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Overview

  • The Update Records action modifies existing entries in a database or data source.

  • This action is typically used to ensure that records remain accurate and up-to-date as workflows progress.

  • It allows for changing, editing, or replacing information in response to new events or updates within the workflow. This could include changes in status, additional details, or corrections to prior data. By updating records, this action helps maintain data integrity and relevance over time.

  • Let’s explore the screens that follow, after drag-n-drop of Update Records action on workflow canvas.

Config

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Note: By default, the Source Type is Object.

Other options include Model and Variable.

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Note: By default, this field in invisible. It will only be populated if Update Specific Records checkbox is checked.

Config Field

Description

Source Type

In this optiondropdown, you can select a source among various sources from which you want to update records. It allows to choose from Object, Model and Variable.

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Note: Fields below this will be populated based on the Source Type one chooses. If Variable and Model are chosen, only two

fields of choosing specific model

as well as variable and Key Field will be populated.

Object

In this option, you can select the object from which you want to update records. The chosen object will define the source of data for updation.

Note: Label of this field is dependent on Source Type chosen earlier. If chosen variable or model, label will be the same either variable or model as per selection.

How many records to store?

In this option, you can select amount specify the number of records to update . Either you can choose Single or Multi-recordfrom the selected object. You can choose to update either a single record or multiple records based on your operational needs.

  • Single Record: Updates only one record from the object, typically the first matching record.

  • Multi-Record: Updates multiple records.

Update Specific Records

Check if you want to update only specific records.

Filters

It This option enables user to filter out the data for Source Type records data from the selected object using AND and OR logical operators. These operators allow the user to create complex logic for updating records, ensuring that only the relevant data is updated.

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Reference: Filters

Select Fields to Update Data

It enables to filter out the fields which need to be updated using AND OR logical operators.

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Note: By default, this field in invisible. It will only be populated if Update Specific Records checkbox is checked.

Key Field

It enables to decide which will be key field to track the records.

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Note:

  • It is advised to assign a field which contains unique value to this field.

  • By default, Id is the key field considered here

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Action Details:

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//Action Details ~ Workflows

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Input:

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//Manage Input Variable ~Workflows Modal

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Filters

Custom Logic for Multiple Filters

Additionally, you can add multiple filter conditions and define custom logic for how they should be evaluated.

  • AND: Provide results If all provided conditions are true

  • OR: Provide results If one of the provided conditions are true

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Value Configurations

In this section, provide a value to compare or check against the selected field. You can provide a value by clicking on the gear icon. It opens up a screen to provide value using merge text.

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Reference: Merge Text

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For example, you can set the Billing State to South Central Chillie.

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Add Condition & Group Condition

Condition

Description

Add Condition

  • The Add Condition feature allows users to define multiple criteria that must be met for a validation rule to trigger.

  • This feature is used to create complex logic by combining different conditions that Salesforce evaluates before allowing a record to be saved.

Add Group Condition

  • The Add Group Condition feature allows users to group multiple conditions together, creating complex logic that involves different sets of criteria.

  • This feature is particularly useful when combining conditions that should be evaluated as a unit (logical OR within a group) or when nesting conditions for more advanced logic.

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Merge Text Config
Merge Text Config

Action Details

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Action Details
Action Details

Input

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Manage Input Variable
Manage Input Variable
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For example, if a vehicle sales firm wants to propose its price quote to all the opportunities having Probability more than 50% , thus they can use Update action for this, specifying the Filter Criteria as Probability(%) Greater Than 50 and Field to update data as Stage Equals Proposal.

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