Salesforce query record

Select a Salesforce connection.

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

Manual authorization for older workflows

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."

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

Specify the maximum number of results to query.

Specify the filter criteria for records to be queried.

• Return all records: Return all records from the entity.
• Return records only when the following is true:

  • Return the records when field: Specify the field, operator, and value.

    Notes:

    • 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 query a queue record, use the field name DeveloperName. For field value, use the <Queue name>; for field, use Type with a value <Queue>. For object name, use the Group for retrieving the queue record.
    • 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.
    • For Date data type, specify the value in YYYY-MM-DD format.
    • Geolocation is currently not supported for Field/Value filter.
    • The Date/Time data type is currently not supported for Field/Value filter.
  • Add filter rule: Add a filter rule.