Hi,
Is there any documentation available on how to use the Salesforce ETL step?
I’m interested in querying a Salesforce field value at a certain point further downstream in my workflow and not at the start of the workflow (or as part of a Doc Gen form).
Thanks!
Hi
It looks like we do not have anything documented on our support site. However here is an overview of the step properties:
Salesforce Object Type (required) = Asking for the API name of the Salesforce object to query.
Salesforce Object Id (required) = Asking for the 18 digit object ID to query. This is likely passed in at the start of the workflow.
Radio Button Options (one option is required) = Choose one of these options to query Salesforce with
Configuration Document = Something like a text file with which you've built the query
Configuration Variable = Variable that contains the query
Configuration Document Generation Form = *Simplest option in my opinion* Document Generation Form which contains the fields to query from Salesforce. The form and fields are all connected to Salesforce. See screenshot for example. No doc gen configuration is needed - just the form.
Output (not required but useful) = Set your variable to store the output of the query which will be the requested data from Salesforce
Sample workflow step properties:
Sample document generation form (for a different object then the above screenshot):
I hope this provides you with some good guidance for moving forward!
Kelly
+2
Hi Everyone!
May I ask if there is a way to use that expression builder if the Configuration Document Generation Form is selected. The reason for this is the form that we will be using is dynamic so I need c# for it. The problem is it does not accept it when I am trying to return the Document Generation Form Name. Can you help me with this? It would really help a lot.
Thank you!
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