Search Records

Description

Search for one or more records of a standard or custom Salesforce object such as Lead, Opportunity etc.. using a filter criteria.

Project compatibility

Windows | Cross-platform

Configuration

• Connection ID - The connection established in Integration Service. Access the dropdown menu to choose, add, or manage connections.

• Select object - Select an object to use with this activity. Depending on the object chosen in this field, the activity is populated with property fields specific to that object.

• Where - Add a filter using the Filter builder or type an SOQL WHERE expression. For example: LastModifiedDate >= '2014-10-12'. This field supports String type input.

Manage Properties

Use the Manage Properties wizard to configure or use any of the object's standard or custom fields. You can select fields to add them to the activity canvas. The added standard or custom fields are available in the Properties panel (in Studio Desktop) or under Show additional properties (in Studio Web).

Additional properties

Output

An output property is automatically generated based on the selected object.

Using the query

The CEQL (“Where” filter) provides a standard way to search across all the connectors. Many API providers support some form of searching in their APIs but each one approaches searching differently. Rather than having you research how to query each resource at a provider, we've normalized your search experience. It translates your queries to the API provider's search syntax. You compose queries with available query connectors field selection. Each connector allows different components of the query, but in most situations you can use some common parts.

Query Reference

Query Component	Syntax	Example	Description
CEQL query the "where" expression	1<field><operator><value> <AND/OR> 2<field><operator><value> 3...	Department!='Procurement' AND Name='John'	The expression or expressions specifying what to search and what objects to return in our result set. Refer Valid CEQL Operators section below. This is made up of a left­ hand ­side (LHS), an operator and a right­ hand­ side (RHS).

Valid CEQL Operators

Operator	Descriptions
AND	TRUE if all the conditions separated by AND is TRUE
OR	TRUE if any of the conditions separated by OR is TRUE
=	Equal to
!=	Not equal to
<	Less than
>	Greater than
<=	Less than or equal to
>=	Greater than or equal to
LIKE	TRUE if the operand matches a pattern
IN	TRUE if the operand is equal to one of a list of expressions
IS NULL	TRUE if a NULL value is found
LIMIT	Limit the number of records to the specified number

Examples

Operator	Example
Equal Operator (=)	Name='Edge Communications'
AND Operator	Name=’Account Name’ AND Industry=’Electronics’
OR and Greater Than (>) Operators	LastModifiedDate>'2018-01-15T00:00:00.000Z' AND (Name='Account Name' OR Industry='Apparel')
LIKE Operator	Name LIKE 'Acc%'
Greater Than or Equal To (>=) Operator	AnnualRevenue >= 100000