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

  1. Open your workflow and in the designer canvas, click Start event. The configuration panel is displayed.
  2. In the Start from drop-down under CONNECTORS, select Salesforce.
  3. 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.

Salesforce - Update record start event fields by section

Section

Field

Description

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.

  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.

 

Allow concurrent workflows on a single item

When selected, allows multiple workflows to run simultaneously on any updated record.

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.

Conditions

Add condition

Displays fields for defining a new condition.

 

When

The start variable the operator compares with the value. The variable File variable is not available for defining a condition.

 

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.

 

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.

 

all/any

If you select:

  • all: then all conditions must be true for the workflow to start.
  • any: then at least one of the multiple conditions must be true for the workflow to start.

 

(Edit condition)

Redisplays condition fields for editing.

 

(Delete condition)

Deletes the indicated condition.