Single Select Lookup > Salesforce > Salesforce (SOQL)
This topic shows how to create a lookup with Salesforce as a data source that uses a SOQL query for the Single Select Lookup form control.
Background and Setup
Examples
Prerequisites
- AgilePoint NX OnDemand (public cloud), or AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v7.0 Software Update 2 or higher.
Good to Know
- There is more than one path to configure a lookup. Make sure you use the document that shows the path for your lookup.
How to Start
- On the Single Select Lookup form control configuration screen, on the Configure tab,
click Add Lookup.
For information about how to open this screen, refer to Single Select Lookup form control.
- On the Select Data Source Type screen,
select
Salesforce.
- Click Next.
Salesforce Type
Specifies the type of Salesforce lookup.
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Good to Know
- There is more than one path to configure a lookup. Make sure you use the document that shows the path for your lookup.
Fields
Field Name | Definition |
---|---|
Salesforce Type |
|
Lookup Details
Specifies the basic configuration for a lookup.
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Fields
Field Name | Definition |
---|---|
Access Token |
|
Add New |
|
Lookup Name |
|
Lookup Type |
|
Configure Lookup > Quick Config tab
Configures a lookup with 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 |
|
Configure Lookup > Advanced tab
Configures a WHERE clause for your query.
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Field Name | Definition |
---|---|
Query |
|
Validate Query |
|
Configure Lookup > 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 Retrieved |
|
Lookup Failed |
|