account/update

Update one or more fields on an existing Salesforce Account record.

When to Use

Update account revenue and employee count from an annual enrichment data run.
Reassign the account owner when territory changes occur.
Update billing address when a customer moves their headquarters.
Sync updated company details from an ERP system on a nightly schedule.
Change account type from Prospect to Customer when a contract is signed.

Configuration

Connection

Field	Type	Required	Description
`InstanceUrl`	string	required	Salesforce org URL.
`AccessToken`	string	required	Valid OAuth2 access token.

Operation Fields

Field	Type	Required	Description
`AccountId`	string	required	18-character Salesforce Account ID of the record to update.
`Name`	string	optional	Updated account name.
`Type`	string	optional	Updated account type.
`Industry`	string	optional	Updated industry.
`Phone`	string	optional	Updated main phone number.
`Website`	string	optional	Updated company website.
`BillingStreet`	string	optional	Updated billing street.
`BillingCity`	string	optional	Updated billing city.
`BillingState`	string	optional	Updated billing state.
`BillingPostalCode`	string	optional	Updated billing postal code.
`BillingCountry`	string	optional	Updated billing country.
`AnnualRevenue`	decimal	optional	Updated annual revenue.
`NumberOfEmployees`	int	optional	Updated employee count.
`OwnerId`	string	optional	New account owner Salesforce User ID.
`Description`	string	optional	Updated description.

Sample Configuration

{
  "Resource": "account",
  "Operation": "update",
  "InstanceUrl": "https://myorg.my.salesforce.com",
  "AccessToken": "{{credentials.salesforce.accessToken}}",
  "AccountId": "{{nodes.GetAccount.Id}}",
  "Type": "Customer",
  "AnnualRevenue": 75000000,
  "NumberOfEmployees": 1500
}

Validation Errors

Error Code	Condition
`CFG_MISSING_INSTANCE`	`InstanceUrl` is missing.
`CFG_MISSING_TOKEN`	`AccessToken` is missing.
`VAL_MISSING_FIELD`	`AccountId` is missing.
`UNEXPECTED_ERROR`	Unexpected exception during execution.

Output

Success Port

Field	Type	Description
`status`	string	Always `updated`.
`resource`	string	Always `account`.
`operation`	string	Always `update`.

Error Port

Field	Type	Description
`errorCode`	string	Machine-readable error code.
`message`	string	Human-readable error description.

Sample Output

{ "status": "updated", "resource": "account", "operation": "update" }

Expression Reference

Expression	Description
`{{nodes.UpdateAccount.status}}`	Operation result status.
`{{nodes.UpdateAccount.errorCode}}`	Error code from error port.

Node Policies & GuardRails

Policy	Detail
Partial update	Only fields included in configuration are updated; omitted fields are unchanged.
Validation rules	Org-level validation rules may reject certain field values. Wire the error port.
Sandbox testing	Test updates in sandbox before applying to production org.
Picklist validation	`Type` and `Industry` must match valid org picklist values.
Error port wiring	Always wire the error port.

Examples

Mark Account as Customer on Contract Sign

{ "AccountId": "{{trigger.accountId}}", "Type": "Customer" }

Enrich Annual Revenue from ERP

{
  "AccountId": "{{nodes.LookupAccount.records[0].Id}}",
  "AnnualRevenue": "{{nodes.ERPSync.revenue}}",
  "NumberOfEmployees": "{{nodes.ERPSync.headcount}}"
}

Reassign Accounts to New Owner

{
  "AccountId": "{{loop.current.Id}}",
  "OwnerId": "{{variables.newRepSalesforceId}}"
}