Salesforce / Create or Update Record

appKey: salesforce

actionKey: create-or-update-record

Action Inputs

The following parameters are available when configuring this action:

The object for which a new record will be created. Note: the list of available objects will be loaded from a Salesforce account.

campaignIdstring

dynamicFieldsobject

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.

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filterstring

Required if findMethod is filter. Note: these values are dynamically populated depending on selected sObject

filterValuestring

Required if findMethod is filter, this field is required. The value to search for against the selected filter.

findMethod"filter" | "select"

The method to search for the record to update. Accepted values: filter | select

linkedObjectsobject

Loaded dynamically from a user's Salesforce account. Includes all the linked objects to the chosen objects

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recordTypeIdstring

The record type of the object created or updated. Note: the list of available record types will be loaded from a Salesforce account.

sObjectIdstring

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.

updateExistingRecordboolean

If true, will update an existing record if found. If the row cannot be found a new record will be created