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The reliability and consistency of fields in Salesforce records can make all the difference for your team, whether for a seamless edge case escalation or end-of-quarter reporting. But all too often, field data needs to be manually entered, which can take a lot of clicks. Instead, use the Salesforce Update Record Fields steptype to automatically update all the fields you need. They’re especially beneficial after decision tree steptypes since each decision can lead to more precise subsequent actions and field updates.

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Building the steptype

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Title

This text will appear up top when your team reaches this step. If you set this steptype to auto-run, use this field to describe what the step is doing, like “Adding product name to Salesforce case…”. If you want your team to enter data manually, use this field to describe what they should do, like “Select the correct product name.”

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Automatically Run Step?

Check this box to run this steptype automatically when your team reaches it. A checked box will not give your team a chance to enter data, so you’ll need to do all the configuration here in Flow Builder.

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Object Name

Select from the dropdown the Salesforce record you want to update.
Due to the sheer number of potential Salesforce records, FlowEQ will pull in the most common records types but not all. If the record you need isn’t in the dropdown, let us know at support@floweq.com, and we can manually pull it in for you.

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Enter Values

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Order

Sets the order of the record fields as they will appear in Sidekick. The Automatically Run Step? checkbox overrides this, which makes the fields not appear in Sidekick at all.

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Field Name

Select the field you want to update from the selected Salesforce object. We pull in many object fields, but not all of them by default. If you need an object field added to the dropdown, let us know at support@floweq.com.

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Value

The value you want entered into the selected object field in Salesforce. Here you can enter fixed plain text manually or use the button to pull in details from elsewhere in Salesforce or other systems integrated with FlowEQ.
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