Salesforce / Create or Update Record

appKey: salesforce

actionKey: create-or-update-record

Action Inputs

The following parameters are available when configuring this action:

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

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