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Update Records Order

The Update Records Order interaction saves the new order of one or more Salesforce records back to Salesforce when a user reorders items in the component.

Overview

The Update Records Order interaction updates the order of one or more Salesforce records. When the user reorders items in the component, the new order is saved back to Salesforce automatically.

To be usable, the component must:

  • Use a Query Data Source.

  • Have the option to sort its items.

The records order field is the first field used in the ORDER BY clause of the query.

Configuration

On Success

The interactions to execute when the records are ordered successfully. Accepted interactions are: Show Toast, Flow Navigation, Refresh All Queries and Fire Confetti.

On Error

The interactions to execute when the records order update fails. Accepted interactions are: Show Toast, Flow Navigation, Refresh All Queries and Fire Confetti.

Example

Imagine a sortable List component displaying onboarding steps queried from a custom object, ordered by a numeric Order field. When the user drags a step to a new position, the Update Records Order interaction persists the new sequence to Salesforce. On success, a Show Toast interaction confirms that the new order was saved; on error, a Show Toast interaction with the Error variant explains what went wrong.

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