The SOQL action allows you to execute a Salesforce Object Query Language (SOQL) query and use the results dynamically in your process. This is particularly useful for retrieving data based on specific conditions during the execution of a process.

Key Features

• Executes a SOQL query and retrieves results.
• Outputs query results for use in subsequent steps.

Configuring a SOQL Action

When adding a SOQL 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 SOQL query and its parameters. The following fields are available:

Required Fields

1. SOQL Query:
   • The SOQL query to be executed.
   • Example:

     SELECT Id, Name, BillingCity FROM Account WHERE Industry = 'Technology'

3. Outputs

The query results are returned as an array of records.
Outputs can be used in subsequent steps to process or validate data dynamically.

Usage Example

Scenario: Retrieve Technology Accounts in San Francisco

1. SOQL Query:
   SELECT Id, Name, BillingCity FROM Account WHERE Industry = '{IndustryParam}' AND BillingCity = '{CityParam}'

Best Practices

• Always test your SOQL queries in Salesforce Developer Console before adding them to the process.
• Use dynamic inputs to make your queries flexible and reusable.
• Limit the number of records retrieved by using appropriate filters and the LIMIT keyword in the query.
• Use the outputs efficiently to avoid redundant queries in subsequent steps.