The Salesforce Source step is used to retrieve records from Salesforce using SOQL or SOSL statements. A Salesforce account and files/data in a blob on Salesforce is required for this step to work.

Illustrated in the below image is a flow where the Salesforce Source step is used. The records are saved in an Excel sheet using the Excel Writer step. This can be downloaded using the Run File Destination step.

To add a Salesforce Source step in a flow, follow the below instructions:

1. Click on the highlighted icon as shown in the below image.

2. The below page will appear. Click on the Mapper tab and select or search for Salesforce as shown in the image below.

Illustrated in the below image is the configuration that is available in the Salesforce Source step.

The image below shows an example of a Search command in the Salesforce Source step.

A connection is required for this step. Select an existing connection by clicking on the dropdown arrow as shown in the image above. Alternatively, click on the highlighted plus button to create a new connection.

Method Field– The method to use to query Salesforce. In this example, the Query method is used.

Command Field – The command to query.

Limit Field – The maximum number of records to fetch.

Query All Checkbox – Query all records including deleted records.

The image below shows the records in Salesforce.

To use a Salesforce Source step, follow the instructions below:

1. Click the Execute Flow button shown in the image below:

2. Click the Create Run button.

3. Click the download button in the Run File step to download the output file.

The image below shows the Excel output file from the Query Method.

The image below shows the Excel output file from the Search Method.