Auto-Lookup > Salesforce > Salesforce Translation Workbench > Name/Value

This topic shows how to create a lookup with Salesforce as thedata source and uses a Salesforce Translation Workbench based on a name/value pair for the Auto-Lookup form control.

Background and Setup

Video: Show Data from a Database on an eForm

Video: Show Data from a REST Service on an eForm

Video: Show Data from a Web Service on an eForm

Video: Show Data from Salesforce on an eForm

Video: Show Data from SharePoint on an eForm

Examples

Good to Know

How to Start

  1. On the Auto-Lookup form control configuration screen, on the Configure tab, click Add Lookup.

    For information about how to open this screen, refer to Auto-Lookup form control.


    Click Add Lookup
  2. On the Select Data Source Type screen, select Salesforce.

    Select Salesforce
  3. Click Next.

Salesforce Type

Specifies the type of Salesforce lookup.

Figure: Salesforce Type screen

Salesforce Type screen

Good to Know

Fields

Field Name Definition

Salesforce Type

Function:
Specifies the type of lookup to create.
Accepted Values:
  • Salesforce Lookup - Creates a Salesforce lookup with a SOQL query.
  • Salesforce Translation Workbench Lookup - Creates a lookup that uses Translation Workbench to specify languages you want to translate.
Default Value:
Salesforce Lookup

Lookup Details

Specifies the basic configuration for a lookup.

Figure: Lookup Details screen

Lookup Details screen

Good to Know

Fields

Field Name Definition

Access Token

Function:
Specifies the access token that connects to your data source.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None
Accepts Process Data Variables:
No
Example:
This is a common configuration field that is used in many examples. Refer to:
  • Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

Add New Add New icon

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

Lookup Name

Function:
Specifies the name you want to give to your lookup procedure.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
No
Example:
Refer to:

Lookup Type

Function:
Specifies the type of lookup procedure to do.
Accepted Values:
  • Name/Value - The lookup gets data for specified name/value pairs.
  • Multiple Columns - The lookup gets data for more than one column.
Default Value:
Name/Value
Example:
Refer to:

Configure Lookup > Lookup Configuration tab

Configures a lookup with Salesforce Translation Workbench to specify a translation.

Figure: Lookup Configuration tab

Lookup Configuration tab

Fields

Field Name Definition

Object

Function:
Specifies the name for your entity.
Accepted Values:
The name of your entity.
Default Value:
None

Picklist

Function:
Specifies a picklist from the list.
Accepted Values:
A picklist from the list.
Default Value:
None

Name

Function:
Specifies the name of a picklist.
Accepted Values:
A picklist name from the list.
Default Value:
None

Value

Function:
Specifies the value for the picklist that shows in the list.
Accepted Values:
A value from the list.
Default Value:
None

Controlling Field

Function:
Specifies a value from a controlling field in Salesforce to show the values in a picklist based on the value specified in this field.

A controlling field controls the available values in dependent fields.

Accepted Values:
A value from the controlling field in Salesforce.
Default Value:
None
Accepts Process Data Variables:
Yes

Configure Lookup > Error Messages tab

Configures the message to show if the lookup does not return any data.

Figure: Configure Lookup > Error Messages tab

Error Messages tab

Fields

Field Name Definition

No Items Retrieved

Function:
Specifies the error message to show if the lookup does not return any data.
Accepted Values:
One line of text that can have spaces.
Default Value:
None

Lookup Failed

Function:
Specifies the message to show if the data fails to load.
Accepted Values:
More than one line of text.
Default Value:
Failed to load data.