Search Records

This activity allows users to retrieve one or multiple records from specific Salesforce objects, such as Accounts, Leads, Assets, and more. It also helps in retrieving matching records by applying keywords or field-based filters on the selected object. 

Limitation

When selecting Name from the dropdown, enter the name as a combination of the user’s First Name, Middle Name, Last Name, and Suffix. In most cases, the records are searched correctly. However, if the combined name does not return the expected records, use the First Name, Middle Name, and Last Name options separately to search for the required records.

Properties

Configuration

Once the integration is connected from the Manager, the property panel will automatically display the connected integration.
If you see the message “Add new connection”, click here to learn how to set up a new connection.

Below are the properties available after the project has been integrated:

Salesforce: *This parameter indicates the account name associated with the integration.

Input

Select Object: *Specifies to select the list of objects from the drop-down. 

Add filter: Specifies the provide the condition to filter and retrieve records from the selected object. Use this parameter to narrow down the results based on specific field values or criteria.

Fields: Specifies to provide the field’s name to retrieve the records from the specified object in a comma separated value. You can also fetch the specified object’s field from “Get Object Fields” activity. It accepts values in “String” datatype. 
E.g., “Id, Name, Industry, CreatedDate”. 

Include Deleted: This parameter determines whether records that have been deleted (but not permanently removed) should be included in the search results. It accepts values in “Boolean” datatype. 

MaxRecords: Specifies to provide the maximum number of records to be fetched and it accepts values “Int32” datatype. 

Nulls Last: This parameter controls the positioning of null values when sorting search results.

True – Places records with null values at the end of the sorted result set.
False (default or unspecified) – Null values may appear at the beginning, depending on the sort order and Salesforce default behavior. 

Order By: Specifies to provide the field name with the order to sort the records returned by the search. It accepts values in “String” datatype. 
E.g., “Name ASC”
“BillingCountry DESC”.  

Manage Properties

This wizard displays if the activity includes any additional configurable properties to include while execution. 

Note: In this activity, the property to view the output of the activity is configured in the Manage Properties option. So, declare a variable here against the property “Output” to view the result. 

MISC

Display Name: Displays the name of the activity. The activity name can be customized, which aids in troubleshooting.

SkipOnError: Specify the “Boolean” value as “True” or “False.”

True: Continue executing the workflow regardless of any errors thrown.
False: Halt the workflow if it encounters any errors.
None: If the option is left blank, the activity will, by default, behave as if “False” were chosen.

Version: It indicates the version of the feature being used.

Output

Result: This parameter allows you to view the execution status of the activity and returns a value in “Boolean.”

True: Indicates that the activity has been executed successfully without any errors.
False: Indicates that the activity has been unsuccessful due to an unexpected error being thrown.

* Represents mandatory fields to execute the workflow. 

Filter Window 

This wizard allows you to define specific conditions to filter and retrieve records from the selected object.

1. AND: Returns TRUE only if all the conditions separated by AND are true.
2. OR: Returns TRUE only if any of the conditions separated by OR are true.
3. Name: Displays a dropdown of available field names for the selected object.
4. Operator: Specifies the comparison operator to apply on the field, such as:

a. Equals
b. Contains
c. In

5. Value: Provide the value against which the records should be filtered.