Upsert Record

The Upsert Record interaction creates or updates a Salesforce record directly from the component in a single step.

Overview

The Upsert Record interaction triggers a record upsert operation. Use this interaction to create or update a Salesforce record directly from the component: if the record already exists, it is updated; otherwise, a new record is created.

Configuration

On Success

The interactions to execute when the record upsert succeeds. Accepted interactions are: Show Toast, Flow Navigation, Refresh All Queries and Fire Confetti.

On Error

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

Example

Imagine a screen flow where users maintain their notification preferences. An Upsert Record interaction saves the preference record in a single step — creating it the first time and updating it on every subsequent visit — without any additional logic in Flow Builder to decide between a create and an update. On success, a Show Toast interaction confirms the save; on error, a Show Toast interaction with the Error variant surfaces the problem.