Search Salesforce object records

The “Search Salesforce records” action node allows you to search for and retrieve a specific Salesforce record based on defined criteria. It is essential for workflows that require existing customer data to determine the next action.

To update a specific Salesforce record accurately, you will need to provide the relevant record ID. The “Search Salesforce records” action allows you to retrieve the correct record by searching Salesforce based on defined criteria. Once the matching record is found, its ID can be used in the “Update Salesforce record” action node to ensure seamless and precise data updates between platforms.

To set up the node, follow these steps:

1. Click on the “Search Salesforce records” action node to open up its form, which will appear on the right side of the screen
   
   
   
    
2. The node form contains the following fields for you to configure your action:
   1. Organization: Select the connected Salesforce organization. If you haven’t set up your Salesforce integration, refer to this Help Center article to learn more about Salesforce integrations.
   2. Object type: Choose Contact, organization, Deal, Ticket, or a Custom object.
   3. Set search conditions
      1. Property: Select the Salesforce property to match (e.g., email, phone, hs_object_id, domain, dealname, custom fields).
      2. Operator: Choose the comparison (e.g., equals, contains, starts with, greater than, less than).
      3. Value: Enter a static value or insert a variable (trigger, contact, or mid‑flow) using the picker. For example: 
         1. Find contact by email: Property: email → Operator: equals → Value: {Contact: email}
            
            

Create Salesforce record

The “Create Salesforce record” action node creates a new record in Salesforce when triggered. You can use it to add new Salesforce contacts, custom objects on Salesforce directly from SleekFlow.

Common use cases include:

• Lead generation: When a new customer interacts with your business in SleekFlow, create a Salesforce contact for future follow-ups.
• Sales pipeline automation: When a customer expresses interest in a product, automatically create a new deal in Salesforce.
• Customer support requests: When a customer submits an inquiry, generate a Salesforce ticket to track and resolve the issue.

To set up the node, follow these steps:

1. Click on the “Search Salesforce records” action node to open up its form, which will appear on the right side of the screen
   
2. The node form contains the following fields for you to configure your action:
   1. Organization: Select the connected Salesforce organization. If you haven’t set up your Salesforce integration, refer to this Help Center article  to learn more about Salesforce integrations.
   2. Object type: Choose Contact, organization, Deal, Ticket, or a Custom object.
   3. Map properties
      1. Property: Select the Salesforce property you want to fill (e.g., email, firstname, dealname, subject).
      2. Value: Enter a static value or insert a variable using the {x} picker (e.g., {Contact: email}, {Trigger: order_amount}).
      3. Click Add to include multiple property-value mappings.
         

Update Salesforce record

The “Update Salesforce record” action node modifies an existing Salesforce record with new information. It ensures that customer data remains consistent across both platforms.

Common use cases include:

• Update lead status: When a contact engages with a sales message, update their Salesforce lead status.
• Sync customer details: If a customer updates their phone number in SleekFlow, reflect the change in Salesforce.
• Track order progress: When an order is placed in SleekFlow, update the corresponding deal’s stage in Salesforce.

To set up the node, follow these steps:

1. Click on the “Search Salesforce records” action node to open up its form, which will appear on the right side of the screen
   
2. The node form contains the following fields for you to configure your action:
   1. Organization: Select the connected Salesforce organization. If you haven’t set up your Salesforce integration, refer to this Help Center article to learn more about Salesforce integrations.
   2. Object type: Choose Contact, organization, Deal, Ticket, or a Custom object.
   3. Identify record by: Pick how the record is identified
      1. Record ID: Enter a specific Salesforce record ID to update.
      2. Variables: Use a variable (e.g., from a previous Search Salesforce records node) to dynamically provide the Record ID.
   4. Choose properties to update
      Decide what Salesforce fields you would like to update when this action runs
      1. Property: Select the Salesforce property you want to update (e.g., phone, dealstage, hs_pipeline_stage, renewal_date).
      2. Value: Enter a static value or insert a variable using the {x} picker.
      3. Click Add to update multiple properties in the same record.