Update Record
Use the Update Record action to update the record for the specified object in your Salesforce account.
Complete the following steps to use the Update Record action in your workflow:
1. Drag the Update Record action under Salesforce to the canvas, place the pointer on the action, and then click or double-click the action. The Update Record window opens.
2. Edit the Label, if needed. By default, the label name is the same as the action name.
3. To add a Salesforce connector type, refer to Supported Salesforce Connector Types.
If you previously added a connector type, select the appropriate Connector Type, and under Connector Name, select the connector.
4. Click TEST to validate the connector.
5. Click MAP CONNECTOR to execute the action using a connector that is different from the one that you are using to populate the input fields. In the Runtime Connector field, provide a valid Salesforce connector name. For more information about MAP CONNECTOR, see Using Map Connector.
6. In the Object Type list, select or specify the name of the object for which you want to update a record.
7. In the Record ID list, select or specify the ID of the record that you want to update.
8. Select Form to provide inputs for individual input fields listed in the form, or select Assign JSON to specify a single JSON with all required inputs.
If you chose Form
Under the Additional Fields section, click Add, and do the following:
a. In the Parameter Name field, provide the name of the object that you want to update. The field name should be similar to the field name specified in the API Documentation.
b. In the Value field, provide the value for the specified field.
Click Add to add multiple parameter name-value pairs. Click to delete any parameter name-value pair that you added.
If you chose Assign JSON
In the Additional Fields field, enter all required inputs in the [{"name":"string", "value":"string"}] format.
9. Click Done.
Output schema
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