This document outlines the functionality and characteristics of the Salesforce Reader node, which enables automated data retrieval from Salesforce objects.

Node Inputs

Required Fields

  • Object: Select Salesforce object (e.g., Account, Lead, Contact)
  • Fields: Choose which fields to retrieve from the object

Optional Fields

  • List View: Filter records using predefined Salesforce views
    • Select “All Views” to read from entire object
  • Max Records: Number of records to retrieve

Node Output

Each selected field becomes an output containing the corresponding data.

Node Functionality

The Salesforce Reader node retrieves data from specified Salesforce objects.

Key features include:

  • Dynamic field selection
  • List view filtering
  • Customizable record limits
  • Multiple object support
  • Batch processing support
  • Secure authentication with Gumloop

When To Use

The Salesforce Reader node is essential when you need to extract data from Salesforce. Common use cases include:

  • Data Export: Pull specific record information
  • Report Generation: Collect data for analysis
  • Record Monitoring: Track changes in specific views
  • Data Integration: Feed Salesforce data to other systems

Some specific examples:

  • Reading contact information for email campaigns
  • Extracting account data for reporting
  • Monitoring lead status changes
  • Gathering opportunity details for analysis

Important Considerations:

  1. Requires Authentication with Salesforce - Set up in the Credentials page
  2. Field availability depends on object type
  3. ”All Views” option reads entire object

In summary, the Salesforce Reader node provides flexible data extraction from Salesforce objects, supporting filtered views and customizable field selection for efficient data retrieval.