---
schema_version: "1"
id: 67091b00efa8a0747ea4b85f202f5fe98f0efcc16b49f8199ecd7c8521f6c8b7
title: Agentforce Platform | Update Record
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ai/264-0-0/copilot_actions_ref_update_record.md
canonical_url: https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_update_record.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 1f8d69d0c477c41e33fc915fd8b8a2f214a4708c5d2d294edb6775608b4c722a
description: Updates one or more fields on a record. To retrieve the fields and values the user wants to change, the Extract Fields and Values from User Input action must be triggered before the Update Record action.
products:
  - Agentforce
  - Cross Cloud
release: "264"
---
# Agentforce Platform | Update Record

Updates one or more fields on a record. To retrieve the fields and values the user wants to change, the Extract Fields and Values from User Input action must be triggered before the Update Record action.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Foundations, or <strong>Agentforce 1</strong> or <strong>Einstein 1</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="text-align:center;vertical-align:top;" id="d103495e77">User Permissions Needed</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d103495e80">&nbsp;</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d103495e77 d103495e80 ">See <a href="https://help.salesforce.com/s/articleView?id=ai.agent_actions_common_perms.htm&amp;type=5&amp;language=en_US" target="_blank">Common User Access for Standard Agent
              Actions</a>.</td>

        </tr>
      </tbody>
    </table>

## Action Details

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col style="width:50%"> <col style="width:50%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">API Name</td><td class="slds-cell-wrap" style="vertical-align:top;">UpdateRecordFields</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Reference Action Type</td><td class="slds-cell-wrap" style="vertical-align:top;">Standard Action</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Does this action execute one or more prompt templates?</td><td class="slds-cell-wrap" style="vertical-align:top;">No</td></tr></tbody></table>

## Considerations

- Only existing records that are searchable and User Interface API enabled can be updated by this action.
- This action only supports objects with layouts.
- The action only returns fields from the record’s page layout that can be updated or created. Read-only fields are filtered out even if requested by the user.
- Users must have permission to view and edit the record and fields they want to update. Users can update one record at a time.
- This action doesn’t support record creation. For example, users can’t ask the AI agent to log a call because that requires creating a record.
- This action only supports the editing of records by updating record fields and their corresponding values. Other types of record changes—such as cloning, merging, associating a related record, transferring account ownership, or submitting a quote—aren’t supported.
- This action can’t create a new field on an object’s layout. For example, if a user enters, “Update the service start date to 12/10/2024,” the request will fail if the Service Start Date field doesn’t already exist.
- If a user wants to edit a multi-select picklist, only one value is supported per update.
- In percent fields, there's no calculation of a percentage. The action assumes that the value the user entered is already a percentage value.
- Conversion calculations in currency fields aren’t supported. For example, if a field stores an amount in dollars and the user asks to update the amount to 500 euros, the value will be saved as 500 dollars.
- In numeric fields, only the shorthand notation for thousands (K), millions (M), and billions (B) is supported. For example, "2K" will be interpreted as “2000.” However, the values of numeric fields can’t be converted. For example, if a field is named Number of Years and the user tries to update the value to "36 months,” the value will be changed to "36 years" rather than "3 years."
- Updates from a related record aren't supported for many-to-many relationships. For example, users can’t make a request such as: “Remove the contact John Smith from the Acme opportunity.”
- Users can’t append a value to an existing value in a field. The value the user provides overwrites any existing value.
- When this action runs in Lightning Experience, it shows three standard buttons: Confirm, Edit Full Record, and Cancel. These buttons appear by default and can’t be configured.
    - Confirm applies the updates to the record.
    - Edit Full Record opens the standard record form in Lightning Experience, allowing users to manually edit field values before saving. In Agentforce Builder, the button appears in the preview conversation, but clicking it doesn’t open the form or update any values. Changes made in the builder aren’t saved.
    - Cancel discards the update request and leaves the record unchanged.

#### See Also

- [_User Interface API Developer Guide:_ All Supported Objects](https://developer.salesforce.com/docs/atlas.en-us.uiapi.meta/uiapi/ui_api_all_supported_objects.htm)
- [Agentforce Platform | Extract Fields and Values from User Input](https://help.salesforce.com/s/articleView?id=ai.copilot_actions_ref_extract_fields_values.htm&release=264.0.0&type=5 "Extracts fields and their corresponding values from a record based on the user's request. The output of this action is used as the input for the Update Record action. For example, when a user wants to edit a field on a record, the Extract Fields and Values from User Input action is triggered first to retrieve the field and its value, and then the Update Record action saves the updated extracted value to the record.")