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Salesforce Pack Documentation
Formulas

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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
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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
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)
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

Return all custom field chips or a bulleted list of all custom fields and values

All Custom Fields as Bulleted List

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