Lookup Table: From SalesForce.com

Settings



  • Enter any valid Salesforce Object Query Language (SOQL) query.
    • See here for general documentation on the SOQL syntax. Note that this is not the Salesforce Search language.
    • See here for sample SELECT statements, and here for a list of tables and fields.
    • Note that you can not use the * notation to indicate all fields. You must specify the fields you want returned.
    • If you intend to eventually update Salesforce with a Sync & Save Submissions job, you will almost always want to include the Id field in your lookup table.
  • Enter the username and password for a salesforce account that has rights to the fields you wish to query by clicking Login Settings.
    • If you are outside your organization's trusted network, then you will need to include a security token in your password. For instance, if you password is "mypassword" and your security token is "1234asdf" then the password field should contain the value "mypassword1234asdf". In Salesforce, go to My Settings | Personal | Reset My Security Token to get your security token.
    • Follow these directions when choosing a user account.

Sample SOQL Queries

  1. SELECT Id, Name, Phone FROM Account WHERE Active__c = 'Yes'
    • Selects a list of active accounts.
  2. SELECT Id, Name, Company, Phone, Description, Status, Owner.Name FROM Lead WHERE Status = 'Open - Not Contacted' OR Status = 'Working - Contacted'
    • Selects a list of active leads.
  3. SELECT Id, ContractNumber, Description, Owner.Name, Account.Name FROM Contract WHERE StatusCode = 'Activated'
    • Selects a list of active contracts.
  4. SELECT Id, Name, StageName, Type, Description, Owner.Name, Account.Name FROM Opportunity WHERE IsClosed = false
    • Selects a list of active opportunities.
  5. SELECT Id, FirstName, LastName, Email, Phone FROM User WHERE IsActive = true AND UserType = 'Standard'
    • Selects a list of users who are active and who are not partner (external) users.
  6. SELECT Id, FirstName, LastName, Email, Phone, Account.Name, Owner.Name FROM Contact
    • Selects a list of contacts.
The data returned by your SQL query should include ALL the records you want in your lookup table.

Note that before version 1.12.1, if no records are found in the source query, then no changes are made to the lookup table.

Available in Sync & Save PLUS Salesforce.

Walkthrough

  1. Introduction
  2. System Requirements
  3. Main Screen
  4. Submissions: Adding A New Job
  5. Submissions: Configuring the Export Settings
  6. Submissions: Setting Up the Export Format
  7. Submissions: Using The Submissions Tab
  8. Submissions: Dealing With Errors
  9. Submissions: Handling Repeating Data
  10. Submissions: Exporting To Text Files
  11. Submissions: Exporting To Sql Server, MySQL, Oracle, Access, Sybase ASE, or ODBC
  12. Submissions: Exporting To Excel
  13. Submissions: Exporting To PowerPivot For Excel
  14. Submissions: Exporting to Word
  15. Submissions: Exporting To QuickBooks
  16. Submissions: Exporting To QuickBooks Customer
  17. Submissions: Exporting To QuickBooks Estimate, Sales Order, Invoice, Sales Receipt
  18. Submissions: Exporting To QuickBooks Vendor
  19. Submissions: Exporting To QuickBooks Purchase Order
  20. Submissions: Exporting To QuickBooks Item Receipt
  21. Submissions: Exporting To QuickBooks Bill
  22. Submissions: Exporting to QuickBooks Receive Payment
  23. Submissions: Exporting To QuickBooks Time Entry
  24. Submissions: Exporting To QuickBooks Online
  25. Submissions: Exporting To QuickBooks Online Customer
  26. Submissions: Exporting To QuickBooks Online Estimate, Invoice, Sales Receipt
  27. Submissions: Exporting To QuickBooks Online Vendor
  28. Submissions: Exporting To QuickBooks Online Purchase Order
  29. Submissions: Exporting To QuickBooks Online Bill
  30. Submissions: Exporting to QuickBooks Online Time Activity
  31. Submissions: Exporting To Sage 50 (Peachtree)
  32. Submissions: Exporting To Sage 50 Quote, Sales Order, Sales Invoice
  33. Submissions: Exporting To Sage 50 Customer
  34. Submissions: Exporting To Sage 100 (MAS 90 / MAS200)
  35. Submissions: Exporting To Sage 100 Sales Order, SO Invoice, AR Invoice
  36. Submissions: Exporting To SharePoint
  37. Submissions: Exporting To Salesforce.com
  38. Submissions: Exporting To Evernote
  39. Submissions: Exporting Attachments
  40. Submissions: Exporting PDF Report
  41. Submissions: Exporting A Specific Date Range
  42. Submissions: Filtering Submissions
  43. Submissions: Archive
  44. Submissions: Approve Before Exporting
  45. Submissions: Working With Date And Time Values
  46. Submissions: Working With Select One and Select Multiple fields
  47. Submissions: System Fields
  48. Submissions: Handling New Versions Of A Form
  49. Submissions: Networkfleet
  50. Submissions: Fleetmatics
  51. Lookup Table: Adding A New Job
  52. Lookup Table: Settings
  53. Lookup Table: From A Sql Source
  54. Lookup Table: From A File Source
  55. Lookup Table: From QuickBooks
  56. Lookup Table: From QuickBooks Online
  57. Lookup Table: From Sage 50
  58. Lookup Table: From SalesForce.com
  59. Lookup Table: From A SharePoint List
  60. Lookup Table: From NetworkFleet
  61. Lookup Table: From Fleetmatics
  62. Lookup Table: Filtering Records
  63. Dispatch: Adding A New Job
  64. Dispatch: Settings
  65. Dispatch: Format
  66. Dispatch: From An SQL Source
  67. Dispatch: From QuickBooks
  68. Dispatch: Tables And Repeating Sections From An SQL Source
  69. Dispatch: From A File Source
  70. Dispatch: Tables And Repeating Sections From An XML Source
  71. Dispatch: From Salesforce.com
  72. GPS: Adding A New Job
  73. GPS: Configuration
  74. Options: Calculations
  75. Options: Encryption
  76. Options: Proxy Server
  77. Options: Email Notifications
  78. Connecting to Sharepoint.com
  79. Connecting to Sharepoint
  80. Connecting To Cloud File Systems
  81. Connecting To SFTP
  82. Connecting To QuickBooks
  83. Connecting To QuickBooks: User Account
  84. Calculating tax on a form for QuickBooks
  85. Scheduling Jobs
  86. Job Log
  87. Run Jobs From An External Application
  88. Sending Information To Support
  89. Sending Job Configuration to Support
  90. Licensing
  91. Upgrading
  92. Backing Up And Restoring
  93. Webservice Quota
  94. Release Notes
  95. Release Notes 1.15.x
  96. Release Notes 1.14.x
  97. Release Notes 1.13.x
  98. Release Notes 1.12.x
  99. Release Notes 1.11.x
  100. Third Party Software

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