Salesforce ACTION
Update CRM Record
Update an existing Salesforce record. Only pass fields you want to change — unspecified fields remain unchanged. Use Describe Object for valid field names and picklist values. Use SOQL Query to find the record ID if you only have the name. See the documentation
- Action
- Writes data
- OAuth
- SDK
- MCP
IMPLEMENTATION
Call this tool
Connect a user's Salesforce account once, then configure and run Update CRM Record from your backend or agent.
import { PipedreamClient } from "@pipedream/sdk"
const pd = new PipedreamClient({
projectId: process.env.PIPEDREAM_PROJECT_ID!,
clientId: process.env.PIPEDREAM_CLIENT_ID!,
clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
projectEnvironment: "production",
})
const result = await pd.actions.run({
id: "salesforce_rest_api-update-crm-record",
externalUserId: "{external_user_id}", // any stable ID for this user in your system
configuredProps: {
salesforce_rest_api: { authProvisionId: "apn_xxxxxxx" },
objectType: "Object Type",
recordId: "Record ID",
},
})
console.log(result)curl -X POST https://api.pipedream.com/v1/connect/{project_id}/actions/run \
-H "Content-Type: application/json" \
-H "X-PD-Environment: production" \
-H "Authorization: Bearer {access_token}" \
-d '{
"external_user_id": "{external_user_id}",
"id": "salesforce_rest_api-update-crm-record",
"configured_props": {
"salesforce_rest_api": { "authProvisionId": "apn_xxxxxxx" },
"objectType": "Object Type",
"recordId": "Record ID"
}
}'// accessToken: mint a short-lived token with the Connect SDK — see the MCP guide
const transport = new StreamableHTTPClientTransport(
new URL("https://remote.mcp.pipedream.net/v3"),
{
requestInit: {
headers: {
Authorization: `Bearer ${accessToken}`,
"x-pd-project-id": "{project_id}",
"x-pd-environment": "production",
"x-pd-external-user-id": "{external_user_id}", // any stable ID for this user in your system
"x-pd-app-slug": "salesforce_rest_api",
},
},
},
)
const mcp = new Client({ name: "my-agent", version: "1.0.0" })
await mcp.connect(transport)
const { tools } = await mcp.listTools()
// listTools() hands your model this tool's input schema, so it can
// fill the arguments itself:
const result = await mcp.callTool({
name: "salesforce_rest_api-update-crm-record",
arguments: {
objectType: "Object Type",
recordId: "Record ID",
},
})SCHEMA
Inputs
Pipedream supplies the connected account. Your application provides the operation-specific values below. Dynamic inputs are resolved against that user's account.
| Property | Type | Description |
|---|---|---|
objectType Object Type | string | The Salesforce object API name (e.g. Account, Contact, Opportunity). Required |
recordId Record ID | string | The ID of the record to update. Use SOQL Query to find the ID if you only have the record name. Required |
properties Properties to Update | object | Field name → new value pairs. Only include fields you want to change. Example: {"StageName": "Closed Won", "Amount": 75000}. Use Describe Object to discover valid field names and picklist values. Required |
REFERENCE
Tool details
Behavior hints are published with the component in the Pipedream registry and surface as MCP tool annotations, so an agent can reason about a tool before it calls it.
- Registry key
- salesforce_rest_api-update-crm-record
- Version
- 0.0.4
- App
- Salesforce
- Authentication
- OAuth
- Read-only
- No
- Destructive
- No
- Open world
- Yes
- Source
- View on GitHub ↗