Table of Contents
IMPORT FROM SALESFORCE
Category: Import / App/Cloud
Description
This action imports records from a Salesforce object and, optionally, its child/parent objects.
Action settings
| Setting | Description |
|---|---|
| Connector* | Select a configured Salesforce connector, or build one by selecting Add connector. |
| Mode | Select whether to use a "no-code", settings-based configuration of the action, or a provided custom SOQL1) string. Options: no-code or Custom SOQL. |
* Setting can be specified using a parameter.
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 records* | Select this and enter the maximum number of records 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 parameter or the first value of a column.
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.
| Setting | Description |
|---|---|
| Try Parse Complex Objects | Check this to split objects returned by parent relationships in the query (e.g. Account in SELECT Name, Account.Name FROM Contact) into separate columns. When unchecked, each such object is kept as JSON text in a single column. Checked by default. |
Shortcuts
Fast ways to create the action:
- Press the "Add data" menu button and select "Fetch from cloud/application".