Salesforce - Search records action (batch)

This action retrieves a list of Salesforce records that match the search criteria you provide. Each job can retrieve up to 2,000 records.

ACTION TIMEOUT

Some Salesforce fields are indexed, which allows queries on them to run faster and more efficiently. This action may fail due to a timeout if you search by unindexed fields, such as custom objects. Refer to the Salesforce Improve Performance of SOQL Queries using a Custom Index guide to improve the performance of search. Use the Search records using SOQL action for advanced search.

Input

Input fieldsDescription
Search forSelect the type of Salesforce object to search for.
Fields to retrieveSelect the fields to retrieve from the object. Workato retrieves all fields by default. Entering specific fields to retrieve improves recipe performance and mitigates schema errors.
LimitEnter the maximum number of records to return each job. The maximum value for this field is 2,000.
On-behalf-of user emailOptional. Enter the email of a Salesforce user to impersonate. Contact your Workato Customer Success Manager to enable this field. This field only supports JWT connections.

Output

The output of this action varies based on your selected Object and Fields to retrieve. Refer to Salesforce's Overview of Salesforce Objects and Fields guide for more information on available objects and fields.

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