Configure Lookup for Salesforce > Salesforce Lookup Name/Value
Configures a lookup with name/value pairs from Salesforce.
Prerequisites
- AgilePoint NX OnDemand (public cloud), or AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v7.0 Software Update 2 or higher.
Good to Know
- 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
- On the Application Explorer screen, do one of these:
- Do one of these:
- Add a Single Select Lookup
control:
- On the eForm Builder screen, in the Toolbox, open the Advanced Controls
tab.
- On the Advanced Controls
tab, drag a Single Select Lookup
form control onto your eForm.
- On the eForm Builder screen, in the Toolbox, open the Advanced Controls
- Change a Single Select Lookup
control:
- On your eForm, click the control, and click Edit
.
- On your eForm, click the control, and click Edit
- Add a Single Select Lookup
- On the Single Select Lookup screen, in the Configure tab,
click Add Lookup
.
- On the Select Data Source Type screen,
select
Salesforce
.
- Click Next.
- On the Salesforce Type screen, select Salesforce Lookup, and click Next.
- On the Lookup Details screen, select Name/Value, and click Next.
Quick Config tab
Configures a lookup using the existing data format from your data source.
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Fields
Field Name | Definition |
---|---|
Entity |
|
Name |
|
Value |
|
Expand |
|
Collapse |
|
Column Name |
|
Operator |
|
Select Nest Type |
|
Delete Filter |
|
Filter Condition - Sort By |
|
Filter Condition - Sort Order |
|
Manual tab
Configures the WHERE clause for your query.
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Field Name | Definition |
---|---|
Query |
|
Validate Query |
|
Error Messages tab
Configures the message to show if the lookup does not return any data.
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Fields
Field Name | Definition |
---|---|
No Items Available |
|
Failure Messages |
|