Salesforce - Retrieve a record

The Salesforce - Retrieve a record action A tool for building the processes, logic, and direction within workflows. Actions are the steps the workflow performs to complete a process. retrieves the specified attributes from the specified record in Salesforce.

For more information about Salesforce, go to Salesforce.

Configure the Salesforce - Retrieve a record action

1. Add the action to the workflow and open the action configuration panel. For more information, see Add an action to the workflow.

2. Select a Connection. If you do not have a connection, see Add a connection.

3. Select an Object name.

4. Type the Record ID.

5. Store attribute values from the retrieved record:

   1. Click Add field to view fields for the selected object.
   2. Select each field you want and then click Add.

   3. For each added field, select a variable to store the value.

For more information on all the required and optional configuration fields, go to Salesforce - Retrieve a record action fields, buttons, and settings.

Salesforce - Retrieve a record action fields, buttons, and settings

Field	Description	Variable types
Connection Credentials and other settings that enables workflows to communicate with external systems, services, or applications. It's required to pass data between the workflow and the indicated service, which could be a cloud service, business application, or content store.	The Salesforce connection to use for retrieving record attributes.	(n/a)
Object name	The object type of the record you want to retrieve. Accepts a selection from the drop-down list. Options in the drop-down list are derived from the selected Salesforce connection.	(n/a)
Record ID	The ID of the record you want to delete. Accepts any combination of typed text and inserted variables.	Boolean, Collection, DateTime, Decimal, Integer, Text
Add fields / Add field	Displays selections for browsing, selecting, and adding fields (attributes) that you want to store from the retrieved record. Add fields selections Selection Description Filter options () Filters the list of fields using your entered text. / Selects or de-selects a field for adding. Select all Selects all fields. Clear selections De-selects all fields. Cancel Discards field selections and hides the fields available for selection. Add Adds the selected fields.	(n/a)
(added fields)	Stores the value of the indicated attribute (field). Accepts an inserted variable. To remove a field, click (Delete).	(varies)