Salesforce: Update a lead

Use this action to update a lead record in Salesforce.

Use case

• Update lead information as part of a sales qualification process.
• Increase data accuracy and integrity with automated lead updates.
• Automatically create tasks or send emails to follow up with an updated lead.

How to configure this action

This action requires a preconfigured Salesforce integration. For more information on integrating PagerDuty Workflow Automation 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

• Lead ID

  • Input the ID for the lead

• Lead first name

  • Lead’s first name

• Lead last name

  • Lead’s last name

• Lead city

  • City of the lead

• Lead company

  • Input the name of the company, up to 255 characters
  • If person account record types have been enabled, and if the value of Company is null, the lead converts to a person account

• Lead country

  • Country of the lead

• Lead description

  • Describe the lead

• Lead email

  • Lead’s email address

• Lead phone

  • Phone number for a contact of this lead

• Lead status

  • Status code for the lead
    • Open: not contacted
    • Closed: converted

• Website

  • The website url for this account

• 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.