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Salesforce Lookup Step - Designer Web

Salesforce Lookup Step explained.

Praise Magidi avatar
Written by Praise Magidi
Updated yesterday

The Salesforce Lookup step is used to look up records from Salesforce based on an ID and adds them to the current record.

Illustrated in the image below is a flow that utilises the Salesforce Lookup step.


Adding a Salesforce Lookup Step

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

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

2. The page below will appear. Select or search for Salesforce as shown in the image below.


Configuring a Salesforce Lookup Step

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

A connection is required for this step. Click on the highlighted plus button to create a new connection.

Lookup Type Type of lookup to perform. The options available are ID, Query, or Cache. The Query lookup type has been selected in this example.

Limit – The maximum number of records to fetch.

SOQL Query Statement – The SOQL query statement to use.

Mappings Determine the mappings from the lookup object to the record object. To add a field to map, click on the ‘Add Row’ button as outlined in the image above.

  • From Path – The path or value to map from.

  • To Field – This field is mandatory. This specifies the path or name of the new field to map to. In this example, it has been set to “Test Lookup”.

  • Default Value – This is a default value to use in the new field if there is no source field found on the input record.

  • Type – The data type. This could be a String, Number, Boolean or any other data type required. Select the required from the dropdown list.

On Not Found – Action to be taken if data is not found. The options available are Error, Null, Discard, or Skip.

Enable Caching Checkbox – Cache results so that they are only fetched once for a specific ID when checked.


Using a Salesforce Lookup Step

To use a Salesforce Lookup Step, follow the instructions below:

1. Click on the play icon on the Calculator step after a Salesforce Lookup Step, as highlighted in the image below:

2. Click the Test button as shown in the image below.

The image below shows the output from the Salesforce Lookup.

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