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The Salesforce Record Updated trigger runs your Workflow whenever an existing Salesforce record is updated. Use it to react to deal stage changes, contact updates, or field edits. You can monitor specific fields or trigger on any change. This trigger works for various Salesforce record types, including accounts, contacts, leads, opportunities, and custom objects. The setup process is the same for all record types.
1

Add the Record Updated trigger

Create a new Workflow with a Salesforce Record Updated trigger, use an existing Workflow with this trigger, or change an existing Workflow’s trigger type to Salesforce Record Updated.
Selecting the Salesforce Record Updated trigger in the Workflow builder
2

Connect your Salesforce account

If you haven’t already, connect your Salesforce account to Cassidy. This allows Cassidy to access your Salesforce records and trigger Workflows based on record updates.
Salesforce connection prompt in the trigger configuration
3

Select the record type

Use the Type dropdown to choose which Salesforce object type you want to monitor for updates — for example, Account, Contact, Lead, Opportunity, or a custom object.
Type dropdown showing Salesforce record type options
4

Select fields to check for changes

Under Fields to Check for Changes, select which fields the trigger should monitor. When any of these fields are updated in Salesforce, the trigger activates and starts the Workflow. If no fields are specified, changes to any field on the record will trigger the Workflow.
Fields to Check for Changes configuration
To use field-level change tracking on Account objects, you must enable Account History in Salesforce Setup. The same applies to other object types. See Salesforce’s field history tracking guide for instructions.
Salesforce field history tracking setup
5

Reference the trigger variables

In subsequent actions, use the variable picker to insert data from the trigger. Variables map to the Salesforce properties of the updated record, letting you use record data throughout your Workflow.
Variable picker showing available Salesforce record fields from the updated record
6

Activate the trigger

In the trigger block, click the toggle switch to turn it on.
Toggle switch to activate the Salesforce Record Updated trigger