Salesforce Update record action

Update the fields of Salesforce Objects by using the Salesforce Update record action.

Prerequisites

Note: Ensure that you are authenticated before calling any Salesforce action. For more information about authentication, see Salesforce Authentication action.

To update a field in a Salesforce Object by using the Update record action, perform the following steps:

Procedure

  1. From the Actions pane, select Salesforce > Update record and place it in the canvas.
  2. Enter the following fields:
    Salesforce Update record action
    1. Enter the Object name, for example, Case.
      Note: For Salesforce Custom objects, ensure that you provide the API name instead of the Display name of the object. For example, provide API name: AAIRPA__Salesforce_Connection__c and not the display name: Salesforce Connection " For more information on how to find the API name, see https://help.salesforce.com/s/articleView?id=000327123&type=1.
    2. Enter the Record ID that you want to update.
    3. In the Fields and data (Optional) field, select Entry List. Click Add new field/value pair to update and enter the Field name that you want to update and the Field value (optional) that you want the field to be updated with. For example, enter Status as Field name and In progress as Field value (optional) in Fields and data. You can also choose Dictionary and enter the values as a key/value pair.
    4. Save the outcome to a variable. For example, the object ID is saved to SFDC_Res.
    5. Enter the Record ID that you want to update.
  3. To start the bot, click Run. You can verify the update by checking it in the Salesforce side. The following video shows the process: