Find a Contact by ID (Salesforce) Data Flow Template
PreviousEncrypt Content with PGP Data Flow TemplateNextFind a Task by ID (Salesforce) Data Flow Template
Last updated
Last updated
This Data Flow template is made up of three Data Operations that allow app builders to search for a contact record 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.
This Data Flow contains three parts:
The Start pane keeps track of the inputs required by the Data Flow.
Sample Inputs:
Datasource: Salesforce
Operation: Find records (Find records in Salesforce of a type with conditions)
Object Type: Contact (Contact)
Fields: fields to return
Last Name (LastName)
First Name (FirstName)
Mailing Street (MailingStreet)
MailingCity (MailingCity)
Mailing State/Province (MailingState)
Mailing Zip/PostalCode (MailingPostalCode)
Email (Email)
Mobile (MobilePhone)
Sort by: No sample values
Conditions: to fetch Salesforce records
Contact ID (Id) equals contact_id
Condition Behaviour: No sample value selected
Run Results: sf_contact output Variable of type Any that is automatically created to hold the results of this Operation.
Transform Expression: user_id.results[0].MailingStreet - Airscrit expression to retrieve the address of the user
Output Format: Variable
Type: List of Text
Run Results: address_components output Variable of type List of Text that is automatically created to hold the results of this Operation.
Transform Expression: Airscript expression to retrieve all user data and check for email and phone format
Output Format: Variable
Type: Any
Run Results: contact output Variable of type Any that is automatically created to hold the results of this Operation.
The End step is where variables from the Data Flow can be used as an output.
contact Variable of type Any
Allow app builders to find a contact in Salesforce by ID.
