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. Due to the powerful nature of this steptype, we recommend implementing it carefully so as to avoid making far-reaching errors.
Step Configuration
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.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.