Input · Databases and cloud

Salesforce Reader

Reads the records of a Salesforce object through a saved connection, or the result of a SOQL query you write. An object is read whole unless you set a row limit.

Also known as: CRM

How it works

Add it from Add data source → Salesforce with a saved Salesforce credential. Mode is object, where Object names the object to read, or soql, where you write the SOQL query yourself. In object mode, Row limit caps the records read; blank reads every record, and the node warns when the limit truncated the source.

Inputs and outputs

Inputs

None — this node starts a workflow.

Outputs

  • data — Table

Settings

The Attributes panel of Salesforce Reader, as in the app: the controls work, but nothing runs — there is no data behind it.

Example

Every account in the org: Mode object, Object Account, Row limit blank. For only the fields you need, switch to soql with SELECT Id, Name, Industry FROM Account.