandbox testing	Test in sandbox before running in production.

Examples

Create Account on Customer Sign-Up

When a new enterprise customer signs up, a webhook triggers the workflow that creates their Salesforce account.

{
  "Name": "{{trigger.companyName}}",
  "Type": "Customer",
  "Website": "{{trigger.website}}",
  "Phone": "{{trigger.phone}}",
  "Industry": "{{trigger.industry}}"
}

Sync from LinkedIn Enrichment

An enrichment service returns company data. Map fields to the account node to create the Salesforce record.

{
  "Name": "{{nodes.Enrich.companyName}}",
  "Industry": "{{nodes.Enrich.industry}}",
  "NumberOfEmployees": "{{nodes.Enrich.headcount}}",
  "AnnualRevenue": "{{nodes.Enrich.revenue}}",
  "Website": "{{nodes.Enrich.website}}"
}

Legacy CRM Migration

A Loop node iterates over CSV rows. For each row, call account/create and store the returned accountId for use in subsequent contact and opportunity creation steps.

{
  "Name": "{{loop.current.company_name}}",
  "BillingStreet": "{{loop.current.address}}",
  "BillingCity": "{{loop.current.city}}",
  "BillingCountry": "{{loop.current.country}}"
}