Find a User by ID (Salesforce) Data Flow Template
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Last updated
Last updated
This Data Flow template is made up of three Data Operations that allow app builders to search for a user 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: User (User)
Fields: fields to return
Username (Username)
Last Name (LastName)
First Name (FirstName)
Company Name (CompanyName)
Email (Email)
Mobile (MobilePhone)
Street (Street)
City (City)
State/Province (State)
Zip/Postal Code (PostalCode)
Sort by: No sample values
Conditions: to fetch Salesforce records
User ID (Id) equals user_id
Condition Behaviour: No sample value selected
Run Results: sf_user output Variable of type Any that is automatically created to hold the results of this Operation.
Transform Expression: user_id.results[0].Street - 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: user 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.
user Variable of type Any
Allow app builders to find a user in Salesforce by ID.
