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.