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KMLNN
Level: Powered On

Updating a record in Salesforce using flow

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.

1 ACCEPTED SOLUTION

Accepted Solutions
Community Support Team
Community Support Team

Re: Updating a record in Salesforce using flow

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.

3.PNG

 

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

 

Best regards,
Mabel Mao

Community Support Team _ Mabel Mao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

6 REPLIES 6
Community Support Team
Community Support Team

Re: Updating a record in Salesforce using flow

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

Community Support Team _ Mabel Mao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
KMLNN
Level: Powered On

Re: Updating a record in Salesforce using flow

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. Screen Shot 2017-12-19 at 14.23.35.png

 

 

 

Community Support Team
Community Support Team

Re: Updating a record in Salesforce using flow

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

Community Support Team _ Mabel Mao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
KMLNN
Level: Powered On

Re: Updating a record in Salesforce using flow

@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.

Community Support Team
Community Support Team

Re: Updating a record in Salesforce using flow

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.

3.PNG

 

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

 

Best regards,
Mabel Mao

Community Support Team _ Mabel Mao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

Highlighted
KMLNN
Level: Powered On

Re: Updating a record in Salesforce using flow

That works! It does seem a bit complicated though.

 

Thanks a lot for your help!

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