Update Account

Update a property on a Salesforce account using AI-generated content based on a meeting. Use this to keep account fields current without manual data entry after a call.

What It Does

Takes a meeting and an account, and updates the property you specify with a value generated from that meeting's context, following any additional instructions you provide.

When To Use It

Use this after a meeting to sync an account-level field, such as an account summary or a strategic note, directly from what was discussed. If the update belongs to a contact or opportunity instead, use Update Contact or Update Opportunity.

Configuration

Configure the node with these settings:

Field	What it controls
Meeting	The meeting to use as context for the update. Required.
Account	The account to update. Required.
Account Property to Update	The name of the Salesforce property to change. Required.
Description	Additional instructions for how this property should be updated. Optional.
Update Method	`Append` adds to the existing value; `Replace` overwrites it. Only applies to text or multi-select properties. Defaults to `Append`.
Require Confirmation	Whether to pause for approval before updating the property. Defaults to off.

Outputs

The node passes these values downstream. Check the Outputs tab on the configured node to confirm exact paths.

This node does not emit output variables.

Example Workflow

After a strategic account review, a workflow uses this node to update the account's Description field with a summary of the discussion, appending to whatever was already there.

Update Contact
Update Opportunity
Add Note to Accounts

Need More Help?

Reach the AskElephant support team by:

clicking the Support tab on the right side of your screen,
emailing [email protected],
or using @askelephant support in your dedicated Slack channel.