Salesforce Lookup
Description
Performs a lookup in Salesforce by executing a SOQL query.
The Salesforce Lookup function configuration requires the user to specify a Salesforce connection in Hero Platform_, add arguments, output fields, and type an SOQL query.
Perform a lookup of data from Salesforce using SOQL queries in a way similar to doing an SQL lookup against a database. This is used as a way of enhancing the data of a record with other field values.
This function supports nested fields.
Use
- Input fields:
- Optional: Select a field. (Any)
- Optional: Select additional fields. (Any)
- Connection:
- Select a Salesforce connection in Hero Platform_.
- Escape Strings
- Mark if the argument strings should be escaped.
- Examples:
- replace a single backslash with \\
- replace a line break with \n
- replace a quotation mark with \”
- Examples:
- Mark if the argument strings should be escaped.
- Command:
- Enter an SOQL query string.
Variables can be used in this field if the variable is present in the argument.
Variable syntax:
${<field name>}
- Enter an SOQL query string.
- Field mapping table:
- Click the refresh button to map the results of the query to fields.
- If an input field was selected, a sample value should be provided for the input field.
- Review and select/move output fields and assign data types.
- Click the refresh button to map the results of the query to fields.
Example
Example 1:
Retrieve a Salesforce ID based on the record value so that the ID can be used later in the Output.
Example 2
Look up a contact email address based on the name for sending an email.
Example of SOQL:
select LastName, Name, MailingStreet, MailingCity, MailingState, MailingCountry, MailingPostalCode
from Contact
where email = ${EmailAddress_From}