Salesforce - Scheduled record search using SOQL query WHERE clause trigger (batch)
This trigger searches Salesforce using a SOQL query WHERE clause on a schedule you specify and returns the results in batches.
SELECT CLAUSE IN SOQL
SOQL queries don't support the SELECT * operation often used in SQL queries. You must specify specific fields to retrieve in the SELECT clause.
Input
| Input fields | Description |
|---|---|
| Object | Select the type of Salesforce object to search for. |
| SOQL WHERE clause | Enter a SOQL query to filter records by. For example: StageName = 'Closed Lost' AND IsClosed = false |
| Schedule | Select how often to search Salesforce. |
| Time zone | Select a time zone for the schedule. |
| Hour | Enter the hour to search Salesforce. This field uses 24-hour format, for example: 11 for 11am or 23 for 11pm. Defaults to 00 (12am). |
| Minute | Enter how many minutes past the hour to search Salesforce in double digit format. For example: 01 for 1 minute past the hour. |
| Day of month | Enter a number between 1 and 31 to specify the day of the month to search Salesforce. Shorter months round this value down to the last day of the month. Defaults to 1. |
| Sunday | Select whether to allow searches on Sundays. |
| Monday | Select whether to allow searches on Mondays. |
| Tuesday | Select whether to allow searches on Tuesdays. |
| Wednesday | Select whether to allow searches on Wednesdays. |
| Thursday | Select whether to allow searches on Thursdays. |
| Friday | Select whether to allow searches on Fridays. |
| Saturday | Select whether to allow searches on Saturdays. |
| Fields to retrieve | Select 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. |
| Batch size | Enter the maximum number of records to contain in each batch. The default value for this field is 100 and the maximum is 2000. Salesforce records with many custom fields require smaller batch sizes. |
Output
| Output fields | Description |
|---|---|
| Range | The range of records retrieved in the current batch. |
| Scheduled time | The date and time scheduled for the search. |
| Total number of objects | The total number of matching objects retrieved from Salesforce. |
| First batch | A boolean indicating whether the current batch contains the beginning of the results list. |
| Last batch | A boolean indicating whether the current batch contains the end of the results list. |
| Starting offset | The offset number for the first record of this batch. |
| Ending offset | The offset number for the last record of this batch. |
Additional outputs load dynamically based your selected Object. Refer to Salesforce's Overview of Salesforce Objects and Fields guide for more information on available objects and fields.
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