Salesforce Input
Description
Salesforce Input retrieves records directly from Salesforce modules using the Salesforce Web Service API. Use this step when your workflow needs to pull CRM data — such as accounts, contacts, opportunities, or custom objects — for reporting, data synchronization, or integration with other systems. It supports query condition filters to select specific records and lets you map Salesforce fields to workflow fields for downstream processing.
Configurations
| Field Name | Description |
|---|---|
| Step name | Specify the name of this step in the workflow workspace. |
| SalesForce Webservice URL | Specify the URL to the SalesForce Webservice. **Note:**This URL is dependent on the API version you are using. |
| Username | Specify Username for authenticating to Salesforce (i.e. myname@automationedge.com) |
| Password | Specify Password for authenticating to Salesforce. Enter your password followed by your security token. If your password is 'PASSWORD' and your security token is 'TOKEN', enter 'PASSWORDTOKEN' in this field. |
| Module | Select the module you wish to retrieve data from. Note: This list will be populated upon successfully authenticating to Salesforce using the Test Connection button. |
| Query Condition | Enter any query filters you wish to apply. For example, 'fieldname=myvalue AND fieldname2=myvalue2...' Note that you do NOT need to include WHERE in your condition statement and variables are supported for this field. |
| Content Tab | |
| Include URL in Output? | Enable to add a field to the output containing the URL used to retrieve the data. |
| Include Module in output? | Enable to add a field to the output containing the module from which the data was retrieved. |
| Include SQL in output? | Enable to add a field to the output containing the SQL used to generate the result set. |
| Include timestamp in output? | Enable to add a field to the output containing the timestamp for when the record was retrieved. |
| Include Rownum in output? | Enable to add a field to the output containing a row number for each record retrieved. |
| Time out | Configure the timeout interval in milliseconds before the step times out. |
| Limit | Configure the maximum number of records to retrieve. Note: Setting this to '0' means there will be no limit placed on the number of records that can be retrieved. |
| Fields Tab: | |
| Name | Specify the field name for Name. |
| Field | Specify the field name for field in the Salesforce table. |
| IsIdLookup? | Enable checkbox if it Is it a lookup Id column in Salesforce. |
| Type | Specify the field name for data type to convert to. |
| Format | Specify the field name for the format or conversion mask to use in the data type conversion. |
| Length | Specify the field name for the length of the output data type. |
| Precision | Specify the field name for the precision of the output data type. |
| Currency | Specify the field name for the currency symbol to use during data type conversion. |
| Decimal | Specify the field name for the numeric decimal symbol to use during data type conversion. |
| Group | Specify the field name for the numeric grouping symbol to use during data type conversion. |
| Trim type | Specify the field name for the type of trimming to use during data type conversion. |
| Repeat | Repeat the column value of the previous row if the column value is empty (null). |