Update Record (Salesforce) activity
An activity that changes a record in Salesforce. You can work with standard entities or custom entities.
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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
- To send an email notification, click
Advanced
> Email Notifications
.
For more information, refer to Email Notifications screen (Process Activities).
- In most text fields, you can use process data variables as an alternative to literal data values.
- You can configure whether this activity waits for other activities before it runs.
For more information, refer to How Do I Configure an Activity to Wait for Other Incoming Activities?
- This section shows the configuration settings on the configuration screens for this activity. Other configuration settings apply to system activities. For more information, refer to:
How to Start
- Open Process Builder.
For information about how to open this screen, refer to Process Builder.
- In Process Builder, in the Activity Library,
open the Salesforce tab.
- On the Salesforce
tab,
drag the Update Record
activity onto your process.
General Configuration
Specifies the basic settings for the Update Record activity.
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Fields
Field Name | Definition |
---|---|
Display Name |
|
Description |
|
Connection Timeout (Seconds) |
|
Update Record Configuration
Configures the request settings to change an entity record
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Fields
Field Name | Definition |
---|---|
Salesforce |
|
Create |
|
Entity Name |
|
Update Record |
|
Build Where Clause |
|
Edit |
|
Request Mapping |
|
Map Response to AgilePoint Schema |
|
Store Response in This Variable |
|
Record Ownership |
|
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.
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Fields
Field Name | Definition |
---|---|
Column |
|
Comparer |
|
Value |
|
Add Row |
|
Indent Right |
|
Delete |
|
Back |
|