Course Content
Flows – Intermediate
0/5
Configuring an Update Action – AI Agent
00:00
Configuring a Delete Action – AI Agent
00:00
Using Variables – AI Agent
00:00
Conditions – Simple Conditions – AI Agent
00:00
Course Exercise: Creating a Monday account based on Conditional Logic – AI Agent
00:00
Flows – Intermediate

Lesson Guide: Configuring an Update Action Node

Now that you know how to read and create database records, let’s explore how to modify information that already exists inside your systems. This guide walks you through setting up an “Update” action to automatically refresh details like names, phone numbers, or account statuses on existing entries.

Step 1: Clear Your Workspace

  • Open your flow builder canvas (e.g., Test Academy Video 3).

  • Select any old node you wish to swap out (such as your previous Create Contact block).

  • From its floating inline hover menu, click the Trash bin icon and confirm by clicking Delete.

Step 2: Select Your Software Integration

  • Hover your mouse over your manual trigger node and click the small Plus icon (+) on its right edge to pull open the Node Library.

  • Switch to the Action tab and click on Salesforce to open its settings drawer.

Step 3: Define Connection and Source Parameters

  • Under Step 1: Connection, choose your pre-verified credentials link from the dropdown (e.g., Salesforce Dev 3).

  • Under Step 2: Select a Source, select Object from the dropdown menu to reference standard system data structures.

Step 4: Choose the Update Action Type

  • Move to Step 3: Select an Action.

  • Open the dropdown list and select Update. This tells your automation workflow to modify active fields on an existing file rather than generating a brand-new duplicate entry.

Step 5: Pinpoint the Target Object

  • Under Step 4: Select an Object, click into the search box or scroll down the menu.

  • Select the Contact object to link this node directly to your central directory directory.

  • Click the blue Insert Node button at the bottom right corner.

Step 6: Identify the Required Record ID Variable

  • Your new node, labeled 2. Update Contact, is now active on your canvas.

  • Look over at the right-hand side of your screen where the Properties panel has automatically expanded.

  • Open up the Mapping section dropdown. Notice the mandatory validation parameter field: Record ID. Because you are modifying an existing file, Salesforce explicitly requires this unique identifier token to map out exactly which specific contact file needs to be updated.

💡 Congratulations! You have now mastered the fundamentals of building Read, Create, and Update action nodes inside Noca AI. Join us in our next module, where we will dive deep into Variable Data Mapping to officially bring your automated logic flows to life!

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