Salesforce - Update Record

↩ Part of the Salesforce integration.

Description

Updates an existing record (PATCH /sobjects/{sobject}/{id}).

The call is a partial update: only the fields you send are written, the rest keep their value. Salesforce answers 204 No Content, so the node builds the confirmation object itself.

Configuration

Field	Type	Required	Description
`credentials_id`	credentials	Yes	Salesforce credential
`sobject`	text	Yes	API name of the object: `Account`, `Contact`, `Lead`…
`record_id`	text	Yes	Id of the record to update
`fields`	json	Yes	Fields to update, e.g. `{"Phone":"555"}`

All the parameters accept dynamic variables; the fields string is resolved as text before being parsed as JSON.

Credentials

This module requires a Salesforce credential:

Field	Description
`login_url`	`https://login.salesforce.com` or `https://test.salesforce.com` for a sandbox
`client_id` / `client_secret`	Consumer Key and Secret of the Connected App
`username`	Salesforce user
`password`	Password plus the security token, concatenated

Output

Salesforce returns no body, so data is the confirmation built by the node:

{
  "id": "0065g00000AbCdEFGH",
  "updated": true
}

Along with it, _meta:

{ "moduleVersion": "1.0.0", "success": true, "id": "0065g00000AbCdEFGH", "totalMs": 290 }

If you need the values as they ended up stored, read the record afterwards with Get record.

Usage Example

Move an opportunity forward

{
  "credentials_id": "salesforce_prod",
  "sobject": "Opportunity",
  "record_id": "{{data.opportunityId}}",
  "fields": { "StageName": "Closed Won", "Amount": 15000 }
}

Update a contact’s phone

{
  "credentials_id": "salesforce_prod",
  "sobject": "Contact",
  "record_id": "{{data.contactId}}",
  "fields": { "Phone": "{{data.phone}}", "MailingCity": "{{data.city}}" }
}

Close a case

{
  "credentials_id": "salesforce_prod",
  "sobject": "Case",
  "record_id": "{{data.caseId}}",
  "fields": { "Status": "Closed", "Description": "Resolved automatically by the flow." }
}

Notes

Only the fields you send are written; the others are untouched.
Do not include Id inside fields — the id travels in the URL, and sending it in the body returns a 400.
To clear a field, send null. Sending an empty string works for text fields but not for lookups or dates.
Formula, roll-up and system fields (CreatedDate, LastModifiedDate) are read-only and return 400 INVALID_FIELD_FOR_INSERT_UPDATE.
Validation rules, required fields and triggers all fire here. Their message comes back in the error.message of the node, and these errors are not retried.
If fields is not a JSON object, or record_id is empty, the node stops before calling Salesforce.

Salesforce: Get record — read the current values before deciding what to change.
Salesforce: Upsert record — update when the record exists, create it when it does not.
Salesforce: SOQL query — get the ids of the records to update.