Salesforce retrieve record

Retrieves a record of a standard object or custom object from Salesforce.

Note: This is an external action and may execute on servers running outside your data center Centralized locations used to house servers used by Nintex for remote storage, processing, or distribution of data. Nintex has a number of regional data centers available for Nintex for Office 365. For information about Nintex data centers and where your data center is located, contact your Nintex account or territory manager. region. Before implementing, consider performance and regional concerns where digital boundaries are an issue. For more information, see In-tenant and external actions.

Action settings

Do one of the following to open the Action configuration window:

  • Double-click the action.
  • Click on the action and then click Configure.

See Action configuration window for more information.

Field Description
Environment

Specify the Salesforce environment. Select one of the following items.

  • Production
  • Sandbox
Username

Specify the Salesforce username.
Password

Specify the Salesforce password.
Security token

Specify the Salesforce security token.

Note: For more information on security tokens, refer to the following topic in Salesforce online help: "Resetting Your Security Token."

Query

Specify the API name of the object for the record retrieval.
where

Specify the field name of the object for the record retrieval.

  • When specifying the field name, use the API name for custom fields.
  • For lookup data type, always use Id at the end of the field name. For example, for Owner, use OwnerId.

  • Address is a compound field; that is, a complete address consists of multiple fields. To use it for field/value filter user need to input any one. Following are the fields that make up the complete address:

    • Street (Field name: Street. Other examples:  BillingStreet for a "Billing Street" field; ShippingStreet for a "Shipping Street" field.)
    • City (Field name: City. Other examples: BillingCity for a "Billing City" field.)
    • State/Province (Field name: State. Other examples: BillingState for a "Billing State/Province" field.) 
    • Zip/Postal Code (Field name: PostalCode. Other examples: BillingPostalCode for a "Billing Zip/Postal Code" field.)
    • Country (Field name: Country. Other examples: BillingCountry for a "Billing Country" field.)
  • To retrieve a queue record, use the field name DeveloperName. For field value, use the <Queue name>. For object name, use the Group for retrieving the queue record.
  • Geolocation is currently not supported for Field/Value filter.
  • The Date/Time data type is currently not supported for Field/Value filter.
equals

Specify the field value for the above field name. Use the API-accepted format for the field. For example, to create a date, specify the value in UTC format. Example: 2014-12-31

Notes:

  1. For Picklist (Multi-Select), specify values using the format A;B, where A is the first value and B is the second value. Ensure that no spaces appear after the semicolon.
  2. To obtain a valid value, go to Edit mode and then copy the value.
Record ID

Specify a text variable to store the value of the ID of the record.
Record URL

Specify a text variable to store the value of the URL of the record.
Fields

Specify a collection or dictionary variable to store the fields of a record.
Values

Specify a collection or dictionary variable to store the value of the retrieved fields.
Result in XML

Specify a workflow variable to store the values of the result in XML format.
For more information about how to use Lookups in configuration fields, see Lookups in action configuration fields.