How to set up and use Update Salesforce Record action
Updates a record in Salesforce. Follow these steps:
*For more information on the integration needed, visit the related article in the Integrations collection.
Add an Update Salesforce Record action: While editing a workflow, click the plus button between existing blocks. This will open a modal where you can select from Cassidy's pre-configured actions. Choose the Update Salesforce Record action to add it to your workflow.
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 update them based on workflows in Cassidy.
3. Rename the action (if needed): If you want to make the action more descriptive or easier to reference as a variable later, enter a new name.
4. Select "Type": Choose the Salesforce object type that you want to search for and update, such as Lead, Contact, Opportunity, Account, Task, User, or Case.
5. Enter criteria for "Fields to search by": Define the search criteria to locate the specific record you want to update (maximum of 1 record). Click "Add Condition", select the Field to search on, choose the appropriate operation condition (equals, contains, etc.), and fill out the value it should match against. You can add multiple conditions that will be combined with an AND operator, meaning the search will only return records matching all the specified criteria. Delete any unneeded conditions.
*Variables are inputs from the trigger, or outputs from previous steps
5. Map data for "Fields to update": Specify the field values that should be updated on the record matched by the search criteria. Click the "+ Add Field" button, select the Salesforce field (Key) to update, and map the new value from a variable or hardcoded text. Repeat this process to update multiple fields on the record. If you need to remove a mapped field, click the trash icon next to that key-value pair.
