> ## Documentation Index
> Fetch the complete documentation index at: https://clearskies.cc/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Write to Salesforce from a workflow

> Create and update Salesforce records as workflow steps — so a workflow doesn't just read your CRM and notify you, it keeps the record current.

A workflow can write back to Salesforce, not just read it. Two action steps do this:

* **Create Salesforce record** — makes a new record of any object type, setting the fields you specify.
* **Update Salesforce record** — sets a field on an existing record.

Combined with a Salesforce trigger, this closes the loop: react to what changed, then update the record — without leaving the workflow, and without a rep re-keying it by hand.

## How to use it

**Create a record**

1. Add a **Create Salesforce record** step.
2. Choose the **object** (for example, Task or Opportunity).
3. Set the **fields** you want on the new record. Values can be typed in or pulled from earlier steps.

**Update a record**

1. Add an **Update Salesforce record** step.
2. Point it at the **record** to update — usually a reference from an earlier step, like the account on the meeting or a record you looked up.
3. Choose the **field** and the **value** to write.

## Good to know

* Each step acts on **one record per run**. To create or update many, place the step inside a [loop](/docs/workflows/loops) over a set of records.
* You can require [human review](/docs/workflows/human-review) on a write, so a person approves before it commits.
* A **test run never writes to Salesforce** — it reports the value it would have set, so you can check a workflow safely before publishing.
* Writing to Salesforce requires a connected Salesforce integration for your workspace.

## In practice

When an Opportunity flips to Closed Won, create the onboarding record for CS and stamp the handoff fields — automatically, the moment the stage changes.

## Related

* [Triggers](/docs/workflows/triggers) — start the workflow on the Salesforce event you want to react to
* [Find & filter records](/docs/workflows/find-and-filter-records) — pull the records a workflow should act on
* [Write to HubSpot](/docs/workflows/actions/write-to-hubspot) — the same idea for a HubSpot CRM

Questions? We're here to help at [support@clearskies.cc](mailto:support@clearskies.cc)