Update Record
Description
Salesforce (REST): Update Record step updates a single Salesforce record.
References:
API – Update Record
https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_update_fields.htm
Configurations
Connection Tab – Salesforce
Connection Fields
| No. | Field Name | Description |
|---|---|---|
| 1 | Step Name | Name of the step. This name has to be unique in a single workflow. |
Connection
| No. | Field Name | Description |
|---|---|---|
| 1 | Instance URL | Specify the instance URL of the Salesforce instance. This field is mandatory. |
| 2 | Consumer Key/Client ID | Specify the connected app’s consumer key, found on the connected app’s Manage Connected Apps page or from the connected app’s definition. This field is mandatory. |
| 3 | Consumer Secret/Client Secret | Specify the connected app’s consumer secret, found on the connected app’s Manage Connected Apps page or from the connected app’s definition. This field is mandatory. |
| 4 | Refresh Token | Specify a Refresh Token to obtain a new Access Token. This field is mandatory. |
| 5 | Test Connection | Click to verify whether the connection is established **Note:**Test Connection will only work with static (hardcoded) values and environment variables. It will not work for the previous step fields. |
Input Tab – Delete Record from Salesforce
| No. | Field Name | Description |
|---|---|---|
| 1 | Module | Select the module name from which to delete the record. This field is mandatory. |
| 2 | Get | On click of this button, if the connection is successfully established, it populates the list of module names on the Salesforce instance. Note: Get button will only work with static (hardcoded) values and environment variables. It will not work for the previous step fields. |
| 3 | Record ID | Specify the record ID of the record you want to delete. This field is mandatory. Note: Record ID can be found in the URL as shown in the following examples: a. Incident:  b. Account:  |
| 4 | Accept fields as JSON | 1. If the Checkbox is selected, the ‘JSON‘ field will be used to create the record. 2. If the checkbox is not selected, ‘Table Fields’ will be used to build the JSON to insert the record. |
| 5 | JSON | Provide a valid JSON to update the record. This field is used only if the Accept Fields as JSON checkbox is selected. Sample JSON: {"Name":"CustomObject","Email":"abc@gmail.com","Checkbox":true,"Currency":12345678.90,"Number":1002,"Picklist_Single":"yes","Picklist_Multiple":"abc;pqr","URL":"https://www.google.com/","Geolocation_Latitude":18.511898,"Geolocation_Longitude":73.7830746,"DetectedDateTime":"2022-03-21T13:30:00.000+0000"} Sample Syntax: {"stringField1":"StringValue1","emailField2":"emailValue2","checkboxField3":checkboxValue3,"decimalField4":decimalValue4,"numberField5":numberValue5,"picklistSingleField6":"picklistSingleValue6","picklistMultipleField7":"value1;value2","urlField8":"urlValue8","dateTimeField9":"dateTimeField9"} |
| Table fields | Provide the details in the Table fields if you did not select the checkbox. | |
| 1 | Variable Field Name | Optional. Accepts values from previous steps or run-time parameters. |
| 2 | Static Field Name | Click to populate fields associated with the selected module. |
| 3 | Field Values | Mandatory. Specify the value corresponding to the selected field name. |