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Saul Macht

started a topic about 5 years ago
Answered

Salesforce Report

I am using the Salesforce Get Report action, but I don't understand how to retrieve the values of each record in my report to map into the next steps in my recipe. The output just gives me this:

image


Best Answer
P
Patricia Guevarra said about 5 years ago

Hi Saul,


Thanks for reaching out! You can refer to this sample recipe: https://www.workato.com/recipes/665473-parse-report?st=e36fbc#recipe


To explain:


First, you have to do a repeat action on the Rows, so that you can get the results for every row in the report.


Next, in the fields where you want to input the row values, you must use the following formula:

Columns.where(name: 'column_name').pluck("value").first

Where

Columns is the Columns data pill nested under Rows

column_name is the column name. This must match the column name that shows in the API or the job output.

Answer

Patricia Guevarra

said about 5 years ago

Hi Saul,


Thanks for reaching out! You can refer to this sample recipe: https://www.workato.com/recipes/665473-parse-report?st=e36fbc#recipe


To explain:


First, you have to do a repeat action on the Rows, so that you can get the results for every row in the report.


Next, in the fields where you want to input the row values, you must use the following formula:

Columns.where(name: 'column_name').pluck("value").first

Where

Columns is the Columns data pill nested under Rows

column_name is the column name. This must match the column name that shows in the API or the job output.

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