How to update multiple records at once in Salesforce

While it may be more typical to use flows to update the Salesforce object you're currently on, like an Account page, sometimes you'll need to update other records elsewhere in Salesforce. No problem! Use the Salesforce: Update Multiple Records steptype to do exactly that.

Title

This appears in Sidekick when your team reaches this step. Use this field to concisely explain what needs to be done. Alternatively, if you set this step to autorun, you can use this field to describe what's happening in the background.

Automatically Run Step?

Check this box to run this step automatically. You'll need to configure the entire steptype because your team won't be given the chance to change any of the settings or inputs.

Object Name

Select the type of Salesforce object you want to update with this steptype.

Enter Values

Use this menu to select which fields you want to update on the records in question.

• Order
  • Use this menu to set the order of the fields as they will appear in Sidekick.
• Field Name
  • Select the field to be updated on each selected record.
• Value
  • Select or enter the value to be written into the given field on the selected records.
• Hidden?
  • Check this box to hide this field from your team in Sidekick. It will still be rendered in the background, so this option is good for when you want to fill fields automatically without the need for input from your team.
• Manual?
  • Check this box to make this field editable by your team. They will be able to read and write data in this field.
• Required?
  • Check this box to mandate that this field be filled before your team can advance to the next step. 

Records to Update

To specify which records you want to update, you'll have to use Criteria Logic to identify them. Criteria Logic relies on logical arguments configured here.

• Bucket Type
  • Use this field to decide whether to include or exclude records based on the criteria you specify.
• Meet ALL or ANY of these conditions
  • Exactly as it sounds, you can use these operators to decide whether all of the criteria given must be met (ALL), or merely at least one of them (ANY).
  • Note: For each Criteria Logic Bucket, you can only select records when they meet all OR any of the criteria. If you want to use one set of all criteria and another set for any criteria, you'll need to create two different Criteria Logic buckets.
• Field
  • Select the field in the record which should be compared with your condition in the next field.
• Condition
  • Use this field to determine what kind of argument you want to make.
  • For example, you can use Equals to denote that the field must match the value you give exactly. You can also use Contains which is not case-sensitive and therefore more forgiving when it comes to finding matching records.
• Value
  • Finally, enter or select the value needed to check the condition against.

For example, if you wanted to select all cases where the Customer Name is Acme Inc, you would configure it like this:

Field = Customer Name

Condition = Contains

Value = Acme Inc

When this step is run, it will find all the Salesforce records that meet your various conditions and requirements before updating their field values accordingly. Because of the powerful nature of this steptype, we recommend implementing it carefully so as to avoid making far-reaching errors.