NOTE: The Salesforce section of this documentation is under construction. The articles in this section may be incomplete.
Extract information from a Salesforce object using a standard SQL query with a WHERE clause.
The Salesforce object type that you want to look up (e.g. “Opportunity”, “Account”, “WorkOrder”, etc.)
The text of the WHERE clause of the SQL query that will be issued to Salesforce by the Lookup action. The purpose of the query is to identify a unique object of type
The name of a field to be retrieved from the Salesforce object specified by the previous two inputs. The key can be anything starting with “field_”, while the value must be a Salesforce field name. You can access these field names in Salesforce under the Build → Customize heading, see Salesforce documentation for more details.
The following additional rules apply to the values for this input:
The value retrieved by the corresponding "field_<any_string>" input. So if the key is field_TechnicianName, then this will be the value of the Salesforce field retrieved by the “field_TechnicianName” input.
A common purpose of looking up information from a Salesforce object is to use it to pre-populate some fields in a GoFormz form or other GoFormz object. For this reason, the Lookup action is typically used in conjunction with actions like Create Form, Update Form, Add Data Source Rows, etc. Those actions then reference the Lookup's outputs.
Updated over 3 years ago