Salesforce retrieve record

Nintex external platform is required for this feature. For details, see Enable Nintex external platform features.

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

Action settings

Following are the fields and options visible in the configuration settings dialog box for this action.

Field Description

Connection

Select a Salesforce connection.

For more information about connections, see Manage connections to external providers.

Older workflows created with manual authorization, such as those retained during upgrades, continue to require manual authorization. For these workflows, the following fields are available.

  • 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

  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.

Output

Store output for this action using the following selections.

  • 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 variable to store the fields of a record.
  • Values: Specify a collection 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.

Depending on action requirements, you may be able to add and remove output variables.

To add an output variable

  1. Select an option from the Select more drop-down list.
  2. Click Add to display a drop-down list for the selected option.
  3. Select a previously defined workflow variable from the drop-down list.

To remove an output variable

  • Click Delete ().

    Note: Some output variables cannot be deleted. For example, the output variable URL for the action Bing news search cannot be deleted.