Salesforce update record
Updates a record of a standard object or custom object in Salesforce.
Note: This is an external action and may execute on servers running outside your data center Centralized locations used to house servers used by Nintex for remote storage, processing, or distribution of data. Nintex has a number of regional data centers available for Nintex for Office 365. For information about Nintex data centers and where your data center is located, contact your Nintex account or territory manager. region. Before implementing, consider performance and regional concerns where digital boundaries are an issue. For more information, see In-tenant and external actions.
What can I do with this workflow action?
You can use this action as part of a workflow to automatically create contacts in Salesforce whenever contacts are added to a sample list in Office 365.
Action settings
Do one of the following to open the Action configuration window:
- Double-click the action.
- Click
on the action and then click Configure.
See Action configuration window for more information.
| Field | Description |
|---|---|
| Environment |
Specify the Salesforce environment. Select one of the following items.
|
| Username |
Specify the Salesforce username. |
| Password |
Specify the Salesforce password. |
| Security token |
Specify the Salesforce security token. Note: For more information on security tokens, refer to the following topic in Salesforce online help: "Resetting Your Security Token." |
| Update |
Specify the API name of the object. |
| where Record ID equals |
Specify the ID of the record. Example: 00Qi000000F62KA |
| Fields |
Specify the field and its corresponding value for the update. To remove a value from an optional field in the record, specify the field and leave Value empty. |