{"id":28055,"date":"2022-07-25T16:53:12","date_gmt":"2022-07-25T16:53:12","guid":{"rendered":"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/?p=28055"},"modified":"2022-08-26T07:36:34","modified_gmt":"2022-08-26T07:36:34","slug":"how-to-update-records-in-salesforce","status":"publish","type":"post","link":"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/how-to-update-records-in-salesforce\/","title":{"rendered":"[AppExchange \u2013 123FormBuilder] How to update records in Salesforce?"},"content":{"rendered":"<p style=\"font-size: 14px\">When you use the <b>Update all existing records<\/b> option under <b>Action to perform<\/b>, you first have to select a lookup field. This means that the application will search in that Salesforce field for a specific record that is already registered. If the value from the lookup field matches with a previous entry, the record will be updated.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-medium\" src=\"https:\/\/staticresources123.s3-us-west-2.amazonaws.com\/docs\/SFupdaterecords1.png\" alt=\"update records\" width=\"903\" height=\"412\"><\/p>\n<p style=\"font-size: 14px\"><b>Important Note!<\/b><\/p>\n<p style=\"font-size: 14px\">After you select a lookup field, make sure that you map that Salesforce field with a form field below.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-medium\" src=\"https:\/\/staticresources123.s3-us-west-2.amazonaws.com\/docs\/SFupdaterecords2.png\" width=\"837\" height=\"500\"><\/p>\n<p>The final step is to decide what to do if no match is found:<\/p>\n<p><b>Create new record<\/b> &#8211; It means that a new entry will be registered if the new record doesn\u2019t match with a previous one.<\/p>\n<p><b>Skip entry<\/b> &#8211; If there is no entry matching with a Salesforce record, no record will be updated and no new record will be created.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-medium\" src=\"https:\/\/staticresources123.s3-us-west-2.amazonaws.com\/docs\/SFupdaterecords3.png\" width=\"837\" height=\"187\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>When you use the Update all existing records option under Action to perform, you first have to select a lookup field. This means that the application will search in that Salesforce field for a specific record that is already registered. If the value from the lookup field matches with a previous entry, the record will [&hellip;]<\/p>\n","protected":false},"author":13,"featured_media":-1,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[134],"tags":[],"class_list":["post-28055","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-123formbuilder-appexchange"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Help: Update records in Salesforce | 123FormBuilder<\/title>\n<meta name=\"description\" content=\"123FormBuilder was designed to create and update new records in Salesforce. 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Just associate the form fields with the Salesforce fields and update records.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/how-to-update-records-in-salesforce\/","og_locale":"en_US","og_type":"article","og_title":"[AppExchange \u2013 123FormBuilder] How to update records in Salesforce?","og_description":"123FormBuilder was designed to create and update new records in Salesforce. Just associate the form fields with the Salesforce fields and update records.","og_url":"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/how-to-update-records-in-salesforce\/","og_site_name":"123FormBuilder Knowledge Base","article_published_time":"2022-07-25T16:53:12+00:00","article_modified_time":"2022-08-26T07:36:34+00:00","og_image":[{"url":"https:\/\/staticresources123.s3-us-west-2.amazonaws.com\/docs\/SFupdaterecords1.png","type":"","width":"","height":""}],"author":"admin","twitter_card":"summary_large_image","twitter_misc":{"Written by":"admin","Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/how-to-update-records-in-salesforce\/#article","isPartOf":{"@id":"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/how-to-update-records-in-salesforce\/"},"author":{"name":"admin","@id":"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/#\/schema\/person\/ac765b93d6689ec0f4ee6f6e040d66ea"},"headline":"[AppExchange \u2013 123FormBuilder] How to update records in Salesforce?","datePublished":"2022-07-25T16:53:12+00:00","dateModified":"2022-08-26T07:36:34+00:00","mainEntityOfPage":{"@id":"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/how-to-update-records-in-salesforce\/"},"wordCount":149,"commentCount":0,"image":{"@id":"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/how-to-update-records-in-salesforce\/#primaryimage"},"thumbnailUrl":"https:\/\/staticresources123.s3-us-west-2.amazonaws.com\/docs\/SFupdaterecords1.png","articleSection":["AppExchange"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/how-to-update-records-in-salesforce\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/how-to-update-records-in-salesforce\/","url":"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/how-to-update-records-in-salesforce\/","name":"Help: Update records in Salesforce | 123FormBuilder","isPartOf":{"@id":"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/#website"},"primaryImageOfPage":{"@id":"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/how-to-update-records-in-salesforce\/#primaryimage"},"image":{"@id":"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/how-to-update-records-in-salesforce\/#primaryimage"},"thumbnailUrl":"https:\/\/staticresources123.s3-us-west-2.amazonaws.com\/docs\/SFupdaterecords1.png","datePublished":"2022-07-25T16:53:12+00:00","dateModified":"2022-08-26T07:36:34+00:00","author":{"@id":"https:\/\/123formbuilder.polarbuildingcleaning.net\/docs\/#\/schema\/person\/ac765b93d6689ec0f4ee6f6e040d66ea"},"description":"123FormBuilder was designed to create and update new records in Salesforce. 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