Salesforce Pack Documentation
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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

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()

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