> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cassidyai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Salesforce record updated trigger

> Start a Workflow when an existing Salesforce record is updated.

The Salesforce Record Updated trigger runs your [Workflow](/workflows/overview) 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.

<Steps>
  <Step title="Add the Record Updated trigger">
    Create a new [Workflow](/workflows/overview) 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**.

    <Frame>
      <img src="https://mintcdn.com/cassidy/Won7bFEKpcJoIUEp/images/reference/salesforce-record-updated-trigger-img-0.png?fit=max&auto=format&n=Won7bFEKpcJoIUEp&q=85&s=ad8e7bbc2b65e34eb0aa810ea475865f" alt="Selecting the Salesforce Record Updated trigger in the Workflow builder" width="870" height="436" data-path="images/reference/salesforce-record-updated-trigger-img-0.png" />
    </Frame>
  </Step>

  <Step title="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.

    <Frame>
      <img src="https://mintcdn.com/cassidy/Won7bFEKpcJoIUEp/images/reference/salesforce-record-updated-trigger-img-1.png?fit=max&auto=format&n=Won7bFEKpcJoIUEp&q=85&s=ccc34b0d620534b80d643e9d74609a8c" alt="Salesforce connection prompt in the trigger configuration" width="1010" height="1492" data-path="images/reference/salesforce-record-updated-trigger-img-1.png" />
    </Frame>
  </Step>

  <Step title="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.

    <Frame>
      <img src="https://mintcdn.com/cassidy/Won7bFEKpcJoIUEp/images/reference/salesforce-record-updated-trigger-img-2.png?fit=max&auto=format&n=Won7bFEKpcJoIUEp&q=85&s=ed4a43efb6a6de9c2adf221ba7a9cfaf" alt="Type dropdown showing Salesforce record type options" width="1000" height="208" data-path="images/reference/salesforce-record-updated-trigger-img-2.png" />
    </Frame>
  </Step>

  <Step title="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.

    <Frame>
      <img src="https://mintcdn.com/cassidy/Won7bFEKpcJoIUEp/images/reference/salesforce-record-updated-trigger-img-3.png?fit=max&auto=format&n=Won7bFEKpcJoIUEp&q=85&s=62ec6323f35a500754880bdd219fbccc" alt="Fields to Check for Changes configuration" width="1008" height="726" data-path="images/reference/salesforce-record-updated-trigger-img-3.png" />
    </Frame>

    <Warning>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](https://trailhead.salesforce.com/content/learn/projects/customize-a-salesforce-object/account-field-history-tracking) for instructions.</Warning>

    <Frame>
      <img src="https://mintcdn.com/cassidy/Won7bFEKpcJoIUEp/images/reference/salesforce-record-updated-trigger-img-4.png?fit=max&auto=format&n=Won7bFEKpcJoIUEp&q=85&s=284eb1eb07ae4f6e2e28d69acb21aba2" alt="Salesforce field history tracking setup" width="982" height="550" data-path="images/reference/salesforce-record-updated-trigger-img-4.png" />
    </Frame>
  </Step>

  <Step title="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.

    <Frame>
      <img src="https://mintcdn.com/cassidy/Won7bFEKpcJoIUEp/images/reference/salesforce-record-updated-trigger-img-5.png?fit=max&auto=format&n=Won7bFEKpcJoIUEp&q=85&s=9b9137be017cdff33e9b456a96dc289a" alt="Variable picker showing available Salesforce record fields from the updated record" width="1490" height="1348" data-path="images/reference/salesforce-record-updated-trigger-img-5.png" />
    </Frame>
  </Step>

  <Step title="Activate the trigger">
    In the trigger block, click the toggle switch to turn it on.

    <Frame>
      <img src="https://mintcdn.com/cassidy/Won7bFEKpcJoIUEp/images/reference/salesforce-record-updated-trigger-img-6.png?fit=max&auto=format&n=Won7bFEKpcJoIUEp&q=85&s=76f6846d39c4119dbf7c4b71b73d3ec3" alt="Toggle switch to activate the Salesforce Record Updated trigger" width="880" height="430" data-path="images/reference/salesforce-record-updated-trigger-img-6.png" />
    </Frame>
  </Step>
</Steps>

## Related

* [Salesforce Record Created trigger](/integrations/salesforce/record-created-trigger)
* [Update Salesforce Record](/integrations/salesforce/update-record)
* [Look Up Salesforce Record](/integrations/salesforce/look-up-record)
* [Salesforce for Workflows](/integrations/salesforce/workflows)