Data nodes determine what information a flow sends back to your data source.
Quick links:
How to configure a field update node
How to configure a field update node
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Click and drag a field update node from the toolbar onto the canvas
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Within the settings panel, select the field the node will be updating from the Field dropdown
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Enter or select the value to populate in the field selected above
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Click Save
The field type will determine which values can be selected or entered by a field update.
For example, if a picklist field is selected, then you will only be able to update this field based on the available picklist values.
Things to consider:
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A field update node can only update fields on the related object of the flow. See Related objects for more information.
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Field update nodes can be used in conjunction with process builders, workflow rules or apex code to trigger additional process within Salesforce, and are powerful tools to tie Pendula flows in with broader customer journeys along with providing greater visibility to your Salesforce users
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Always check and test that a field update will not conflict with any validation rules, apex triggers or process builders within Salesforce. An error within Salesforce will prevent the field update from saving, and the flow will not be able to progress to the next node or action
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Field update nodes can use the
TODAY()
andDAYS()
formula operators to input values on date fields. See Flow criteria for more information. -
Field update node can use the
NOW()
formula operator to input values on date/time fields. See Flow criteria for more information. -
In conjunction with an inbound SMS node set to
any reply
, a field update node can be used with a formula to populate a text field with the contents of the last inbound SMS (for example as part of a survey). See Configuring conversation nodes for more information.