Salesforce Activity Pack - Search

Dear community:

Does anybody know how to configure the Uipath.Salesforce.Activities.ParameterizedSearch ?

I want to search a record either by exact or fuzzy match. Any ideas ? Thanks !

Hi @urorar ,

Here is an example. This returns Users who match the str_Search. It returns the Id and Name fields. You can retrieve records from multiple entities e.g. {“User”, “Contact”}. Hope this helps. I see that we missed documenting this activity, we will add this to the documentation.

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how to initialize search and advance search variable?

Hi Amol, You can refer to the Salesforce Parameterized Search documentation for all the supported parameters in the advanced search. You will need to provide a JSON string. I am including some examples below:

Search Accounts, Contacts, Leads containing a search term
{
“q”: “John”,
“fields”: [“Name”],
“sobjects”: [
{
“name”: “Account”,
“limit”: 20,
“fields”: [“Name”, “Type”]
},
{
“name”: “Contact”,
“fields”: [“FirstName”, “LastName”, “Owner.Name”, “ReportsTo.Owner.Name”]
},
{
“name”: “Lead”,
“orderBy”: “LastName DESC Nulls_last”
}
],
“in”: “ALL”,
“overallLimit”: 2000,
“defaultLimit”: 2000
}

Search for accounts containing Acme:
{
“q”: “Acme”,
“fields”: [“Name”],
“sobjects”: [
{
“name”: “Account”,
“limit”: 20,
“fields”: [ “Name”, “Type” ],
“where”: “Industry=‘Telecommunications’”
}
],
“in”: “ALL”,
“overallLimit”: 2000,
“defaultLimit”: 2000
}

Hope this helps.

Regards,
Bhushan

How can I pass this as string which content double quotes?