Salesforce: Update a custom object

🕙  1 minute read

Use this action to update a custom object record in Salesforce

Use case

  • Update Salesforce information as part of an automated process.
  • Send emails with updates about the custom object.
  • Start a new instance for the updated custom object.

How to configure this action

This action requires a preconfigured Salesforce integration. For more information on integrating Catalytic with other systems, please refer to the Integrations section of our help documentation.

Fields for this action

  • Integration

    • Select your team’s integration from the list
  • Custom object name

    • The API name of the custom object in Salesforce, which typically uses the format ObjectName__c
  • Custom object ID

    • The Salesforce ID of the custom object you wish to update
  • Custom field 1 (2, 3, 4, 5) API Name

    • Define a custom field to update. To find the API Name, view the field in Salesforce Setup. Custom fields typically uses the format FieldName__c
  • Custom field 1 (2, 3, 4, 5) value

    • Set the value to store in the custom field

What will this output?

All output fields will store under the custom field value giving during the action configuration.

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