Updating a record in Salesforce using flow

[KMLNN]

I am trying to update a couple of fields in Salesforce Account, whenever a new item is created in a SharePoint list. However, in doing so, I am being asked to enter 'Object ID' of the salesforce object, which I am assuming is referring to Salesforce ID for the account (or Account ID).

If that is so, I need flow to be able to search the record in Salesforce to find the ID, as I cannot specify ID's of each item individually. For example, I may want to do a search of the 'Account Name' to locate the right record and update the record.

Is it possible to do?

Many thanks.

[v-yamao-msft]

Hi @KMLNN,

When using the action “Update record”, record Id is needed.

Before this, you could add the action “Get records” first, then use a condition to filter the one that need to be updated.

Then you would be able to select the dynamic content ID from the action “Get records”.

Please have a try with it.

Best regards,
Mabel Mao

[KMLNN]

Hi, thanks for the reply.

Even for getting a record, it is asking me to provide a unique record ID (which I am assuming is the Salesforce ID?). See the attached screenshot. 

[v-yamao-msft]

Hi @KMLNN,

Yes, Get record action needs an unique Record Id and it is the Salesforce ID.

Details about the actions of Salesforce, please see it at here:
https://docs.microsoft.com/en-us/connectors/salesforce/

As I suggested before, you may try to use the action “Get records”. Then add a Condition to filter the one that need to be updated, say if the title in the list is equal to the record name in Salesforce, it is the one that you want.

Please try it on your side.

Best regards,
Mabel Mao

[KMLNN]

@v-yamao-msft

Can you please show me an example of how to specify the filter condition to filter out a record from Salesforce. I want to filter out a particular account which has got a code that matches with a field in my SharePoint list.

Thanks.

[v-yamao-msft · Accepted solution]

Hi @KMLNN,

For an example, please take the following screenshot for a reference.

Sorry for that Salesforce is not available on my side. So in this flow, I am using the Dynamics 365 for a test.

I hope it could be a reference for you.

Please take a try with it. If you need more help, please feel free reply.

Best regards,
Mabel Mao

[KMLNN]

That works! It does seem a bit complicated though.

Thanks a lot for your help!