lead/update

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

When to Use

Update lead status after a sales call to reflect the outcome (e.g. Working - Contacted).
Reassign a lead to a new owner when territory realignment occurs.
Add notes or enrich contact information after a data enrichment service returns results.
Update lead score fields when an external scoring engine publishes new values.
Mark a lead's contact details as updated after receiving data from a preference centre.

Configuration

Connection

Field	Type	Required	Description
`InstanceUrl`	string	required	Salesforce org URL.
`AccessToken`	string	required	Valid OAuth2 access token. Store in BizFirst Credentials Manager.

Operation Fields

Field	Type	Required	Description
`LeadId`	string	required	18-character Salesforce Lead ID of the record to update.
`FirstName`	string	optional	Updated first name.
`LastName`	string	optional	Updated last name.
`Company`	string	optional	Updated company name.
`Email`	string	optional	Updated email address.
`Phone`	string	optional	Updated phone number.
`Status`	string	optional	Updated lead status picklist value.
`OwnerId`	string	optional	Salesforce User ID of the new lead owner.
`Rating`	string	optional	Updated rating: `Hot`, `Warm`, or `Cold`.
`Description`	string	optional	Updated notes or description.
...any Lead field	varies	optional	Any other standard or custom Lead field supported by your org.

Sample Configuration

{
  "Resource": "lead",
  "Operation": "update",
  "InstanceUrl": "https://myorg.my.salesforce.com",
  "AccessToken": "{{credentials.salesforce.accessToken}}",
  "LeadId": "{{nodes.GetLead.Id}}",
  "Status": "Working - Contacted",
  "Description": "Called on {{now}} — expressed interest in Enterprise tier",
  "Rating": "Hot"
}

Validation Errors

Error Code	Condition
`CFG_INVALID`	Node settings could not be resolved.
`CFG_MISSING_INSTANCE`	`InstanceUrl` is missing or empty.
`CFG_MISSING_TOKEN`	`AccessToken` is missing or empty.
`VAL_MISSING_FIELD`	`LeadId` is missing or empty.
`UNEXPECTED_ERROR`	Unexpected exception during execution.

Output

Success Port

Field	Type	Description
`status`	string	Always `updated` on success.
`resource`	string	Always `lead`.
`operation`	string	Always `update`.

Error Port

Field	Type	Description
`errorCode`	string	Machine-readable error code.
`message`	string	Human-readable description of the error.
`resource`	string	Always `lead`.
`operation`	string	Always `update`.

Sample Output

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

Expression Reference

Expression	Description
`{{nodes.UpdateLead.status}}`	Operation status (`updated`).
`{{nodes.UpdateLead.errorCode}}`	Error code from the error port.
`{{nodes.UpdateLead.message}}`	Error message from the error port.

Node Policies & GuardRails

Policy	Detail
Credential storage	Store `AccessToken` in BizFirst Credentials Manager.
Partial update	Only fields included in the configuration are updated. Omitted fields retain their existing values.
Picklist validation	`Status` and `Rating` values must be valid picklist entries configured in the target org.
Validation rules	Org-level validation rules may reject updates. Always wire the error port.
Converted leads	Updating a converted lead (`IsConverted = true`) may be restricted. Check `lead/get` first if needed.
Sandbox testing	Test updates in a sandbox before applying to production.

Examples

Update Status After Sales Call

After a call task is completed, update the lead's status and add call notes to Description.

{
  "LeadId": "{{nodes.GetLead.Id}}",
  "Status": "Working - Contacted",
  "Description": "Spoke on {{trigger.callDate}}. Interested in Q3 demo."
}

Enrich Lead from Data Service

An enrichment API returns company employee count and revenue. Map those values back to the lead.

{
  "LeadId": "{{trigger.leadId}}",
  "NumberOfEmployees": "{{nodes.EnrichAPI.employeeCount}}",
  "AnnualRevenue": "{{nodes.EnrichAPI.annualRevenue}}",
  "Industry": "{{nodes.EnrichAPI.industry}}"
}

Reassign Leads in Bulk

Use a Loop node over lead/getAll results, calling lead/update per iteration with a new OwnerId.

{
  "LeadId": "{{loop.current.Id}}",
  "OwnerId": "{{variables.newOwnerSalesforceId}}"
}