Salesforce Upsert record action

Insert or update a record by using the Salesforce Upsert record action. The Upsert action uses a custom external ID as the key to identify a record.

Prerequisites

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

Procedure

  1. From the Actions pane, select Salesforce > Upsert record (using External ID) and place it in the canvas.
    Salesforce Upsert action
  2. Enter the Object name, for example, Case.
  3. Enter the field name that will store the ExternalID.
    Note: In this sample, the ExternalID is generated by using the Generate random string action.
  4. Enter the ExternalID generated.
  5. Enter the fields that you want to update.
  6. To verify, you can store the generated recordID in a variable. The following video demonstrates how to inserting fields to a record created in Salesforce.
  7. To update a field by using the Upsert record action, from the Actions pane, select Salesforce > Upsert record (using External ID) and place it in the canvas.
  8. 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.
  9. Enter the same field name that will store the ExternalID.
  10. Enter the same ExternalID to refer to the same record.
  11. Enter the Field Name and new Field Value to update in Fields and data. You can also choose Dictionary and enter the values as a key/value pair.
    Salesforce Upsert update action
  12. To verify, you can store the outcome to a variable, for example, Dict_ExternalId-update.