capabilities.work

New Customer Onboarding

A 3-step recipe with Salesforce Sales Cloud. We can help you get access.

Recipe · 3 steps

New Customer Onboarding

with Salesforce Sales Cloud

Create Account, then Contact, then Opportunity in one chained flow.

  1. Create the Account record that anchors the customer relationship.
  2. Create the primary Contact and link it to the new Account.
  3. Open an Opportunity against the new Account to track the deal.
What you'll need to have ready
  • accessToken: OAuth 2.0 access token used as the Bearer credential.
  • accountName: Name of the Account to create.
  • contactLastName: Last name of the primary Contact (required on Contact).
  • contactFirstName: First name of the primary Contact.
  • contactEmail: Email address for the primary Contact.
  • opportunityName: Name of the Opportunity to open.
  • opportunityCloseDate: Close date for the Opportunity (YYYY-MM-DD).
  • opportunityStage: Stage name for the Opportunity (e.g. "Prospecting").
For your developer

Arazzo workflow salesforce-sales-cloud:new-customer-onboarding, 3 operations: createSObjectRecord → createSObjectRecord → createSObjectRecord. Specs on APIs.io.

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