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Salesforce Record Updated Trigger

Jake Rosenthal avatar
Written by Jake Rosenthal
Updated over 2 weeks ago

How to set up and use Salesforce Record Updated trigger

Run the workflow when a Salesforce record is updated.

For more information on the integration needed, visit the related article in the Integrations collection.

This trigger works for various Salesforce records, including accounts, contacts, leads, opportunities, and custom objects. For the purpose of this help article, we will use an updated account record as an example. The process is the same for all record types.

In this article, we will cover how to set up a trigger for an updated Salesforce record, see the article Salesforce Record Created Trigger for how to set up triggers for newly created records.

  1. Add a Salesforce Record Updated Trigger: Create a workflow with a Salesforce Record Updated Trigger, use an existing workflow with a Salesforce Record Updated Trigger, or change an existing workflow's trigger type to a Salesforce Record Updated Trigger.

  2. Add Salesforce connection: If you haven't already, connect your Salesforce account to Cassidy. This will allow Cassidy to access your Salesforce records and trigger workflows based on record updates.

  3. Select record type: Choose the specific Salesforce object type you want to monitor for updates using the "Type" dropdown. This allows you to specify whether you want to trigger on updated accounts, contacts, leads, opportunities, or other record types.

  4. Select "Fields to Check for Changes": Specify the Salesforce fields that the trigger should monitor for changes. When any of these fields are updated in Salesforce, the trigger will activate and initiate the workflow in Cassidy. If no field is specified, changes to any field on the record will trigger the workflow.

    Note: To use this feature for Account objects, you will need to check "Enable Account History" on the Account Object in Salesforce. The same applies to other types of objects. Follow the Salesforce steps here.

  5. Reference the Salesforce variables: In the rest of your workflow, you can use various variables from the Salesforce Record Updated Trigger to map to corresponding Salesforce properties. This allows you to use the record data throughout your workflow.

  6. Activate the trigger: In the Salesforce Record Updated Trigger block, click the toggle switch to turn it on.

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