Get Records from Salesforce Using a SQL Query

Examples

• (Example) How to Get the Access Token Credentials from Salesforce

Prerequisites

• Access Tokens for your Salesforce application.

Good to Know

• In most text fields, you can use process data variables as an alternative to literal data values.
• You can configure whether this activity waits for other activities before it runs.

  For more information, refer to How Do I Configure an Activity to Wait for Other Incoming Activities?

• Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation, and it is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business uses cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, and other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

How to Start

1. On the Application Explorer screen, 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 Access Token for Salesforce.

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 Schema Mapping 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.