---
title: "How to: Create Salesforce Contact Records"
slug: "how-to-create-salesforce-contact-records"
updated: 2025-09-25T19:39:40Z
published: 2025-09-25T19:39:40Z
canonical: "docs.unqork.io/how-to-create-salesforce-contact-records"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.unqork.io/llms.txt
> Use this file to discover all available pages before exploring further.

# How to: Create Salesforce Contact Records

## Overview

The Integration Gateway accelerates digital transformations by easily integrating with over 700 systems across enterprise applications and databases, including DocuSign, Jira, and SendGrid. This how-to guide provides an example for creating contacts in your Salesforce account using Unqork's Integration Gateway.

> [!TIP]
> To learn more about Unqork's Integration Gateway and how to access it, view our [Integration Administration](/v1/docs/adm-intro-integration-administration) article.

## What You'll Learn

In this article, you'll learn how to create a recipe, connection, and endpoint to create Salesforce contacts using Unqork's Integration Gateway.

## Setting Up an Integration Using Integration Gateway

Before we begin, let's review the necessary steps to set up a Salesforce integration and make an API call using the Integration Gateway.

1. **Create a connection**: First, you must connect to your Salesforce account to make any API calls using Unqork. This also requires you to have a Salesforce account and authorization credentials.
2. **Create a recipe**: Recipes are workflow-like steps that perform actions. Recipes have many advanced features that can handle all app integrations and workflow automation scenarios, including conditional triggers, actions, and so on.
3. **Define an endpoint for a recipe**: To make an API call to Salesforce in your Unqork [applications](/v1/docs/introduction-to-administration), you must establish an endpoint. You'll use this endpoint to make the call in a [Plug-In](/v1/docs/plug-in-component) component.
4. **Configure a Plug-In component**: Set up a Plug-In component to call your recipe's endpoint and create a Salesforce contact.

## What You Need

- 1 Salesforce account
- 1 Integration Gateway recipe
- 1 Integration Gateway connection
- 1 Integration Gateway endpoint
- 1 [Workspace](/v1/docs/introduction-to-workspaces)
- 1 [Module-type application](/v1/docs/working-with-module-type-apps)
- 1 [Module](/v1/docs/introduction-to-the-module-builder)

## Preconfiguration

The first step when creating your Salesforce recipe is configuring the Salesforce connection in the Integration Gateway.

> [!NOTE]
> You must have a Salesforce account to create these connections.

### Configure Your Salesforce Connection

First, let's access Unqork's [Integration Administration](/v1/docs/adm-intro-integration-administration) to use the Integration Gateway.

To access the Integration Administration page:

1. At the top right of the Unqork Designer Platform, click **Settings ▾**.
2. Click **Administration**.
3. Under Integration, select **Integration Administration**.

Now, let's use the Integration Gateway to create a Salesforce connection.

1. Open your Integration Gateway project.
2. Click **Create ▾**.
3. Select **Connection**.
4. Search for and select the ![](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/image(50).png?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A58Z&se=2026-11-07T18%3A57%3A58Z&sr=c&sp=r&sig=Yhg%2FRLIHBiecRALGF8FigOKfgLA7GHPkgUswNsK7a8k%3D) **Salesforce** connection tile.

![](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/IntGateway_Get_SelectConnect_thumb_0_0.jpg?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A58Z&se=2026-11-07T18%3A57%3A58Z&sr=c&sp=r&sig=Yhg%2FRLIHBiecRALGF8FigOKfgLA7GHPkgUswNsK7a8k%3D)
5. In the **Connection Name******* field, enter a name for your connection.

> [!TIP]
> It's best practice to create a name that clearly defines the connection's purpose.
6. From the **Auth Type******* drop-down, select an authentication type.

> [!NOTE]
> By default, OAuth 2.0 is selected.

![](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/IntGateway_Get_Connect_thumb_0_0.jpg?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A58Z&se=2026-11-07T18%3A57%3A58Z&sr=c&sp=r&sig=Yhg%2FRLIHBiecRALGF8FigOKfgLA7GHPkgUswNsK7a8k%3D)
7. Click **Connect**. A modal displays for you to add your Salesforce credentials to complete the connection.
8. In the **Username** and **Password** fields, enter your Salesforce credentials.
9. Click **Log In**.

Your connection is now established and active for use in your recipe. Next, you'll review how to create your recipe.

### Configure Your Create Salesforce Contact Recipe

Recipes let you integrate with your connections, set up triggers, and determine the actions and events you want to occur. For this how-to guide, you'll configure a recipe to create contact information to Salesforce.

1. Open the Unqork project.
2. Click **Create ▾**.
3. Select **Recipe**.

![](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/IntGateway_Get_SelectRecipe_thumb_0_0.jpg?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A58Z&se=2026-11-07T18%3A57%3A58Z&sr=c&sp=r&sig=Yhg%2FRLIHBiecRALGF8FigOKfgLA7GHPkgUswNsK7a8k%3D)

#### Configure a Starting Point

First, you need to configure the starting point, or trigger, for your recipe. With the recipe page now open, configure the following fields:

1. In the **Name** field, enter a name for your recipe.
2. From the **Pick a Starting Point******* section, select ![](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/Endpoint_Icon(1).png?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A58Z&se=2026-11-07T18%3A57%3A58Z&sr=c&sp=r&sig=Yhg%2FRLIHBiecRALGF8FigOKfgLA7GHPkgUswNsK7a8k%3D) **Build an API Endpoint**.

> [!CAUTION]
> You must create an API endpoint recipe, or the integration will not be available in Unqork.

![](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/IntGateway_Create_Recipe_thumb_0_0.jpg?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A58Z&se=2026-11-07T18%3A57%3A58Z&sr=c&sp=r&sig=Yhg%2FRLIHBiecRALGF8FigOKfgLA7GHPkgUswNsK7a8k%3D)
3. Click **Start Building**.

You can then navigate to the Recipe Builder to finish setting up your starting point. The last step of this process is to select a response status code.

1. In the Setup panel to the right of the Recipe Builder, scroll down to the final **Responses*** sub-panel.
2. Click **Add Response**.
3. In the **Name** field, enter the message that displays for a successful API response.
4. From the **HTTP Status Code** drop-down, select 200 - OK.

> [!TIP]
> You can create as many status codes and display messages as you wish. These status codes make it easier for users to identify when an issue occurs.

[Video](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/IntGateway_Get_Response.webm?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A58Z&se=2026-11-07T18%3A57%3A58Z&sr=c&sp=r&sig=Yhg%2FRLIHBiecRALGF8FigOKfgLA7GHPkgUswNsK7a8k%3D)
5. At the top of the panel, click **Save**.

#### Configure an Action

Next, configure an action that connects to your Salesforce account to create a contact record, or submission, based on specific fields.

To create an action:

1. Below your starting point, or trigger, click the + button.
2. Select ![](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/image(48).png?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A58Z&se=2026-11-07T18%3A57%3A58Z&sr=c&sp=r&sig=Yhg%2FRLIHBiecRALGF8FigOKfgLA7GHPkgUswNsK7a8k%3D) **Action in an App**. A panel displaying all your connected apps displays to the right of the page.
3. Search for and select the ![](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/image(49).png?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A58Z&se=2026-11-07T18%3A57%3A58Z&sr=c&sp=r&sig=Yhg%2FRLIHBiecRALGF8FigOKfgLA7GHPkgUswNsK7a8k%3D) **Salesforce** tile.
4. Search for and select the Search Records tile.
5. Select the **Salesforce Connection** you made earlier.

[Video](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/IntGateway_Create_Action.webm?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A58Z&se=2026-11-07T18%3A57%3A58Z&sr=c&sp=r&sig=Yhg%2FRLIHBiecRALGF8FigOKfgLA7GHPkgUswNsK7a8k%3D)
6. From the **Object** drop-down, select Contact. A list of fields (or inputs) populate, so you can hard-code values in your action.
7. Expand the **Recipe Data** modal.
8. Expand the **Properties** panel. A list of available properties display that you can drag and drop into your Action fields.

> [!TIP]
> Properties come with the ability to drag and drop them into your Action fields. We refer to these interactive properties as **datapills**.
9. In the **Last Name******* field, drag and drop the User Name datapill.
10. In the **Email** field, drag and drop the User Email datapill.

[Video](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/IntGateway_Create_Fields.webm?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A58Z&se=2026-11-07T18%3A57%3A58Z&sr=c&sp=r&sig=Yhg%2FRLIHBiecRALGF8FigOKfgLA7GHPkgUswNsK7a8k%3D)
11. At the top of the panel, click **Save**.
12. At the top right of the panel, click **x Exit**.
13. Click **Start Recipe**.

Your recipe is now running and ready for use in Unqork. The final step to complete in the Integration Gateway is to create an endpoint for your recipe.

### Configure Your Endpoint

To use your recipe in a [Plug-In](/v1/docs/plug-in-component) component, you must create an endpoint in the Integration Gateway. Once created, it displays in the component's **External Services** drop-down.

To configure your endpoint:

1. At the top left of the Recipe Builder, click the **API Platform** tab.
2. From the **API Collections** panel, select the **Unqork Gateway** collection tile.
3. Click **+ New Endpoint**. A modal displays to configure your new endpoint.
4. In the **Endpoint Name******* field, enter a name for this endpoint.

> [!TIP]
> It's best practice to create a name that defines your endpoint.
5. From the **Recipe******* drop-down, select your recipe.
6. In the **Endpoint Path******* field, enter a unique path for your endpoint. For example, `createSalesforceContact`.
7. From the **HTTP Method******* drop-down, select the method to use for this endpoint. In this case, we'll set it to **POST** to create Salesforce contacts.

![](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/IntGateway_Create_Endpoint_thumb_0_0.jpg?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A58Z&se=2026-11-07T18%3A57%3A58Z&sr=c&sp=r&sig=Yhg%2FRLIHBiecRALGF8FigOKfgLA7GHPkgUswNsK7a8k%3D)
8. Click **Add Endpoint**. Your new endpoint tile displays at the top of the API Platform page.
9. On your endpoint tile, set the **Active** toggle to ![A toggle switch indicating an on/off state for a user interface element.](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/Group 1.png?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A58Z&se=2026-11-07T18%3A57%3A58Z&sr=c&sp=r&sig=Yhg%2FRLIHBiecRALGF8FigOKfgLA7GHPkgUswNsK7a8k%3D) **(ON)**.

You endpoint is now active. You can select it in a Plug-In component.

## Configuration

The last step of the process is to configure a module to create the last name and email address for a contact and send it to Salesforce. These instructions assume you have a module saved with a title.

### Configure the Text Field Components

First, let's add a couple of [Text Field](/v1/docs/text-field-component) components to add a last name and email address to send to Salesforce.

1. In the Module Builder, drag and drop two **T****ext Field** components onto the canvas.
2. Set the Property ID and Label Text as follows:

| Property ID | Label Text |
| --- | --- |
| lastName | Last Name |
| email | Email |
3. Click **Save & Close**.

### Configure the Plug-In Component

Next, you'll add a [Plug-In](/v1/docs/plug-in-component) component to use your new Integration Gateway endpoint and create contacts to your Salesforce account.

1. Drag and drop a Plug-In component onto your canvas.
2. In the Property ID and Canvas Label Text fields, enter `plugCreateSalesforceContact`.
3. To the left of the component's configuration window, click **D****ata**.
4. Set **External** as the **Service Type**.
5. From the **External Services** drop-down, select the endpoint you created.

> [!NOTE]
> On selection, the Data Source URL and Request Type automatically populate.

![](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/IntGateway_Create_PlugIn_01_thumb_0_0.jpg?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A58Z&se=2026-11-07T18%3A57%3A58Z&sr=c&sp=r&sig=Yhg%2FRLIHBiecRALGF8FigOKfgLA7GHPkgUswNsK7a8k%3D)
6. In the **Inputs** table, enter the following:

| Property ID | Mapping | Required |
| --- | --- | --- |
| lastName | lastName | ![](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/image(51).png?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A58Z&se=2026-11-07T18%3A57%3A58Z&sr=c&sp=r&sig=Yhg%2FRLIHBiecRALGF8FigOKfgLA7GHPkgUswNsK7a8k%3D) (clear) |
| email | email | ![](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/image(51).png?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A58Z&se=2026-11-07T18%3A57%3A58Z&sr=c&sp=r&sig=Yhg%2FRLIHBiecRALGF8FigOKfgLA7GHPkgUswNsK7a8k%3D) (clear) |

> [!TIP]
> Use the DevTools Console to confirm correct mapping based on your Salesforce data structure.

![](https://cdn.us.document360.io/15548f06-2fba-434c-b0c1-5df88317dbd7/Images/Documentation/IntGateway_Create_PlugIn_02_thumb_0_0.jpg?sv=2026-02-06&spr=https&st=2026-11-07T17%3A57%3A58Z&se=2026-11-07T18%3A57%3A58Z&sr=c&sp=r&sig=Yhg%2FRLIHBiecRALGF8FigOKfgLA7GHPkgUswNsK7a8k%3D)
7. Click **Save & Close**.

### Configure the Button Component

Next, add a [Button](/v1/docs/button-component) component to trigger the Plug-In component.

1. Drag and drop a **Button** component onto the canvas, placing it below your Plug-In component.
2. In the Property ID field, enter **btnCreateSalesforceContact**.
3. In the Canvas Label Text field, enter `Create Salesforce Contact`.
4. Set **Event** as the **Action Type**.
5. Click **Save & Close**.
6. **Save** your module.

Now, **Preview** your module in Express View. Enter values in the text fields and click the button. Navigate to your Salesforce account to view your new contact with last name and email address.

## Resources

- [Learn more about APIs.](/v1/docs/apis-connecting-your-apps)
- [Learn how APIs work](/v1/docs/how-do-apis-work).
- [Integration Administration](/v1/docs/adm-intro-integration-administration).
- [How to: Get Salesforce Contact Records](/v1/docs/how-to-get-salesforce-contact-records).

A modal is a window that appears on top of the content you are currently viewing.

A Property ID is the unique field ID used by Unqork to track and link components in your module.

Label Text conveys what the input component is and what information it displays. Enter the purpose of the corresponding component or field.

Canvas Label Text indicates the purpose of the corresponding field or component. For non-input components, the Canvas Label Text isn't end-user facing, and only appears in the .

Express View is how your end-user views your application. Express View also lets you preview your applications to test your configuration and view the styling. This is also the view your end-users will see when interacting with your application. After configuring a module, click Preview in the Module Builder to interact with the module in Express View.