Process Activities / Salesforce tab |
An activity that gets Salesforce records with a custom SQL query. Use this activity if you want to use a advanced SQL statement against Salesforce.
To configure the Query Advanced Entity activity, do the procedure in this topic.
For more information, refer to Configure General Options for a CRM Activity.
For more information, refer to Use an Advanced Query to Get Records from Salesforce.
For more information, refer to Configure E-mail Notifications for Any Activity
Specifies the basic information for a CRM activity.
Field Name | Definition |
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Display Name |
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Description |
|
Connection Timeout (Seconds) |
Specifies your query to get Salesforce records.
Field Name | Definition |
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Salesforce |
|
Add Token |
|
Query |
|
Execute Query |
|
Query Result |
|
Schema Mapper |
|