Salesforce - Update record
Use the start event An event that triggers a workflow to run when it occurs. An example is Box - New file, which triggers the workflow to run when a new file is uploaded to the specified folder. Salesforce - Update record to start your workflow whenever a record of the specified object, such as Account or Opportunity, is updated in your Salesforce org.
In the context of Nintex Automation Cloud, Salesforce is a connector A software component that allows seamless integration with third-party services, business applications, and content stores. Examples include Salesforce, Box, and Microsoft SharePoint. Connectors are used to create connections required for workflow actions and start events.
For more information about the Salesforce connector, see Salesforce.
Select the Salesforce - Update record start event
- Open your workflow and in the designer canvas, click Start event. The configuration panel is displayed.
- In the Start from drop-down under CONNECTORS, select Salesforce.
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In the Event field, select Salesforce - Update record.
The Configuration section is displayed. To configure the start event, follow the steps in Configure the start event.
Configure the start event
During configuration of the Salesforce - Update record start event, you can select a Salesforce object to monitor for new records, store information about the updated record for use later in the workflow by adding variables for the attributes you want, and set conditional start options Statements about variable values, that when true, run the workflow., such as requirements for the account manager or creation date.
In the Configuration section of the Start event configuration panel:
- Select a Connection. If you do not have a connection, see Add a connection. . .
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For Object name, select the object you want to monitor for updated records.
For example, select Account if you want to start this workflow whenever a record in the Account object is updated.
For more information on the fields and buttons, see Salesforce - Update record start event fields by section.
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On the Designer canvas, click Start event.
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Select a connector from the Start from drop-down list.
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Select an event from the Event drop-down list.
- Click Add variables.
- Select the predefined variables that you want to add to your workflow. If you know the variable and you want to find it faster, type the variable name in the Filter options field. To select all variables, click Select All.
- Click Add.
Note: If you want to edit the selection of variables, hover over the variable, click , and then click Show Details. Edit the variable name in the Name field or click .
For more information on the fields and buttons, see Salesforce - Update record start event fields by section.
- Find the Conditions section.
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For each condition:
- Click Add condition.
- For When, select a start event variable. For example, select Created date for a new file.
- For Operator, select an operator for comparing the variable to the value. For example, select is before or on.
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For Value, type or select the value to use for the comparison. For example, select 2017-12-31, 11:59 PM.
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Type a Condition summary, if desired.
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Click Add condition.
The condition is added to the start event.
- Select all or any to control how multiple conditions are evaluated.
For more information on the fields and buttons, see Salesforce - Update record start event fields by section.
Salesforce - Update record start event fields by section
Section |
Field |
Description |
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Start event | Show variables | Displays variables that are available to use throughout the workflow. Variables are classified based on how they are created or generated. | ||||||||||||
Hide variables | Closes the Variables pane. | |||||||||||||
Configuration | Connection |
The Salesforce connection to use for the start event. |
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Object name |
The object to monitor for new records. Accepts a selection from the drop-down list. The drop-down list shows the objects for the selected connection. |
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Allow concurrent workflows on a single item |
When selected, allows multiple workflows to run simultaneously on any updated record. |
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Add variables |
Displays selections for browsing, selecting, and adding variables to use throughout the workflow. For example, if you want to attach the new file to an email later in the workflow, then select the variable File variable. Add variables selection
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Conditions |
Add condition |
Displays fields for defining a new condition. |
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When |
The start variable the operator compares with the value. The variable File variable is not available for defining a condition. |
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Operator |
How the When variable and Value are compared. Select from the drop-down. The operators available in the drop-down depend on the When variable type. |
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Value |
The text or variable that the operator compares with the When variable. Type to enter text. The variable type must match the When variable type. |
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all/any |
If you select:
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(Edit condition) |
Redisplays condition fields for editing. |
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(Delete condition) |
Deletes the indicated condition. |