Get Records from Salesforce Using a SQL Query

Salesforce Query 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 Entity (Salesforce) activity onto your process.
   • Change an activity:
     1. In your process, double-click your activity.
3. On the Query Entity Configuration screen, click Query Entity (Salesforce) .

Procedure

1. On the Salesforce 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. In the Entity Name list, select your entity.
3. On the Columns tab, complete these fields:

   Field Name	Definition
   Configured Column Fields	Use the right arrow button to move the selected fields from the Entity Column Fields list to the Configured Column Fields list. To select more than one field, press and hold the Ctrl key when you click the field names.

4. On the Where tab, assemble your query with the Column, Comparer, and Value field.

   Example:

   Field Name	Value
   Column	Id
   Comparer	=
   Value	123

   Select Id, Name, ShippingCity from Account where Id='123'

5. On the Output Mapping tab, select Map Response to AgilePoint Schema.
6. Click the Ellipses button.
7. On the Schema Mapper screen, map the response columns to the schema elements.
8. To examine your query, on the Test tab, click Execute Query. Fix any errors that occur.

RelatedTopics

• Configure General Options for a CRM Activity
• Query Entity (Salesforce) activity
• Process Data Variables