Get Account

This activity helps the user to retrieve specific account details from the salesforce. 

Properties

Configuration

Each activity requires a connection with Salesforce authentication. Once you select the respective project name where Salesforce has been authenticated, the activity will automatically retrieve the available connections for that project.

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

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

INPUT

Account ID: *Specify account ID against where the account details need to be retrieved. It offers multiple ways to choose the account ID:
1. Browse Option: When selecting the dropdown option, it will automatically list the accounts available for the connected salesforce account. The user must manually select the account each time when using this option.
2. Three-Line Menu: Clicking on the “Three lines” icon will open a context menu with the following two options.
a. Force Refresh: Refreshes the selected account.
b. Clear Values: It will clear the account ID chosen and allows you to choose another account. 
c. Use Variable: Allows you to provide the “Account ID” as a variable in “String” format. You can either hardcode the values as a string or use a variable of the “String” datatype.

MISC

DisplayName: 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

Account: It helps to view the details of the account curated by custom class of Salesforce API. Click here to know how to view the 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.