The Get Record action retrieves a specific record from the Salesforce database based on its ID. This action is essential for dynamically accessing data that can be used in subsequent steps of the process.

Key Features

• Retrieves a record using its unique ID.
• Allows you to specify which fields of the record to retrieve.
• Provides an option to apply Salesforce security and sharing rules.

Configuring a Get Record Action

When adding a Get Record action, the following fields must be configured:

1. Common Properties

• Label:
  • A user-friendly name for the action, displayed in the process flow.
  • Required field.
• Name:
  • A unique identifier for the action, used internally.
  • Required field.

2. Inputs

The inputs section defines the parameters required to retrieve the record. The following fields are available:

Required Fields

1. Record ID:

   • Specifies the unique ID of the record to retrieve.
   • Example: {recordId}

2. Fields to Retrieve:

   • A list of field names from the record that you want to retrieve.
   • Fields should be comma-separated.
   • Example: Name, BillingCity, Phone.

3. Apply Security Rules:

   • Enables the action to respect Salesforce’s security and sharing rules when retrieving the record.
   • Toggle between Active and Inactive depending on whether the rules should be applied.

3. Outputs

• The retrieved record and its specified fields are made available as outputs.
• These outputs can be used in subsequent steps to make decisions, populate templates, or update other records.

Usage Example

Scenario: Retrieve Account Details for a Notification

1. Record ID: {recordId} (The record Id that fires de process).
2. Fields to Retrieve: Name, BillingCity, Industry.
3. Apply Security Rules: Set to Active to respect organizational security policies.

Steps:

1. Add a Get Record action to the process.
2. Fill in the Label and Name fields.
3. Specify the Record ID of the account to retrieve.
4. Define the Fields to Retrieve (Name, BillingCity, Industry).
5. Optionally, enable the Apply Security Rules toggle.
6. Save the configuration and test the process.

Best Practices

• Always validate the Record ID before using it in the action to ensure it exists and is correct.
• Use descriptive field names in the Fields to Retrieve field to avoid retrieving unnecessary data.
• If security rules are critical for your use case, ensure the Apply Security Rules toggle is enabled.