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Query

Learn more about querying a workflow automation

Introduction

A query allows you to select a target based on specific criteria. You can associate a segment code with the query results and insert additional data into it. By customizing the search parameters, you can obtain query results tailored to your criteria for work items. A query consists of various conditions that define your search, bringing results in line with the set parameters.

Tutorial

To create a sample query and debug the results using Salesforce Accounts as an example, follow the tutorial below:

Query Creation Process

Example Query: Get Salesforce Accounts and print using Debug.

  1. Login to DBSync Cloud Workflow: Navigate to the DBSync website and click on Login and choose Cloud Workflow.

  2. Enter Login Credentials: Provide your User Name and Password set up during signup, then click Login.

  1. Navigate to the Home Screen: You'll be redirected to the DBSync Cloud Workflow Home Screen.

  1. Create a Project: Click Create and name the project Query.

  2. Add a Task: Add a task and name it Query Salesforce Accounts.

  3. Assign it to Bot and click Configure.

  4. Configure the Query: Drag and drop a Flow action. Click Configure and provide a description for the flow (e.g., Get SF Accounts Information).

  1. Drag and drop a Query action. Click Configure, select the Source as Salesforce, and Object as Account.

  1. In the configure query section, select All fields or choose individual Salesforce fields. Select All Fields.

  2. Preview the Results: Click Preview from the Configure Query section. The Salesforce objects will be displayed as Rows in the Result section.

  3. Debug the Query: Drag and drop a Debug action. Click Configure and define the variable.

  1. Click the fx icon to access the schema, then drag and drop the name schema onto the debug panel. Select the correct Name field to display the Salesforce account names.

PRO TIP

When using the Debug action, ensure you select the correct field schema to avoid confusion and ensure accurate data output.

Run the Integration:

  1. Click the Close icon and Save.

  1. Click the Run icon to execute the integration.

  2. The console will display the executed query and print the Salesforce Account Names.

Frequently Asked Questions (FAQ)

  1. Can I use multiple conditions in a single query?

Yes, you can create queries with various conditions to customize your search parameters and obtain results based on specific criteria.

  1. How do I preview the results of a query before executing it?

Click the 'Preview' option in the 'Configure Query' section to display all relevant objects in the results section before executing the query.

  1. What are the benefits of using queries in workflows?

Queries allow users to select targets based on criteria, customize search parameters, and associate segment codes with query results, enabling efficient data management and workflow automation.

  1. What are the different data sources I can query from?

You can query from various data sources, including Salesforce and other JDBC-compliant databases like MySQL, Oracle, and DB2.

  1. Can I combine data from multiple objects or tables in a single query?

Yes, you can combine data from multiple objects or tables in a single query in DBSync Cloud Workflow, allowing you to pull and analyze data from different sources simultaneously.

Related Content

  • Log Management - This section explains how to manage and view logs in DBSync, helping you troubleshoot and monitor integration processes.

  • Transformation Examples - This page offers examples of how to use query transformations in your integration projects within DBSync.

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