Salesforce Get record action

The Salesforce Get record action is used to read the fields of a Salesforce object.

Prerequisites

Note: Ensure that you are authenticated before calling any Salesforce action. For more information about authentication, see Salesforce Authentication action.

To read the field of a Salesforce object by using the Get record action, perform the following steps:

Procedure

From the Actions pane, select Salesforce > Get record and place it in the canvas.
Enter the following fields:
1. Enter the Object name, for example, Case.
  
  Note: For Salesforce Custom objects, ensure that you provide the API name instead of the Display name of the object. For example, provide API name: AAIRPA__Salesforce_Connection__c and not the display name: Salesforce Connection " For more information on how to find the API name, see https://help.salesforce.com/s/articleView?id=000327123&type=1.
2. Enter the Record ID that you want to read. You will also be able to read data using the External ID. For more information on External ID, see Salesforce Upsert record action.
3. Select List for the Fields and data (Optional) field. Enter all the fields that you want to read. In this sample, the field Status is read.
4. Save the outcome to a variable. For example, the object ID is saved to SFDC_Res. Output is retrieved as a Dictionary that consists of the field name and field value. Field name is identical to the name specified in the Salesforce object. It is recommended to use the Debugger tool and watch the output variable to view the retrieved record.
Click Run to start the bot. You will be able to read the value of the field by simply printing the value in a Message box action. For example, in this sample, $SFDC_Res{Status}$ will print New

Automation 360

Salesforce Get record action