Query Advanced Entity activity

An activity that gets Salesforce records with a custom SQL query. Use this activity if you want to use a advanced SQL statement against Salesforce.



Configure the Query Advanced Entity activity

To configure the Query Advanced Entity activity, do the procedure in this topic.

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?

  • Documentation for Integrations with Third-Party, External, or Open Source Technologies

    The highest priority for AgilePoint NX Product Documentation is accuracy. Whenever feasible, AgilePoint provides input details, business rules, or example values for third-party integrations. These can include any technology that is not native to AgilePoint NX, such as Salesforce, Active Directory, or REST. However this information is subject to change without notice to AgilePoint. Because we can not guarantee the accuracy of this information, the details provided for third-party product input values, as well as examples for third-party product integrations, are limited in the AgilePoint documentation. It is the responsibility of third-party vendors to provide documentation related to these aspects of their software and services.

    For examples of use case implementations or configuration field input values for third-party products, AgilePoint recommends these resources:

    • AgilePoint Community Forums - An AgilePoint-moderated, crowd-sourcing user forum where you can ask questions about specific techniques, the solutions to use cases, workarounds, or other topics that may not be covered in the Product Documentation.
    • Professional Services - If you can not find the information you need for your specific business problem, mentoring is available through AgilePoint Professional Services.
    • Personalized Training - AgilePoint can provide personalized training for your organization. To request personalized training, contact AgilePoint Sales.
    • Third-Party Vendor Documentation - Whenever feasible, AgilePoint provides links to third-party vendor documentation.

      This does not include technology standards or protocols, such as JavaScript, REST, or FTP. Resources for these technical standards are publicly available on the Internet.

How to Start

  1. On the Application Explorer screen, do one of these:
  2. Do one of these:
    • Add an activity:
      1. In the Process Builder, in the Activity Library, open the Salesforce Salesforce icon tab.
      2. On the Salesforce Salesforce icon tab, drag the Query Advanced Entity Query Advanced Entity icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.

Procedure

  1. Complete the fields on the General Configuration screen.

    For more information, refer to Configure General Options for a CRM Activity.

  2. Click Advanced Query Entity Advanced Query Entity icon.
  3. Complete the fields on the Salesforce Query Entity Configuration screen.

    For more information, refer to Use an Advanced Query to Get Records from Salesforce.

  4. (Optional) Click Advanced Advanced icon > E-mail Notifications E-mail Notifications icon.

    For more information, refer to Configure E-mail Notifications for Any Activity.

General Configuration

Specifies the basic information for a CRM activity.

Screen



Fields

Field Name Definition

Display Name

Function:
Specifies the activity name that shows in your process.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
No
Example:
Refer to:

Description

Function:
Specifies an optional text description for your activity.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
No

Connection Timeout (Seconds)

Function:
Specifies the number of seconds permitted to complete an action before the connection stops.
Accepted Values:
An integer that represents a number of seconds.
Default Value:
600
Accepts Process Data Variables:
No

Salesforce Query Advanced Entity Configuration

Specifies your query to get Salesforce records.



Fields

Field Name Definition

Salesforce

Function:
Specifies the access token that connects to your Salesforce application.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None
Accepts Process Data Variables:
No

Add Token Add Token icon

Opens this Screen:
Access Token for Salesforce
Function of this Screen:
Configure an access token to connect to Salesforce.

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)

Execute Query

Function:
Makes sure the query is correct, and shows the necessary error message if an error occurs.

If the query completes, the result shows in the Result Query box.

Query Result

Function:
When you click Execute Query, this field shows the response from your query in XML format.

You can change the XML to customize your response.

Accepted Values:
A valid XML query response.
Default Value:
None.

When you click Execute Query, a default query response shows.

Accepts Process Data Variables:
Yes

Schema Mapper

Function:
Connects the query to your schema.
Accepted Values:
Click the Schema Mapping Schema Mapping icon button to open the Schema Mapper.

Use this screen to connect the query to your process schema.

Default Value:
None