Salesforce Updater
This document outlines the functionality and characteristics of the Salesforce Updater node, which enables updating existing records in Salesforce objects.
Node Inputs
Required Fields
- Object: Select Salesforce object (e.g., Account, Lead, Contact)
- Search Column: Field used to identify records to update
- Search Value: Value to match in search column
Optional Fields
- List View: Filter which records to update using predefined views
- Select “All Views” to update across entire object
Dynamic Fields
Connect your node outputs to the fields you want to update. Fields are populated based on the selected fields to update.
Node Output
Link to the Salesforce object
Node Functionality
The Salesforce Updater node modifies existing records in Salesforce objects.
Key features include:
- Exact value matching for updates
- Multiple field updates
- List view filtering
- Dynamic field mapping
- Secure authentication with Gumloop
When To Use
The Salesforce Updater node is essential when you need to modify existing Salesforce records. Common use cases include:
- Data Updates: Modify field values across records
- Status Changes: Update record statuses
- Information Maintenance: Keep records current
- Bulk Updates: Modify multiple records matching criteria
Example
Let’s say you want to update the phone numbers for specific customers in your Salesforce:
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First, choose what you’re updating:
- Object: “Contact” (this is like choosing which spreadsheet - contacts, accounts, leads, etc.)
- List View: “All Contacts” (this filters which contacts you see, like “West Coast Contacts” or “Active Customers”)
-
Then, specify how to find the right records:
- Search Column: “Email” (this is how you’ll find the right person - could be email, name, ID, etc.)
- Search Value: “john@example.com” (the specific email to look for)
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Finally, connect the data you want to update with the Salesforce field inputs:
- Connect your new phone number to the “Phone” field input
The node will:
- Look through your contacts
- Find the one with email “john@example.com”
- Update their phone number to your new value
Think of it like “Find row where Email = john@example.com and update Phone to new number” in a spreadsheet.
Important Considerations:
- Requires Authentication with Salesforce - Set up in the Credentials page
- Search value must exactly match the field value
- Only updates existing records
- Field availability depends on object type
In summary, the Salesforce Updater node provides a reliable way to modify existing Salesforce records using exact value matching and flexible field updates.