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A workflow can write back to Salesforce, not just read it. Two action steps do this:
  • Create Salesforce record — makes a new record of any object type, setting the fields you specify.
  • Update Salesforce record — sets a field on an existing record.
Combined with a Salesforce trigger, this closes the loop: react to what changed, then update the record — without leaving the workflow, and without a rep re-keying it by hand.

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How to use it

Create a record
  1. Add a Create Salesforce record step.
  2. Choose the object (for example, Task or Opportunity).
  3. Set the fields you want on the new record. Values can be typed in or pulled from earlier steps.
Update a record
  1. Add an Update Salesforce record step.
  2. Point it at the record to update — usually a reference from an earlier step, like the account on the meeting or a record you looked up.
  3. Choose the field and the value to write.

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Good to know

  • Each step acts on one record per run. To create or update many, place the step inside a loop over a set of records.
  • You can require human review on a write, so a person approves before it commits.
  • A test run never writes to Salesforce — it reports the value it would have set, so you can check a workflow safely before publishing.
  • Writing to Salesforce requires a connected Salesforce integration for your workspace.

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In practice

When an Opportunity flips to Closed Won, create the onboarding record for CS and stamp the handoff fields — automatically, the moment the stage changes. Questions? We’re here to help at support@clearskies.cc