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- Update Salesforce Record
ActionSalesforceUpdated May 2026
How do I update a Salesforce record?
Short answer: Drop the "Salesforce → Update Salesforce Record" action anywhere in your workflow, map the inputs from upstream nodes, and publish.
Inputs
The fields this action accepts.
Every field can be mapped from an upstream trigger, AI step, table row, or hard-coded literal.
| Field | Type | Required | Description |
|---|---|---|---|
Object Type sobject | options | Required | Object Type. Options: Lead, Contact, Account, Opportunity, Case |
Record ID record_id | string | Required | Record ID. Example: 001Dn00000XXXXX |
Fields (JSON) fields | string | Required | Only include fields you want to update |
Sample request
{"sobject": "{{trigger.sobject}}","record_id": "e.g. 001Dn00000XXXXX","fields": "{\"Status\": \"Closed Won\", \"Amount\": 50000}"}
Returns
{"success": true}
Use these fields in downstream nodes for routing, logging, or error handling.
Triggered by
Apps that pair well as the trigger for Update Salesforce Record.
Any of these apps can fire this action as part of a workflow.
FAQ
Questions about Update Salesforce Record.
What does the Update Salesforce Record action do in Salesforce?
Generic update for any SObject. Partial update — only passed fields change. For "external system changed → reflect in Salesforce" sync patterns.
What inputs does Update Salesforce Record require?
Required: Object Type, Record ID, Fields (JSON). Every input accepts a static value or a variable from any upstream node in your workflow.
Can I use dynamic inputs from earlier workflow nodes?
Yes. Any field on this action can pull values from upstream nodes, whether that's a form response, a trigger payload, an AI output, or a lookup result.
What happens if Salesforce returns an error?
The workflow pauses on the failed node, the error message is captured in the run log, and you can retry the run with one click. Auto-retry policies are configurable per workflow with exponential backoff up to 5 attempts.
Does Update Salesforce Record support batch operations?
Yes. Run Update Salesforce Record inside a Loop node to process arrays. Tiny Command handles Salesforce's rate limits automatically so you don't have to throttle manually.
More actions
Other Salesforce actions.
Action
Create Salesforce Lead
Creates a lead with name, email, company, status, source. For "marketing form submission → push to Salesforce" lead-capture workflows.
ActionCreate Salesforce Opportunity
Creates an opportunity tied to an account with amount, stage, close date, owner. For "qualified lead → create opportunity in the right pipeline" workflows.
ActionCreate Salesforce Record (Any Object)
Generic create for any SObject (Contact, Lead, Custom Object, etc.). For workflows that need to create custom-object records not covered by typed actions.
ActionCreate Salesforce Task
Creates a follow-up task linked to any SObject (lead, contact, opportunity). For "deal stagnant → create follow-up task" hygiene automation.
ActionDelete Salesforce Record
Generic delete for any SObject. Irreversible at the API level (though Salesforce keeps in Recycle Bin for 15 days). For GDPR compliance or cleanup workflows.
ActionGet Salesforce Record
Generic get by SObject and ID. Returns the record with selected fields. The standard lookup before update workflows.
Send update salesforce record from your workflows.
Triggered by anything in the catalog. Free tier available. No credit card.