Salesforce - Update a record

The Salesforce - Update a record action A tool for building the processes, logic, and direction within workflows. updates the specified attributes from the specified record in Salesforce.

For more information about Salesforce, go to Salesforce.

Configure the Salesforce - Update a record action

1. Add the action to the workflow and open the action configuration panel. For more information, see Add an action to the workflow.

2. Select a Connection. If you do not have a connection, see Add a connection.

3. Select an Object name.

4. Type the Record ID.

5. Update attribute values in the record:

   1. Click Add field to view fields for the selected object.
   2. Select each field you want and then click Add.

   3. For each added field, select or enter the value you want to use when updating the record.

For more information on all the required and optional configuration fields, go to Salesforce - Update a record action fields, buttons, and settings.

Salesforce - Update a record action fields, buttons, and settings

Field	Description	Variable types
Connection Credentials and other settings required to pass data between the workflow and the indicated service, which could be a cloud service, business application, or content store.	The Salesforce connection to use for accessing the record to update.	(n/a)
Object name	The object type of the record you want to update. Accepts a selection from the drop-down list. Options in the drop-down list are derived from the selected Salesforce connection.	(n/a)
Record ID	The ID of the record you want to update. Accepts any combination of typed text and inserted variables.	Boolean, Collection, DateTime, Decimal, Integer, Text
Add fields / Add field	Displays selections for browsing, selecting, and adding fields (attributes) that you want to update in the record. Add fields selections Selection Description Filter options () Filters the list of fields using your entered text. / Selects or de-selects a field for adding. Select all Selects all fields. Clear selections De-selects all fields. Cancel Discards field selections and hides the fields available for selection. Add Adds the selected fields.	(n/a)
(added fields)	Value to use when updating the indicated attribute (field). Accepts an inserted variable. Accepted entry types correspond to the data type of the field. Some fields allow a combination of typed text and inserted variables while others require selection from the drop-down list (or an inserted variable). To remove a field, click (Delete).	(varies)