Update An Entry In Salesforce For A Named Entity (DriveWorks Documentation)

Update An Entry In Salesforce For A Named Entity

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.

Properties

Property Name	Description
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.
Custom Data	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. For example: DateAdded__c=value Note - there are two underscores before the c.

For more information on permitted Entity Names (Standard Objects) and the Custom Data (Standard Fields) that are required, please see:

Salesforce SOAP API Developer Guide.

Example

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=" &NewTelReturn	email=contact@company.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.

Using the Task in a Specification Macro

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.

Status Outputs

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

Record ID was updated with the data.

Success with Warnings

N/A - should never be fulfilled.

Failed (one of the following occurred)

Entity name field left empty.
Record ID left empty.
Custom data field left empty.
Connection with Salesforce could not be established (For example incorrect Salesforce username specified in SalesForceUsername field).
Task exited with error (For example incorrect field name specified in custom fields).

Data Outputs

Record ID - the task will return the Record ID of the entity that has been created or updated.

DriveWorks Pro 22 Update An Entry In Salesforce For A Named Entity