This Specification Macro Task allows updates to fields for an entity (for example the email address of a contact can be updated). The Task relies on Record ID to identify which entity is required to be updated in Salesforce.
|Title||Changes the Title (not the name) of the Task.|
|Entity Name||The name of the Entity.|
|Record ID||The Record ID of the Entity. Please see the Salesforce article Unique Record IDs in Salesforce for information on Record ID's.|
Data for custom fields in the format CustField1=Custvalue1|CustField2=CustValue2 (Not Required).
For custom fields, created in SalesForce, the end of the field name is to be suffixed with __c.
Note - there are two underscores before the c.
When this Task is added the properties are static. To be able to build rules on a static properties see How To: Change A Static Property To A Dynamic Property.
|Property Name||Example Rule||Example Result||Meaning|
|Entity Name||"contact"||contact||The contact entity will be updated.|
|Record ID||0010Y00000DWxyc||0010Y00000DWxyc||The entity with the Record ID 0010Y00000DWxyc will be updated.|
|Custom data||"email="& NewEmailReturn & "|Mobilephone=" &NewTelReturnemail@example.com |Mobilephone=012345678901||The email and Mobilephone fields will be updated with the given values.
Custom field suffix
Please see the caution for the Custom Data property in the Properties table above, regarding using a suffix for Custom Fields.
This task has different types of Outputs. For more information about Outputs see Specification Macros Task Node.
Outputs are only available within Specification Macros. Currently Outputs are not available for Specification Flow.
This task supports Status Outputs. These can be used to perform different actions depending on what the status outcome of the task is. For more information see Status Outputs in the Task Node Outputs section of Specification Macros Task Node.
The status output navigation is as follows:
Success with Warnings
Failed (one of the following occurred)
Record ID - the task will return the Record ID of the entity that has been created or updated.