--- schema_version: "1" id: c8336474bf1298527f8005bd445cdbaf2b589a4076a2cd6f8dfb0562399c5941 title: Update Records from a Process collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/process_action_update.md canonical_url: https://help.salesforce.com/s/articleView?id=platform.process_action_update.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 7042bd1a52249c056d195236a7684c0d21a8f11984decaf134ab7c5e1150a5d7 description: Update one or more records that are related to the record that started the process by manually entering values or by using the values from related records. products: - Flow Builder - Salesforce Platform release: "264" --- # Update Records from a Process Update one or more records that are related to the record that started the process by manually entering values or by using the values from related records. ### Required Editions
Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
Available in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To create, edit, or view processes:

Manage Flow

AND

View All Data
![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/images/icon_important.png) Important Support and updates for Process Builder have ended as of December 31, 2025. This means that support won't be provided for any process and bugs in the Process Builder product won't be fixed. See [Workflow Rules & Process Builder End of Support](https://help.salesforce.com/s/articleView?id=001096524&type=1&language=en_US). After December 31, 2025, existing processes continue to run, and you can activate, deactivate, and edit them; however, we recommend using Flow Builder. To migrate existing processes, plan your [switch to Flow Builder](https://help.salesforce.com/s/articleView?id=platform.flow_migrate_to_flow_learning_map.htm&release=264.0.0&type=5 "Flow Builder combines the capabilities of workflow rules and Process Builder in a single point-and-click tool, making it easier to create a triggered process. If you created triggered processes with workflow rules or Process Builder, use the Migrate to Flow tool to move them to Flow Builder. Start by migrating and testing in a sandbox environment before moving your new flows to production.") and use the [Migrate to Flow](https://help.salesforce.com/s/articleView?id=platform.flow_migrate_to_flow.htm&release=264.0.0&type=5 "Use the Migrate to Flow tool to convert your Process Builder processes and workflow rules into Flow Builder, including scheduled actions. The tool also supports partial migration of processes for most actions.") tool. For new automations, create flows in [Flow Builder](https://help.salesforce.com/s/articleView?id=platform.flow.htm&release=264.0.0&type=5 "Automation reduces repetitive work and helps your team complete tasks faster and more accurately. With Flow Builder, you can build simple or complex automations, forms, and guided experiences with no code. You can add forms to Salesforce pages and Experience sites, and launch flows using buttons, record triggers, or schedules."). After you’ve created an action and selected “Update Records” for the action type, fill in the relevant fields to add the action to your process. The records’ Last Modified By field is set to the user who started the process by creating or editing a record. 1. Enter a name for this action. This text appears on the canvas and helps you differentiate this action from others in your process. The name truncates to fit on the canvas. 2. For Record Type, select the record or records that you must update, and then click **Choose**. You can update only the record that started the process or records that are related to it. For example, you can reference \[Case\].ContactId, but not \[Case\].Contact.AccountId. - To update the record that started the process, click the appropriate radio button. For example, if your process is based on a case record, click next to **Select the Case record that started your process**. ![Selecting the Record that Started the Process](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/platform_automation/images/process_builder/pb_update_records_this_record.png) - To update a record that’s related to the record that started the process, click the appropriate radio button and select one of the field names in the dropdown list. If you select a field that ends in “ID,” you’re selecting a single record. This field name corresponds to a lookup field on the original record. For details on lookup fields, see [Custom Field Types](https://help.salesforce.com/s/articleView?id=platform.custom_field_types.htm&language=en_US). For example, if a case record started the process and you select Account Id, this action updates the account that’s associated with the case. ![Selecting a Record that's Related to the Record that Started the Process](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/platform_automation/images/process_builder/pb_update_records_lookup.png) If you select a plural item that doesn’t end in “ID,” you’re updating all the records of that object type that are related to the record that started the process. This plural item corresponds to child records of the original record, which can appear in a related list on the original record. For example, if you select CaseComments, this action updates all the case comments that are related to the case. ![Selecting a Related Field](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/platform_automation/images/process_builder/pb_update_records_related_list.png) - To update fields on a related record, click a field with ![Related record icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/platform_automation/images/process_builder/traverse.png) next to it (ending in “ID”) to access that record’s fields. For example, let’s say that, for a process that evaluates a case record (1), you want to update all contacts that are related to the case’s parent account. Click **Account ID**![Related record icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/platform_automation/images/process_builder/traverse.png) (2), then **Contacts** (3), and then **Choose**. ![Selecting a Field on a Related Record](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/platform_automation/images/process_builder/pb_update_records_two_objects.png) 3. Optionally, specify conditions to filter the records you’re updating. For example, if your process updates the status of a parent case, specify conditions so that you don’t update the parent case if its status is set to On Hold. When you define conditions for updating records, you can’t: - Reference a Long Text Area field - Reference a Rich Text field - Reference a child record’s related fields. For example, you can reference \[Case\].ContactId, but not \[Case\].Contact.AccountId. When you define multiple filters, the filter logic usually defaults to `AND`. However, if multiple filters have the same field selected and use the equals operator, the filters are combined with `OR`. For example, your filters check whether a case’s Type equals Problem (1), Type equals Feature Request (2), and Escalated equals `true` (3). At run time, the filters are combined to `(1 OR 2) AND 3`. If you’re updating the record that started the process, Process Builder adds an implicit filter for you in the background: `[Object].Id equals myCurrentVariable.Id`. If you add filter criteria that set the record’s ID to a value using the equals operator, at runtime the `[Object].Id equals` filters are combined using `OR` filter logic. For example, you update the case that started the process and add this filter: `[Case].Id equals 500D00000044XgV`. At runtime, your filter is combined with the implicit filter (`[Case].Id equals myCurrentVariable.Id`) with `OR`. 1. Select **Updated records meet all conditions**. 2. Set the conditions that you want to use to filter the updated records.
FieldSelect the field whose value you want to evaluate.
OperatorThe available operators depend on the field’s data type.
TypeThe available value types depend on the field’ data type. See Process Builder Value Types for details.
ValueIdentify the value that you want to evaluate the field for.
For example, if your process updates account records, you can choose to update only accounts with an annual revenue (1) greater than (2) $1,000,000 (3). ![Conditions for Updating a Record](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/platform_automation/images/process_builder/pb_record_update_conditions.png) 4. Specify the new field values.
Field

Select the field whose value you want to set. To filter the dropdown list, type the name of the field.

You can assign values to fields only on the record or records that you identified in the Object field. Use a separate Update Records action to update fields on related records.
Type Select the type of value that you want to use. The available types depend on the field that you’ve selected.
Value Set a value for the field. For example, if you select a Formula value type, click Build a formula... to create a formula value for the field.
5. Save the action.