Get Records

Description

Salesforce (REST): Get Records step fetches all Salesforce record matching the criteria query.

References:

• API – Get Records

https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_queryall.htm

• SOQL Syntax

https://developer.salesforce.com/docs/atlas.en-us.soql_sosl.meta/soql_sosl/sforce_api_calls_soql_select.htm

Connection Tab – Salesforce

No.	Field Name	Description
1	Step Name	Name of the step. This name has to be unique in a single workflow.
	Connection
1	Instance URL	Specify the instance URL of the Salesforce instance. This field is mandatory.
2	Consumer Key / Client ID	Specify the connected app’s consumer key, which is found on the connected app’s Manage Connected Apps page or from the connected app’s definition. This field is mandatory.
3	Consumer Secret / Client Secret	Specify the connected app’s consumer secret, which can be found on the connected app’s Manage Connected Apps page or from the connected app’s definition. This field is mandatory.
4	Refresh Token	Specify a refresh token to obtain a new access token. This field is mandatory.
5	Test Connection	Click to verify whether the connection is established or not. Note: Test Connection will only work with static (hardcoded) values and environment variables. It will not work for the previous step fields.

Input Tab – Salesforce

No.	Field Name	Description
1	Specify Query	Select this check box to manually execute a query based on SOQL statements. By default, the checkbox is clear. Note: The SOQL Query field appears only if the checkbox is selected. Otherwise, enter details in Module and Query Condition fields.
2	Module	Select the module (table) from which you want to retrieve data.
3	Get	Click to populate the list of module names on the Salesforce instance. Note: The list is populated if the connection is successfully established.
4	Query Condition	Enter any query filters you want to apply. Variables are allowed. Syntax: <<fieldName>>='<<fieldValue>>' Example: Subject='Rpaticket' Notes: • Do not include WHERE in the Query Condition statement. • The output response does not display deleted records. To view deleted records, use the isDeleted flag. Example: Subject='Rest1' AND isDeleted=true
5	SOQL Query	Use the Salesforce Object Query Language (SOQL) to search Salesforce data for specific information. Syntax: SELECT <<fieldName>> FROM <<moduleName>> WHERE <<fieldName>>='<<fieldValue>>' Example: SELECT IncidentNumber FROM Incident WHERE Subject='Rpaticket' Notes: Use isDeleted to fetch or omit deleted records in the output. Examples: • SELECT Id, Subject FROM Incident WHERE Subject='Rest1' AND isDeleted=true • SELECT Id, Subject FROM Incident WHERE Subject='Rest1' AND isDeleted=false • SELECT Id,(SELECT Id FROM Contacts) FROM Account WHERE isDeleted=false
6	Order By	Use this field to control the order of the query results.
7	Get Top N Records	Fetch the top N records matching the query criteria.

Output Tab – Salesforce

No.	Field Name	Description
1	Display Name	Displays the list of fields (Display Name) associated with the module.
2	Field Name	Displays the list of fields (Logical Name) associated with the module.
3	Get Fields	On click of this button, the Display Name and Field Name values are populated in the table.