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Updating Salesforce Record with Flow

Dynamo Templates allow users to update Salesforce records and fields during the Workflow. This is often referred to as Salesforce data write-back.

This step is commonly done after collecting data with screens, after the document has been edited and saved, or at the end of the workflow.

In order to update a record or field in Salesforce, follow the next steps:

  1. In the template builder, switch to Advanced View

    image-20240130-115437.png

  2. In the Home tab, select Main Flow

    image-20240130-115508.png

  3. As an example, select the Exit step, this step will execute when the Exit button is clicked.

    image-20240130-115633.png

  4. Click on Edit Step

  5. In the Search bar, look for the update command

    image-20240130-115735.png

  6. Drag the update command before the finish command

    image-20240130-115803.png

  7. Add the command field as a child command the the update command twice

    image-20240130-115852.png
    image-20240130-115912.png

  8. Click on the update command and in the type box enter the API Name of the Salesforce object to be updated

    image-20240130-120109.png

  9. Next, click on the field command. The first field command should always contain the record id.

    image-20240130-120251.png

  10. The following field command, contains the API Name of the field to be updated in that record. There can be as many field commands as needed.

    image-20240130-120447.png

In this example, the Opportunity name will be updated according to the Users input after the Exit button has been clicked after the document has been generated.

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