Find a Task by ID (Salesforce) Data Flow Template Find a Task by ID (Salesforce) Data Flow Template

Find a Task by ID (Salesforce) Data Flow Template

Daiana Gallardo Daiana Gallardo

SFfindatask.png

Overview 

This Data Flow template is made up of one main Data Operation that allows app builders to search for a task in Salesforce by its ID. This is achieved by connecting with the Salesforce integration and then passing data to this Data Flow.

In Connection Builder, Data Flow templates can be found with pre-populated sample data. However, to meet the requirements of their Journey, app builders should perform the necessary adjustments, such as adding other Data Ops.

Bear in mind that in order to use Salesforce as a datasource, credentials must be set in Configuration Builder > Integrations to connect the corresponding account.

Find a Task by ID Operations

This Data Flow contains three parts:

Inputs

The Start pane keeps track of the inputs required by the Data Flow. 

Salesforce Data Operation

  • Datasource: Salesforce
  • Operation: Find records (Find records in Salesforce of a type with conditions)
  • Object Type: Task (Task)
  • Fields: fields to return
    • Activity ID (Id)
    • Name ID (Whold) 
    • Subject (Subject)
    • Due Date Only (ActivityDate)
    • Status (Status)
    • Priority (Priority) 
    • Assign To ID (OwnerId)
    •  Description (Description)
    • Account ID (AccountId)
  • Sort by: Activity ID (Id)
  • Conditions: to fetch Salesforce records
    •  ActivityID equals task_id
  • Condition Behaviour: No sample value selected
  • Run Results: Salesforce output Variable of type Any that is automatically created to hold the results of this Operation.

Output

The End step is where variables from the Data Flow can be used as an output.

  • No sample Return Value

Use Cases

  • Allow app builders to find a task in Salesforce by ID.