Salesforce - Update record

Use the start event The connector and event for triggering the workflow to run, including required configuration. 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.

Salesforce has other start events as well as actions. For more information, see Connectors.

Before you start 

Select the Salesforce - Update record start event

In the Designer page: 

  1. Open the Start event configuration panel: At the top of the designer canvas on the Designer page, click Start event.
  2. For Start from, select Salesforce.
  3. For Event, select Salesforce - Update record.

    Additional fields appear. To configure, see 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.