Related Topics
The use of SalesForce requires that you purchase an additional license from cData, who control the licensing for SalesForce connections. Please see the SalesForce Data Source topic for more information.
These Custom Tasks return data from Salesforce to fill dropdowns or other Form fields.
Fill DropDown from Salesforce
This Custom Form Task will automatically fill a dropdown field on the Form with values from Salesforce. Choose the Form dropdown field and the column in the Salesforce table that should be used to fill the dropdown. This Custom Task should be mapped to the [View State Init] event to ensure the dropdown values are always populated. If the dropdown you are filling is inside an array it is best to use the [Form Display] event.
Configuration Options
|
OPTION |
ATTRIBUTES |
DESCRIPTION |
|---|---|---|
|
Salesforce Connection |
List of Data Sources |
The data connection to Microsoft Salesforce |
|
Salesforce Table |
List of Salesforce Tables |
The table from which the data will be retrieved. |
|
Salesforce Field for Dropdown Text |
List of table fields |
The table field that will be displayed as the text in the dropdown control. |
|
Salesforce Field for Dropdown Value |
List of table fields |
The table field that will be used as the value of the dropdown control. |
|
Salesforce Filter Condition |
|
Text filter that will be used as the WHERE condition of the SQL statement that returns the Microsoft Salesforce data. |
|
If Previous Value not in List |
Leave value alone, Clear the value in the form, Add the value to the dropdown |
How the dropdown value will be altered if the previous value isn't in the list of data returned from Salesforce. |
|
Execute Query only when Dropdown isn't set |
|
This prevents the query from being re-run if the dropdown has already been populated. |
|
Execute Query only under this condition |
|
Enables you to set a condition for running the query that populates the dropdown. |
|
Dropdown to Fill |
List of Form fields |
The name of the dropdown control that will be filled with Salesforce data. |
|
Add empty entry to Dropdown with this text |
|
Text value for null entries. The default is [Select Field]. |
|
Fill Dropdown Only When Control Changes |
List of Form fields |
Prevents the query from running unless this field changes. This is often used for a field whose value will be used as a filter to limit the data that is returned. |
|
Max number of dropdown entries |
|
Maximum number of items that will be placed in the dropdown control. |
|
Select value automatically if query returns a single result |
|
If there is only one record returned from the query, then automatically select the value. |
Fill Fields from Salesforce
This Custom Form Task can automatically fill multiple fields on the Form with values from Salesforce. Choose the Form fields and the columns in the Salesforce tables that should be used to fill them. You can also configure the input fields will be used to select the appropriate information in the Salesforce Source.
Configuration Data
|
OPTION |
ATTRIBUTES |
DESCRIPTION |
|---|---|---|
|
Salesforce Connection |
List of Data Sources |
The data connection to the Salesforce source. |
|
Query Source Tables |
List of Salesforce Tables |
The table from which the data will be retrieved. Additional tables can be added by clicking the Add Table button. |
|
Use Alias |
|
An alias name to use for the table. |
|
Remove Duplicate Entries |
|
Do not repeat duplicate items in the returned data. This option will cause errors if you use it with any database fields of the text data type (e.g. BLOB, Text, etc. |
|
Where Filter |
Lists of Tables, operators, and form controls |
Enables you to filter data by comparing a Salesforce field value to a Form field value. |
|
Comparison Type |
Text, Number |
The type of comparison the filter will make |
|
Additional Filter (optional) |
|
Text filter that will be used as the WHERE condition of the SQL statement that returns the Microsoft Salesforce data. |
|
Execute Query only under this condition |
|
Enables you to set a condition for running the query that populates the dropdown. |
|
Controls to populate |
Lists of tables and Form fields |
Field mappings between Salesforce fields and Form fields. Additional mappings can be added by clicking the Add Mapping button. |
|
Message to display if no records are found |
|
Text message to display if no data is returned. |
|
Do not clear existing data if no records are found |
|
Make no changes to the existing values if no data is returned. |
|
Fill Array with results |
|
Fills an array with the values returned from Salesforce. With this option set, each mapping field must exist in the same array. Check " Append data to existing array" to add the new data to the array rather than overwriting it. |
|
Max number of results to return |
|
The maximum number of results to return from the query. |
|
Only return first result |
|
If the query returns multiple records, only return the first (control sorting with ORDER BY clauses). |
|
Convert System Variables in results |
|
Convert system variables to their values in the returned results. |
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