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Lookup Formulas

Formulas that lookup to a specific ObjectType in Salesforce
Lookup formula details
LookupOpportunities()
Open
Lookup one or more Opportunity records in Salesforce.
LookupAccounts()
Open
Lookup one or more Account records in Salesforce.
LookupCampaigns()
Open
Lookup one or more Campaign records in Salesforce.
LookupContacts()
Open
Lookup one or more Contact records in Salesforce.
LookupLeads()
Open
Lookup one or more Lead records in Salesforce.
LookupCases()
Open
Lookup one or more Case records in Salesforce.
LookupTasks()
Open
Lookup one or more Task records in Salesforce.
No results from filter
⁠
flow-chart

Parameters

⁠
Required
account : The Salesforce account used to pull in this data.
Optional
filter : Filter results using the Salesforce native SOQL WHERE clause.
sort : Sort results using the Salesforce native SOQL ORDER BY clause.
limit : Limit the result count.
offset : Offset the result count.
fields : The list of fields to fetch on the retrieved records. By default, this formula fetches as many fields as possible up to Salesforce’s limit.
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Examples

Salesforce::LookupContacts(
[account],
filter: Concatenate("My_Custom_Field__c = '",[Column],"'")
).First()
My_Custom_Field__c is the field name of which we want to search all contacts
[Column] is a column that holds user ids and because it’s a value we are searching for, it needs to be wrapped in single quotes.

Retrieve a Salesforce contact from their User ID

LookupContacts from User ID
Returns the Contact with the matching user id and makes it a singular value using the First() formula allowing for the use of dot notation for all non-custom fields afterwards.

Retrieve an array of 5 Salesforce contacts from a partial name

Array of Salesforce contacts
We use the limit parameter to limit the returned results to 5
The % symbol is a wildcard value making the statement any name that starts with the Partial name search column value

Return a core field value or a custom field value from a Salesforce contact

Custom Single Field Value (PQL)
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

Return all custom field chips or a bulleted list of all custom fields and values

All Custom Fields as Bulleted List



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