Update Record (Salesforce) activity

An activity that changes a record in Salesforce. You can work with standard entities or custom entities.


Update Record activity

Configure the Update Record activity

To configure the Update Record activity, do the procedure in this topic.

Video: Add Conditions and Salesforce Actions

Examples

Good to Know

How to Start

  1. Open Process Builder.

    For information about how to open this screen, refer to Process Builder.


    Open Process Builder
  2. In the Process Builder, in the Activity Library, open the Salesforce tab.

    Salesforce tab
  3. On the Salesforce tab, drag the Update Record activity onto your process.

    Update Record activity

General Configuration

Specifies the basic settings for the Update Record activity.

Figure: General Configuration screen

General Configuration screen

Fields

Field Name Definition

Display Name

Function:
Specifies the activity name that shows in your process.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
No
Example:
This is a common configuration field that is used in many examples. Refer to:
  • Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

Description

Function:
Specifies an optional text description for your activity.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
No

Connection Timeout (Seconds)

Function:
Specifies the number of seconds permitted to complete an action before the connection stops.
Accepted Values:
An integer, representing a number of seconds.
Default Value:
600
Accepts Process Data Variables:
No

Update Record Configuration

Configures the request settings to change an entity record

Figure: Update Record Configuration screen

Update Record Configuration screen

Fields

Field Name Definition

Salesforce

Function:
Specifies the access token that connects to your Salesforce application.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None
Accepts Process Data Variables:
No
Example:
Refer to:

Create Add Token icon

Opens this Screen:
Access Token for Salesforce
Function of this Screen:
Configure an access token to connect to Salesforce.
Example:
Refer to:

Entity Name

Function:
Specifies the name for your entity.
Accepted Values:
An entity name from the list.
Default Value:
None

When you select the Salesforce access token, the name that shows in the Entity Name field.

Accepts Process Data Variables:
No
Example:
Refer to:

Update Record

Function:
Specifies how to change an entity.
To Open this Field:
  1. On the Update Entity Configuration screen, click the Request tab.
Accepted Values:
  • Update Record Using the ID - Specifies an entity ID.
  • Update Record that meet all the conditions - Lets you connect the Salesforce API request parameter to your process schema and specify a SQL WHERE clause to change the entity.
Default Value:
Update Record Using the ID
Example:
Refer to:
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Build Where Clause Build Where Clause icon

Opens this Screen:
Update Entity Configuration > WHERE Clause
Function of this Screen:
Configures a SQL where clause to filter the results of a query in Salesforce. It gets only the records that obey the rules in the WHERE clause.

Edit Edit icon

Function:
Lets you change the WHERE clause.

Request Mapping

Function:
Connects the Salesforce API request parameter to your process schema. This is mandatory only if the request passes data from the process schema to parameters in the Salesforce API.
To Open this Field:
  1. On the Update Entity Configuration screen, click the Request tab.
Accepted Values:
Click the Schema Mapping Schema Mapping icon button to open the Schema Mapper.

Use this screen to connect the request to the data model for your process.

Default Value:
None
Example:
Refer to:
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Map Response to AgilePoint Schema

Function:
Specifies the connection from the Salesforce API response parameter to your process schema.
To Open this Field:
  1. On the Update Entity Configuration screen, click the Response tab.
Accepted Values:
Click the Schema Mapping Schema Mapping icon button to open the Schema Mapper.

Use this screen to connect the response to the data model for your process.

Default Value:
None
Example:
Refer to:
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Store Response in This Variable

Function:
Specifies the process data variable that contains the entity ID from Salesforce
To Open this Field:
  1. On the Update Entity Configuration screen, click the Response tab.
Accepted Values:
A process data variable that accepts an alphanumeric string with no spaces or special characters.
Default Value:
None
Accepts Process Data Variables:
Yes
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Record Ownership

Function:
Specifies the owner of the entity.
To Open this Field:
  1. Click the Record Ownership tab.
Accepted Values:
Default Value:
Service Account used in Access Token
Example:
Refer to:

Update Record Configuration > WHERE Clause

Configures a SQL where clause to filter the results of a query in Salesforce. It gets only the records that obey the rules in the WHERE clause.

Figure: Update Record Configuration > WHERE Clause screen

Update Record Configuration WHERE Clause screen

Fields

Field Name Definition

Column

Function:
Specifies an entity column to use in your query.
Accepted Values:
An entity column name from the list.
Default Value:
None.

When you select the name of the entity, the list of columns shows in Column field.

Comparer

Function:
Specifies the operator to use in your WHERE clause.
Accepted Values:
  • =
  • >=
  • >
  • <
  • <=
  • !=
  • Like
  • Not in
Default Value:
=

Value

Function:
Specifies the value for the column.
Accepted Values:
A valid column value.
Default Value:
None
Accepts Process Data Variables:
Yes
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Add Row Add Row icon

Function:
Specifies another expression that can be joined to previous expression using the logical AND or OR operator.
  • AND - Specifies the AND operator.
  • OR - Specifies the OR operator.

Indent Right Indent Right icon

Function:
Creates the statement that is a condition of a parent statement.

Delete Delete icon

Function:
Deletes the selected item.
Example:
Refer to:

Back Back icon

Function:
Saves your rule and goes back to the activity configuration screen.