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How to search based on custom object and/or fields in Salesforce?

Fri, Sep 16, 2016 at 10:36 AM - To search based on Custom Objects, you will need to use the Search Object Actions. Using this action, you can search based on any field inside your object by selecting those fields in the optional field list. If you are adding new fields to your apps, rem...

Understanding Salesforce IDs

Thu, Oct 27, 2016 at 12:56 AM - Understanding and Identifying Salesforce ID Many people encounter issues when mapping data into Salesforce input fields, especially when the field requires an 'ID'. This may be an Account ID, a Record ID or a Parent ID. Although Workato allows you to 'Find by name&#...

Connecting a recipe to Salesforce Sandbox.

Thu, Aug 31, 2017 at 6:45 AM - are isolated from your Salesforce production organization, so operations that you perform in your sandboxes don’t affect your Salesforce production organization, and conversely. Sandboxes are nearly identical to your Salesforce production organization. For a list of differences, see Sandbox Set...

Improving SOQL Query performance with Indexed fields

Wed, Aug 10, 2016 at 2:48 PM - Salesforce Object Query Language (SOQL) queries can be very practical if written efficiently. However, some queries can have extremely long execution times, especially when run on non-indexed fields. These are called non-selective queries. ...

Working with Attachments in Salesforce

Thu, Aug 18, 2016 at 5:44 PM - SOQL Query for Attachments-- To get Salesforce data for any attachment type objects, you can perform an SOQL query using the Schedule object query trigger for Salesforce. Here is a list of attachment objects you that you can get information on: ...

Salesforce: Request Time-Out & Understanding Salesforce Custom Indexes

Fri, Oct 21, 2016 at 2:38 PM - When searching for an non-indexed field object in Salesforce, some user might encounter a "request time out" error from Salesforce. This could be due to the system taking too long to find the requested object. In Salesforce, some fields are indexed and are "given higher ...

Salesforce: Real-time trigger not working

Fri, May 26, 2017 at 11:42 AM - When setting up the real-time trigger, you will need to follow these steps for it to work. However, you may still encounter some issues. Here are some steps to troubleshoot them. 1. Check the endpoint URL in the Salesforce outbound message Organisation ID must be correct. To obta...

Downloading and uploading attachments in Salesforce

Fri, Sep 16, 2016 at 11:03 AM - When working with files and attachments in Salesforce, we're dealing with binary data - the actual content of the files. To add an attachment to a Salesforce object, we have to use the Salesforce action 'create object', and select the attachment object. we would need...

Salesforce Object Query Language (SOQL): Basic Syntax and Common Search Terms

Wed, Aug 10, 2016 at 3:11 PM - Salesforce Object Query Language (SOQL) is used to search your Salesforce data for specific information. SOQL syntax consists of a required SELECT statement which may be followed by a number of optional clauses (such as TYPEOF, WHERE, WITH, GROUP BY, etc.). ...

App Connection: I can't find my object in the Salesforce New object trigger

Wed, Apr 22, 2015 at 11:43 AM - If you are not connected to the app, you may not see the complete choice of trigger events and fields. This is especially true of highly customized apps such as Salesforce. There are two ways to connect to the apps.. 1. The connections choice from your profile at the top right ...

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