Query Advanced Records 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 Records activity

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

Examples

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

Good to Know

To send an email notification, click Advanced > Email Notifications .
For more information, refer to Email Notifications screen (Process Activities).
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?
This section shows the configuration settings on the configuration screens for this activity. Other configuration settings apply to system activities. For more information, refer to:
Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use 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, or 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

Open Process Builder.
For information about how to open this screen, refer to Process Builder.
In Process Builder, in the Activity Library, open the Salesforce tab.
On the Salesforce tab, drag the Query Advanced Records activity onto your process.

General Configuration

Specifies the basic settings for the Query Advanced Records activity.

Fields

Field Name	Definition
Display Name	Description: Specifies the activity name that shows in your process. Allowed Values: One line of text (a string). Accepted: Letters Numbers Spaces Default Value: None Accepts 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.
Description	Description: Specifies an optional text description for your activity. Allowed Values: More than one line of text. Default Value: None Accepts Variables: No
Connection Timeout (Seconds)	Description: Specifies the number of seconds permitted to complete an action before the connection stops. Allowed Values: An integer. Represents A number of seconds Default Value: 600 Accepts Variables: No

Salesforce Query Advanced Records Configuration

Specifies your query to get Salesforce records.

Fields

Field Name	Definition
Salesforce	Description: Specifies the access token that connects to your Salesforce application. Allowed Values: A list of access tokens configured for your environment. Default Value: None Accepts Variables: No Example: Refer to: (Example) How to Get the Access Token Credentials from Salesforce
Create	Opens this Screen: Access Token for Salesforce Function of this Screen: Configure an access token to connect to Salesforce. Example: Refer to: (Example) How to Get the Access Token Credentials from Salesforce
Query	Description: Specifies the select statement that defines the SQL query the activity does to get records from Salesforce. Allowed Values: A valid SQL select query. Default Value: None Accepts 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	Description: 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. Allowed Values: A valid XML query response. Default Value: None. When you click Execute Query, a default query response shows. Accepts Variables: Yes
Schema Mapper	Description: Connects the query to your process schema. Allowed Values: Click the Schema Mapping button to open the Schema Mapper screen. Use this screen to connect the query to your process schema. Default Value: None Limitations: Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use 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, or 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?