> ## 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. # Update Salesforce record > Update fields on an existing Salesforce record from a Workflow action. 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](/workflows/overview) results. 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 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 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. 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 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. 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 ## Related * [Look Up Salesforce Record](/integrations/salesforce/look-up-record) * [Find or Create Salesforce Record](/integrations/salesforce/find-or-create-record) * [Salesforce Record Created trigger](/integrations/salesforce/record-created-trigger) * [Salesforce for Workflows](/integrations/salesforce/workflows)