Step Configuration
In addition to the general step configuration options, this step has the following specific options that can be configured.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.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).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.