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The Update Salesforce Record action updates one or more fields on an existing Salesforce record. Use it to push AI-generated summaries back to the CRM, sync deal notes, or update contact information based on Workflow results.
1

Add the Update Salesforce Record action

While editing a Workflow, click the + button between existing steps. Select Update Salesforce Record from the action list to add it to your Workflow.
Adding the Update Salesforce Record action from the action picker
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 update them from your Workflow.
Salesforce connection prompt in the action configuration
3

Rename the action (optional)

If you want to make the action more descriptive or easier to reference as a variable later, enter a new name in the action title field.
4

Select the record type

Use the Type dropdown to choose the Salesforce object type you want to update — for example, Lead, Contact, Opportunity, Account, Task, User, Case, or a custom object.
Type dropdown in the Update Salesforce Record action
Expanded list of Salesforce object types
5

Define search criteria

Under Fields to search by, click Add Condition to specify how to find the record you want to update. Select the field to search on, choose the operation (equals, contains, etc.), and enter the value to match. You can add multiple conditions — they combine with AND logic, so only records matching all conditions are returned. The action updates the first matching record.
Search criteria configuration with field, operation, and value
Use variables from your trigger or previous steps as search values — for example, reference a record ID from the trigger to find the exact record to update.
6

Map fields to update

Under Fields to update, click + Add Field, select the Salesforce field (key) to update, and map the new value from a variable or static text. Repeat to update multiple fields. Click the trash icon next to a field mapping to remove it.
Field mapping showing key-value pairs for fields to update