Update the record Where the two paths of your decision come together, click the +, scroll down and select "Update Records". We're using the first option in the Update Records element and using the special $Record variable that represents the Lead that triggered the Flow.
Full Answer
How to update records in Salesforce flow?
Here's what's on the agenda: Click the + button in your Flow under the Get Records you just added, scroll down and select Update Records. The Update Records element has two modes [1,2] under the clumsy label of "How to Find Records to Update and Set Their Values". Clearly Salesforce quite didn't know what to call these either.
How do I write off payments in Salesforce?
By default, Salesforce shows you the current date and will write off all remaining payments after that date. If you want to choose a later date after which you want to write off payments, you can do that, too. Click Write Off Payments.
How do I update records after a flow has triggered?
Where the two paths of your decision come together, click the +, scroll down and select "Update Records". We're using the first option [1] in the Update Records element and using the special $Record variable [2] that represents the Lead that triggered the Flow.
How do I get Records and make changes to them?
You load up a record detail page (Get Records), make a set of pending changes (Assignment) and then click Save (Update Records) to save all of them at once. Specify conditions to identify records, and set fields individually - This option allows you to get records and make changes in one operation.
The Update Records element
Click the + button in your Flow under the Get Records you just added, scroll down and select Update Records.
The Assignment-Update pattern
Most often you'll find yourself getting a particular record (either by Get Records or automatically with a trigger), doing some field assignment using the Assignment element and then using Update Records. Let's go through an example.
Mass updates in one step
As we mentioned above, Update Records has an "Option 2" that you can use to update a set of records that meet some criteria. This allows you to do an update en masse with minimal effort.
Where to go from here
In many cases you'll want to use the Assign-Update pattern by looping over collection of records and then saving them. Take a look at our Flow loop tutorial for that.
Hayes Davis
Hayes Davis is co-founder of Gradient Works. Previously, Hayes was SVP of Revenue Operations at Cision, where he ran a global team of 50 supporting nearly 600 sellers. He was also co-founder and CEO of Union Metrics until its successful acquisition by TrendKite in 2018. Hayes has a background in computer science.