Update Opportunity

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

What It Does

Takes a meeting and an opportunity ID, 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 call to sync an opportunity-level field, such as next steps or a deal summary, directly from what was discussed. If the update belongs to the account or a contact instead, use Update Account or Update Contact.

Configuration

Configure the node with these settings:

Field	What it controls
Meeting	The meeting to use as context for the update. Required.
Opportunity ID	The ID of the opportunity to update. Required.
Opportunity 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 sales call, a workflow finds the relevant opportunity with Search Opportunity by Stage, then uses this node to append a summary of next steps to the opportunity's Next Steps field.

Update Account
Update Contact
Search Opportunity by Stage

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.