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

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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 NameDefinition

Salesforce Type
Description:
Specifies the type of lookup to create.
Allowed 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 NameDefinition

Access Token
Description:
Specifies the access token that connects to your data source.
Allowed Values:
A list of access tokens configured for your environment.
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.

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
Description:
Specifies the name you want to give to your lookup procedure.
Allowed Values:
One line of text (a string).

Accepted:

  • Letters
  • Numbers
  • Spaces
Default Value:
None
Accepts Variables:
No
Example:
Refer to:

Lookup Type
Description:
Specifies the type of lookup procedure to do.
Allowed 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 NameDefinition

Object
Description:
Specifies the name for your entity.
Allowed Values:
The name of your entity.
Default Value:
None

Picklist
Description:
Specifies a picklist from the list.
Allowed Values:
A picklist from the list.
Default Value:
None

Name
Description:
Specifies the name of a picklist.
Allowed Values:
A picklist name from the list.
Default Value:
None

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

Controlling Field
Description:
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.

Allowed Values:
A value from the controlling field in Salesforce.
Default Value:
None
Accepts 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 NameDefinition

No Items Retrieved
Description:
Specifies the error message to show if the lookup does not return any data.
Allowed Values:
One line of text (a string).

Accepted:

  • Letters
  • Numbers
  • Spaces
Default Value:
None

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