Salesforce Lookup


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.


  • 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 \” 
  • 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>}

  • 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.


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}