Connectors
Salesforce
Runs a SOQL query against a Salesforce org and returns the matching records as rows.
When to use it
Use it to pull accounts, opportunities or custom objects out of Salesforce for reporting, reconciliation, or loading into another system.
In a pipeline
SalesforceGroup ByExport Excel
Settings
| Setting | Type | Required | Default or hint |
|---|---|---|---|
| Connection | select | Yes | Add a connection below |
| Salesforce Object | select | Yes | Select an object |
| Fields | textarea | — | Comma-separated field names |
| Filter (SOQL WHERE) | text | — | e.g. CreatedDate > LAST_N_DAYS:30 |
| Row Limit | number | — | e.g. 5000 (blank for all) |
| Write SOQL Myself | checkbox | — | false |
| SOQL Query | textarea | — | SELECT Id, Name FROM Account WHERE ... |
Example
Closed Won opportunities from the last 30 days
- Salesforce Object=Opportunity
- Fields=Id, Name, Amount, Account.Name
- Filter (SOQL WHERE)=StageName = 'Closed Won' AND CreatedDate > LAST_N_DAYS:30
| Query |
|---|
| SELECT Id, Name, Amount, Account.Name FROM Opportunity WHERE StageName = 'Closed Won' AND CreatedDate > LAST_N_DAYS:30 LIMIT 5000 |
| Id | Name | Amount | Account.Name |
|---|---|---|---|
| 0065g00000ABCDE | Harbour Foods renewal | 8400 | Harbour Foods |
| 0065g00000ABCDF | Northwind expansion | 12600 | Northwind Trading |
Related fields arrive as dotted columns such as Account.Name, and Salesforce's attributes block is dropped.
Worth knowing
- The connected app needs a Run As user on its Client Credentials Flow policy, otherwise the token request fails.
- Use the org's My Domain URL on the connection: login.salesforce.com and test.salesforce.com are not accepted by this flow.
- SOQL has no SELECT *, so at least one field must be chosen; compound address and location fields cannot be selected on their own.
- Results page automatically up to the Row Limit; tick Write SOQL myself for aggregates and relationship queries.