Salesforce - Query record

The Salesforce - Query record action A tool for building the processes, logic, and direction within workflows. queries and retrieves records of the specified object in Salesforce, limiting results using conditional statements and sorting results as configured.

Before you start 

Configure the Salesforce - Query record action

In the Designer page: 

  1. Click the Salesforce action group in the action toolbox.

    or

    Find actions by browsing action groups or by typing an action name or function in the Search field at the top of the action toolbox.

  2. Drag the Salesforce - Query record action to the point in the workflow when you want to query records.
  3. Click the Salesforce - Query record action.
  4. Select a Connection.

  5. Select an Object name.

  6. Enter the Maximum number of records to return.

  7. Select Fields to include in the query value.

For more information on the fields and buttons, see Salesforce - Query records action fields, buttons, and settings.