Performing a Field Lookup in Salesforce SOAP Connector

Each connector that is supported by webMethods Integration provides several actions, which you can use in your workflows to automate your tasks. Using webMethods Integration, you do a field lookup that retrieves the list of field values from the selected business object based on the authorization selected. The Field Lookup feature eliminates the need to manually enter the input data that is associated with your third-party account resources when you configure an action.

About this task

You want to delete a particular record deleteBusinessObjects from the third-party account by using the Field Lookup feature. To do this, complete the following steps:

Procedure

  1. Add the SalesForce CRM connector to the canvas.
  2. Select the deleteBusinessObjects action.
  3. Provide the necessary details and configure the account for the specified connector.
  4. In the deleteBusinessObjects configuration window, click the drop-down list to retrieve the list of business objects of the Salesforce account. Now, select a business object. In this example, we have chosen Account.
  5. Add an ID field to specify the ID of the account record to delete. Click the drop-down list to retrieve the list of account records IDs from the configured Salesforce account. Now, select a record ID.

    Filter the IDs list by display name by specifying a full or partial name.

  6. Select Load More option to load more account record IDs.
  7. Once this is done, click Next.

    You are redirected to the Test action window where you can check whether the action is working as expected before you run the workflow.

  8. Click Done.

    The selected record is removed from the third-party account.