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Question

Querying Salesforce Accounts and Integration in Cloud

Laserfiche Cloud Workflow Search and Retrieval Integrations Version 10

Updated July 22, 2019

asked on July 22, 2019

Hello all,

I am currently trying to create a workflow in cloud that uses our Salesforce Integration. I am trying to just pull all the account details from the list to use later on in the workflow. As far as I can tell, the "Perform CRM Action" only allows you to query a single row from the list using an ID or search value. I'm wondering if there is a wildcard value I could put in the field to pull all the rows or if there is another workflow task that I should be using.

Thanks.

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Replies

replied on July 22, 2019

This is currently by design. The activity is meant to read data pertaining to a document from Salesforce or update data in Salesforce based on changes on a Laserfiche document.

Can you tell us more about what you're trying to do that requires bulk updates?

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replied on July 22, 2019

I'm trying to automatically populate a drop-down list in Forms using the information in Salesforce Accounts. The forms process currently has just a manual update/entry of the dropdown fields, but the client wants it automated.

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Asked July 22, 2019
Updated July 22, 2019
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