Salesforce Pack Documentation
Share
Explore
Salesforce Pack Documentation
Formulas

Standard Formulas

Formulas that take the URL or Salesforce ID for a given object
Standard formula details
3
1
Opportunity()
Open
Lookup one or more Opportunity records in Salesforce by its ID or URL.
2
Account()
Open
Lookup one or more Account records in Salesforce by its ID or URL.
3
Campaign()
Open
Lookup one or more Campaign records in Salesforce by its ID or URL.
4
Contact()
Open
Lookup one or more Contact records in Salesforce by its ID or URL.
5
Lead()
Open
Lookup one or more Lead records in Salesforce by its ID or URL.
6
Case()
Open
Lookup one or more Case records in Salesforce by its ID or URL.
7
Task()
Open
Lookup one or more Task records in Salesforce by its ID or URL.
No results from filter
⁠
Parameters
⁠
Required
account : The Salesforce account used to pull in this data.
ContactUrlOrId : URL of or ID to the given Contact
⁠
⁠

Examples
Salesforce::Contact( [account], [Contact Id] ).First()
[Contact Id] is a column that holds the unique contact id of a contact
Retrieve a Salesforce contact from their Contact Id
Contact from Contact Id
Salesforce::Contact( [account], [Contact Id] )
Returns the Contact with the matching Contact Id and shouldn’t need the First() formula, because each unique contact should have their own unique id.
Return a core field value or a custom field value from a Salesforce contact
Custom Single Field Value (PQL)
[Contact from Contact ID].Custom.Filter( CurrentValue.Name.Lower()=Lower("PQL Score") ).First().Value
The Contact name, or any other standard field value, can be reached with simple dot notation
Use a control to return a custom field value
Custom Field Chooser Result
WithName( [Contact from Contact ID].Custom.Filter( CurrentValue.Name.Lower()=[Choose Custom Field 2].Lower() ).First(), CustomFieldValue, Concatenate( CustomFieldValue.Name, ": ", CustomFieldValue.Value ) )
Return all custom field chips or a bulleted list of all custom fields and values
All Custom Fields as Bulleted List
[Contact from Contact ID].Custom.ForEach( Concatenate( CurrentValue.Name, ": ", CurrentValue.Value ) ).BulletedList()

Gallery
Share
 
Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.