Upsert Record (Salesforce) activity
An activity that creates a record, or changes records if they exist. Salesforce recommends using Upsert Record as an alternative to Create Record so you do not create duplicate records.
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Configure the Upsert Record activity
To configure the Upsert Record activity, do the procedure in this topic.
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 Upsert Record
activity onto your process.
General Configuration
Specifies the basic settings for the Upsert Record activity.
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Fields
Field Name | Definition |
---|---|
Display Name |
|
Description |
|
Connection Timeout (Seconds) |
|
Upsert Record Configuration
Specifies the information to create a record, or changes records if they exist.
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Fields
Field Name | Definition |
---|---|
Salesforce |
|
Create |
|
Entity Name |
|
External Field |
|
Request Mapping |
|
Map Response to AgilePoint Schema |
|
Store Response in This Variable |
|
Record Ownership |
|