{{ transformations:ImportSalesforceAction.png}}
====== IMPORT FROM SALESFORCE======
Category: Import / App/Cloud\\
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=====Description=====
This action imports rows from a Salesforce object and, optionally, its child/parent objects.
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===== Action settings =====
^ Setting ^ Description ^
|Connector*| Select a configured Salesforce connector.|
|Mode|Select whether to use a "no-code", settings-based configuration of the action, or a provided custom SOQL(({{https://developer.salesforce.com/docs/atlas.en-us.soql_sosl.meta/soql_sosl/sforce_api_calls_soql.htm|Salesforce Object Query Language}})) string. Options: //no-code// or //Custom SOQL//.|
* Setting can be specified using a [[:parameters|parameter]].
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====No-code settings====
^ Setting ^ Description ^
|Object*|Enter, or use the "Pick" button to browse through and select, the Salesforce object to retrieve data from. |
|Filter|Select this option and use the "Edit WHERE clause…" button to enter an SOQL-based WHERE clause to filter the\\ results by. |
|Only first objects*|Select this and enter the maximum number of data objects to return.|
|Fields|Use the "Add fields" button to select child and/or parent fields of the //Object// selected above to retrieve data from.\\ Use the "Remove all" button to clear the //Fields// list.|
* Setting can be specified using a [[:parameters|parameter]] or the first value of a column.
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====Custom SOQL====
After selecting this option, enter an SOQL-based query statement in the text box below it, or use the "Edit…" button to open the larger "Parameterized text editor" to create SOQL statements integrating EasyMorph parameters.
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=====Shortcuts=====
Fast ways to create the action:
* Press the "Add data" menu button and select "Fetch from cloud/application".
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=====See also=====
*[[transformations:exportsalesforce|Export to Salesforce]]
*[[transformations:salesforcecommand|Update/delete records in Salesforce]]