Get Records from Salesforce Using a SQL Query

Use the SQL Query activity to create a simple SQL query, and get the records from an entity in Salesforce.

To use a SQL query to get information from Salesforce, do the procedure in this topic.

Figure: Salesforce Query Entity Configuration screen

Salesforce Query Entity Configuration screen

Examples

Prerequisites

Good to Know

How to Start

  1. On the App 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 tab.

        Salesforce tab
      2. On the Salesforce tab, drag the Query Records activity onto your process.

        Query Records activity
    • Change an activity:
      1. In your process, double-click your activity.
  3. On the Query Entity Configuration screen, click Query Records Query Records icon.

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 Create Add Token icon. 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 Schema Mapping icon 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.