This lesson will cover the following topics:

01 | Getting Started
02 | Advanced Tab
03 | Remove Empty Conditions
04 | Map Error To
05 | Translate Content to Another Language
06 | Record Type Filtering
07 | Got Feedback?

01 Getting Started

This tutorial covers some of the Advanced options when configuring a Get.

02 Advanced Tab

1. Navigate to the Salesforce Integration window.

2. Select Create New under the Get Record tab or click on an existing Get.

Salesforce Integration window showing the get record tab

3. Click the Advanced tab.

Map Salesforce Fields window showing the advanced tab

03 Remove Empty Conditions

The Remove Empty Conditions feature ensures that any conditions that are left empty will be ignored - for example, if you only want to display opportunities with both an account and stage selected, if the stage is left blank the accounts will still be displayed.

04 Map Error To

This feature allows you to map any errors returned from Salesforce to a variable. Before you can use this feature, you will need to create a static variable in your project. When you enable the Map error to checkbox, use the dropdown to select the variable the error will be mapped to.

Map Salesforce fields advanced tab showing map error to config

05 Translate Content to Another Language

You can choose to translate content, the translated content must be stored in Salesforce - for example, a dropdown picklist that is dynamically mapped to Account SLA. Enable the Translate content to another language toggle switch and select the language from the dropdown.

Map Salesforce fields advanced tab showing translation config

06 Record Type Filtering

You can choose to filter your values depending on a Salesforce record type. Enable the Record type filtering toggle switch and use the dropdown to select your Record Type.

Map Salesforce fields advanced tab showing record type filtering

07 Got Feedback?

Additional Resources