Using queries to combine data

Preparation

  1. Your Salesforce application needs to be connected. To find out how; go to Connecting Salesforce
  2. You need a workflow that already has a trigger. Find out more Sending survey invites

Adding a query

A query will look up data in an objectobject - Object refers to a collection of similar items in the application. For example: Accounts, Cases and Contacts are objects in Salesforce by using data from a different object.

  1. Add a step to your workflow by clicking the '+' button.
  2. Select Salesforce as the destination app
  3. From the 'Select Action' dropdown select the object you want to get the data from.
  4. For the 'Fields' dropdown select the field you want to get the data from
  5. Use the 'Expression' to compare it to data from a previous workflow step
  6. From the 'Workflow Step' dropdown select the object that will be used to match the object you are querying.
  7. From the 'Field' dropdown select the field that will be used to match the object you are querying.
  8. Click 'Update Action'

By selecting the workflow step that you just created in subsequent workflow steps you gain access to the information in the object that you queried.