This lesson will cover the following topics:

03 | Up To
05 | Sum Total

01 Getting Started

This tutorial covers how to work with multiple matches when configuring Gets.

02 Object Settings

When retrieving records from Salesforce, there can often be multiple matches.

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 with get records tab displayed

You can configure multiple match criteria in the Object Settings tab.

Map Salesforce fields with object settings tab showing the multiple matches limit

03 Up To

You can choose to limit how many records Titan will pull into your project.

Map Salesforce fields with object settings tab showing the multiple matches limit

04 Sort Order

Under the Sort Order tab, you can choose how your data is organized - for example, You can organize the Salesforce data by Account Name in Ascending order.

You can add multiple sort order criteria to organize your data.

Map Salesforce fields with sort order tab displayed


05 Sum Total

Using variables you can sum the total value of data that is comma separated. To do this, you will need to create a Formula variable that will calculate the sum of any field or variable on your project. For example- calculate the sum amount of the retrieved opportunities. When mapping the Get, ensure to map the Amount Salesforce field to the corresponding field or variable. On your Formula variable simply map the relevant Amount field or variable.

Map Salesforce fields with mapping tab displayed showing the amount config

Numeric variable window

When using debug mode, you will see the total sum value stored in the variable.

debug project window showing total value mapping

06 Got Feedback?

Additional Resources