Update Salesforce Connector
Audience:
Low-code EngineersSkill Prerequisites:
Actions,Tokens,Connectors
Changes an existing Salesforce connector. The action finds the connector by its ID and saves a new title and new Salesforce login details.
The update replaces the connector's details. Fields you leave out are cleared, so pass every value you want to keep.
note
This action requires the Salesforce feature to be licensed.
Typical Use Cases
- Save a new password or security token after it changes in Salesforce
- Let users edit their saved Salesforce account from a form
- Rename a connector or change its login domain
Don't use it to
- Create a connector. Use Add Salesforce Connector instead.
- Check that the new details work. The action saves them without contacting Salesforce. Use Test Connector after saving.
- Update a connector of another type. Use Update Connector instead.
Related Actions
| Action Name | Description |
|---|---|
| Add Salesforce Connector | Creates a Salesforce connector and returns its ID. |
| Get Connector | Reads the details of a connector. |
| Test Connector | Checks that a connector can sign in. |
| Delete Connector | Removes a connector. |
| Update Connector | Changes a connector of any type. |
Input Parameter Reference
| Parameter | Description | Supports Tokens | Default | Required |
|---|---|---|---|---|
| Portal | The portal of the connector group. It isn't used when the action runs. When using an expression, the value must be the PortalId. | Yes | empty string | No |
| Entry Id | The ID (GUID) of the connector to change, for example [SalesforceConnectorId]. | Yes | empty string | Yes |
| User Id | A user ID for the connector. In 1.28 this value isn't saved on the connector. | Yes | empty string | No |
| Entry title | The new name of the connector. It always replaces the current name, so an empty value clears it. | Yes | empty string | No |
| Login Url | The Salesforce login domain, for example https://ap1.salesforce.com/. If the value doesn't end with /services/oauth2/token, that path is added. Leave it empty to use https://login.salesforce.com/services/oauth2/token. | Yes | empty string | No |
| Account Username | The Salesforce username. | Yes | empty string | Yes |
| Password | The Salesforce password. Saved encrypted. Use ****** to keep the saved password. | Yes | empty string | Yes |
| Security Token | The Salesforce security token for the user. Saved encrypted. Use ****** to keep the saved token. | Yes | empty string | Yes |
| Custom Data | Extra name-value pairs to store on the connector, entered as Data Key and Data Value. This list replaces the connector's current custom data. | Yes | empty | No |
Considerations
- Everything is replaced. Values you leave out are removed, including
Login Urland any custom data you don't list again. An emptyLogin Urlmeans the default Salesforce login is used. - Username, password and security token are required. If one is empty, the action fails with
Parameter '<field title>' is required.To keep a saved password or token without knowing it, pass******. - The Entry Id must exist. An empty value fails with
Data was not saved due to an invalid EntryId!. An ID that isn't found fails withRequested connector, with id '...', does not exist.A value that isn't a GUID also fails. - The connector type isn't checked. The action changes whatever connector the ID points to. Make sure it's a Salesforce connector.
- The login isn't tested. Run Test Connector after the update to check the new details.
Examples
tip
To understand how to use the below examples, please see Running Examples.
1. Save a new security token
This action updates the connector with ID [SalesforceConnectorId] with a new security token from a form. The saved password is kept by passing ******.
{
"Title": "Update Salesforce Connector",
"ActionType": "cs.salesforce.update",
"Description": "Save the new Salesforce security token",
"Parameters": {
"EntryId": "[SalesforceConnectorId]",
"EntryName": "Salesforce - [CompanyName]",
"LoginUrl": "",
"UserName": "[SalesforceUsername]",
"Password": "******",
"SecurityToken": "[SalesforceSecurityToken]"
}
}
Revised 09/26/2026