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Getting all data-points from salesforce CRM with a unique ID that I get on E-mail

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Posted on by 5

Hi All,

 

I am building a flow which should download all the values with respect to a unique sales ID that I'll enter manually, from a salesforce CRM portal

  • nishant77 Profile Picture
    nishant77 5 on at
    Re: Getting all data-points from salesforce CRM with a unique ID that I get on E-mail

    Great I am trying this

  • Abdul12 Profile Picture
    Abdul12 124 on at
    Re: Getting all data-points from salesforce CRM with a unique ID that I get on E-mail

    Here's something you can try:

     Create a flow and add a Manual trigger to start the flow. This will allow entering the Sales ID.

    1. Add an Initialize variable action to create a variable for the entered Sales ID (e.g. salesId)
    2. Add a Get records action configured to connect to Salesforce. Set the filter query to: Sales_ID equals '@{variables('salesId')}'
    3. Expand Dynamic Content, select Ask in flow run dialog and enter a question for the Sales ID input. Map this to the "salesId"variable.
    4. Add any additional steps in case you need

     

  • nishant77 Profile Picture
    nishant77 5 on at
    Re: Getting all data-points from salesforce CRM with a unique ID that I get on E-mail

    Yes, i am planning to. But I am newbee here don’t know from where to start

  • Abdul12 Profile Picture
    Abdul12 124 on at
    Re: Getting all data-points from salesforce CRM with a unique ID that I get on E-mail

    Are you entering those values while starting the manual trigger?

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