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Get Account By Name

Description#

This activity retrieves the Salesforce Account record(s) based on the specified criteria.

Properties#

Input#

  • Account Name - Name of the account to retrive from Salesforce.

  • Required Fields - Required fields to search.

    Note: You can select the search field from the dropdown and provide a search value for the chosen field. The dropdown lists the standard fields supported by Salesforce for the selected entity. In the case of the custom field, you can type in the custom field name. The Record Id is chosen by default.

Misc#

  • DisplayName – The display name of the activity.

  • Private – If selected, the variables and argument values will no longer be logged at the Verbose level.

Optional#

  • Continue On Error – It Specifies whether the automation should continue even when the activity throws an error. If True, the activity continues without throwing any exceptions. If False, the activity throws an exception. The default value is False.

    Note: If this activity is present inside the Try-Catch block, and the value of this property is True, no error would be caught.

Output#

  • Account - The retrived accounts from salesforce.

Note: The design of this activity provides an interface that simplifies retrieving the correct account by specifying more unique fields and their values to query for the account.

Example#