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

# Create and update Salesforce records

> Ask Parker to create or update Salesforce records in plain words. Creating asks you to confirm first. Updating a record happens straight away in Live mode.

Tell Parker what to change in Salesforce in plain words. Parker makes the change as you, under your own Salesforce permissions.

## Before you begin

* Connect your own Salesforce account in **Settings** > **Connections**. See [Quickstart](/quickstart).
* Check your **Agent mode**. In **Test** mode, changes are only simulated. In **Live** mode, they're written to Salesforce. See [Choose Test or Live mode](#choose-test-or-live-mode).
* Parker can only change what your own Salesforce user can change.

<Warning>
  **Check before Parker changes Salesforce.**

  * **Creating** a record shows a card with **Confirm** and **Reject**. Nothing is written until you select **Confirm**.
  * **Updating** an existing record has no card. If you've told Parker exactly what to change, it makes the change straight away in **Live** mode.

  See [How Parker acts on your behalf](/get-started/how-parker-acts).
</Warning>

## What happens for each kind of change?

| Ask Parker to… | What happens |
| - | - |
| Create a record, such as a task | Parker shows the change with **Confirm** and **Reject**. Nothing is written until you select **Confirm**. |
| Update fields on an existing record, such as the next step | No card. In **Live** mode, Parker writes the change straight away and shows a receipt. |

To see which Salesforce objects Parker can write to, go to **Settings** > **Connections** > **Salesforce** and check the **Writes** row.

## Create a record

<Steps>
  <Step title="Ask for the record">
    Say what to create and give the details you know. For example, "Create a task on the Wollongong Coastal Eatery opportunity: Call to book site visit, due this Friday."
  </Step>

  <Step title="Check what Parker will do">
    Parker lists the details, and then a line describing the exact change, such as "Create Task in Salesforce", with the field values. Read it carefully.

    <Frame caption="A proposed task, waiting for Confirm or Reject.">
      <img src="https://mintcdn.com/fieldko/KGR1Ih_ky0W1HGS1/images/chat/updating-records-confirm-card.png?fit=max&auto=format&n=KGR1Ih_ky0W1HGS1&q=85&s=ba84ee95f38075f5da69e882ff24e0db" alt="Proposed Salesforce task with subject, related opportunity, due date, status and priority, followed by Confirm and Reject buttons." width="1790" height="600" data-path="images/chat/updating-records-confirm-card.png" />
    </Frame>
  </Step>

  <Step title="Confirm or reject">
    Select **Confirm** to create the record, or **Reject** to cancel. To change something first, select **Reject** and tell Parker what to fix.
  </Step>
</Steps>

### Check it worked

The buttons are replaced by a single line that describes the change. If you selected **Reject**, the line starts with **Cancelled**, and nothing is written.

<Frame caption="After you reject, the card shows Cancelled.">
  <img src="https://mintcdn.com/fieldko/KGR1Ih_ky0W1HGS1/images/chat/updating-records-cancelled.png?fit=max&auto=format&n=KGR1Ih_ky0W1HGS1&q=85&s=5336ad681afdab743533bf528334d4ee" alt="A line reading Cancelled followed by the Create Task in Salesforce description." width="1760" height="120" data-path="images/chat/updating-records-cancelled.png" />
</Frame>

## Update a record

Updates to an existing record don't show a **Confirm** card. In **Live** mode, Parker makes the change as soon as you ask.

<Warning>
  Name the record, the field, and the new value in your request. Parker doesn't ask again before it writes the update.
</Warning>

<Steps>
  <Step title="Ask for the change">
    Name the record and the change. For example, "Update the Next Step on the Wollongong Coastal Eatery opportunity to 'Book site visit'."
  </Step>

  <Step title="Check the receipt">
    Parker shows the record with the changed field highlighted. It tells you what the field held before the change.
  </Step>
</Steps>

### Check it worked

The record card ends with **Updated by you; confirmed in Salesforce.**

<Frame caption="The receipt after an update in Live mode.">
  <img src="https://mintcdn.com/fieldko/KGR1Ih_ky0W1HGS1/images/chat/updating-records-update-receipt.png?fit=max&auto=format&n=KGR1Ih_ky0W1HGS1&q=85&s=135ac6aff257c3ba293c88af10eb7370" alt="Opportunity card with Next Step set to Book site visit, highlighted, and the line Updated by you; confirmed in Salesforce." width="960" height="516" data-path="images/chat/updating-records-update-receipt.png" />
</Frame>

If the change was wrong, ask Parker to change the field back, or edit the record in Salesforce.

## Choose Test or Live mode

<Steps>
  <Step title="Open Salesforce settings">
    Go to **Settings** > **Connections**, and then select **Salesforce**.
  </Step>

  <Step title="Choose a mode">
    Under **How Parker works in Salesforce**, set **Agent mode** to **Test** or **Live**.
  </Step>
</Steps>

In **Live** mode, write tools commit changes to Salesforce, as you, under your own permissions. Every write is audited. An admin can turn on **Org-wide test mode**, which forces everyone to **Test** mode. See [How Parker acts on your behalf](/get-started/how-parker-acts).

## Example prompts

<Prompt description="Create a follow-up task">Create a task on the Northwind Supply opportunity: Call to book a site visit, due this Friday.</Prompt>

<Prompt description="Update a field">Update the Next Step on the Northwind Supply renewal to "Send revised quote".</Prompt>

## Troubleshooting

<AccordionGroup>
  <Accordion title="Parker changed a record I didn't mean to change">
    Field updates go straight through in **Live** mode. Ask Parker to set the field back to its old value, which it shows on the receipt, or fix it in Salesforce. Next time, name the record and field exactly.
  </Accordion>

  <Accordion title="Parker says my Salesforce user doesn't have access">
    Parker makes changes as you, so Salesforce applies your own permissions. Ask your Salesforce admin for access to that object, field, or record.
  </Accordion>

  <Accordion title="The change isn't in Salesforce">
    Check **Agent mode** in **Settings** > **Connections** > **Salesforce**. In **Test** mode, changes are only simulated.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup cols={2}>
  <Card title="How Parker acts on your behalf" href="/get-started/how-parker-acts" icon="shield-check">
    What Parker confirms with you, and what it doesn't.
  </Card>

  <Card title="Ask about Salesforce data" href="/chat/salesforce-questions" icon="search">
    Find records before you change them.
  </Card>

  <Card title="Connect Salesforce" href="/admin/connect-salesforce" icon="cloud">
    How admins set up Salesforce.
  </Card>

  <Card title="Troubleshooting" href="/reference/troubleshooting" icon="life-buoy">
    Fixes for common problems.
  </Card>
</CardGroup>


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