Use an Advanced Query to Get Records from Salesforce

Salesforce Query Advanced Entity Configuration Screen

Prerequisites

• Create an access token for your Salesforce application.

Good to Know

• In most text fields, you can use process data variables as an alternative to literal data values.

How to Start

1. On the Organizer, do one of these:
   • Open a process.
   • Create a process.
2. Do one of these:
   • Add an activity:
     1. In the Process Builder, in the Activity Library, open the Salesforce tab.
     2. On the Salesforce tab, drag the Query Advanced Entity activity onto your process.
   • Change an activity:
     1. In your process, double-click your activity.
3. On the SaleForce Query Entity Configuration screen, click Advanced Query Entity .

Procedure

1. On the SaleForce Query Entity Configuration screen, in the Salesforce field, select your Salesforce access token.

   To create a new access token, click Add Token . For more information, refer to New Salesforce Access Token.

2. Complete this field as necessary.

   Field Name	Definition
   Query	Function: Specifies the select statement that defines the SQL query the activity does to get records from Salesforce. Accepted Values: A valid SQL select query. Default Value: None Accepts Process Data Variables: Yes Example: SELECT Id, Name FROM Account WHERE Id IN ( SELECT AccountId FROM Contact WHERE LastName LIKE 'apple%' ) AND Id IN ( SELECT AccountId FROM Opportunity WHERE isClosed=false)

3. Click Execute Query to display the response of the query in Result Query box.
4. On the Schema Mapper field, click the Ellipses button.
5. On the Schema Mapper screen, map the response columns to the schema elements.

RelatedTopics

• Configure General Options for a CRM Activity
• Query Advanced Entity activity
• Process Data Variables