Salesforce / Create or Update Record
appKey:
salesforce
actionKey:
create-or-update-record
Action Inputs
The following parameters are available when configuring this action:
parentSObject
Object
The object for which a new record will be created.
The object for which a new record will be created. Note: the list of available objects will be loaded from a Salesforce account.
string
campaignId
Campaign
string | undefined
dynamicFields
Dynamic Fields
Loaded dynamically from a user's Salesforce account. Includes both optional and custom fields.
Loaded dynamically from a user's Salesforce account. Includes both optional and custom fields. Note: prefilling these values require pre-existing knowledge of the selected object's keys.
Record<string, string | Array<string> | boolean> | undefined
filter
Search by
Required if
findMethod
is filter
. Note: these values are dynamically populated depending on selected sObject
string | undefined
filterValue
Search value
Required if
findMethod
is filter
, this field is required. The value to search for against the selected filter.
string | undefined
findMethod
Find Method
The method to search for the record to update. Accepted values:
filter | select
('filter' | 'select') | undefined
linkedObjects
Linked Objects
Loaded dynamically from a user's Salesforce account. Includes all the linked objects to the chosen objects
Loaded dynamically from a user's Salesforce account. Includes all the linked objects to the chosen objects
Record<string, string> | undefined
recordTypeId
Record Type
The record type of the object created or updated.
The record type of the object created or updated. Note: the list of available record types will be loaded from a Salesforce account.
string | undefined
sObjectId
S Object Id
Required if
findMethod
is select
. The ID of the record to update. Note: the user will be able to select from a list of records dynamically populated from their Salesforce account.string | undefined
updateExistingRecord
Update Existing Record
Select to update existing records which match incoming records - otherwise a new record is created.
If true, will update an existing record if found. If the row cannot be found a new record will be created
boolean | undefined