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Salesforce Filter

Expression Grid​

Column        Description                                                                            
Logic          Select the logical conjunction to be used to combine the expressions from the dropdown
Field          Select the field on which the filter is to be applied from the dropdown                
Operator      Select the conditional operator to be used in the expression from the dropdown        
Value          Specify the value of the selected field to filter                                      
Sort DirectionSelect the sorting direction to apply to the chosen field.              
NULLS          Specify the position of null values in the sorting order.                          
                                                                                                      

Logical Conjunctions​

OptionDescription                                                    
AND    Performs logical AND operation between the fixed terms
OR    Performs logical OR operation between the fixed terms          
NOT    Performs logical NOT function on the current expression
                                                                      

Sort Directions​

Salesforce Filter

OptionDescription                                                    
ASC    Performs sorting operation in ascending order                  
DESC  Performs sorting operation in descending order                  
                                                                      

Nulls Directions​

Salesforce Filter

Option          Description                                                    
at the beginningPlaces the null values at the beginning of the sorting order    
at the end      Places the null values at the end of the sorting order          
                                                                                

Salesforce Filter​

Use this option to define and apply filter criteria to configure the filter, sort expressions, and retrieve specific records and sort them based on selected fields. Available fields dynamically adjust based on the record type chosen.

note

The sort expressions is available for only Get Records activity.

Salesforce Filter

Number of Records​

Apply a filter by setting the number of records to be fetched, satisfying the specified filter condition. Otherwise, it brings all the records satisfying the filter condition.

Salesforce Filter

Building filter expressions​

Salesforce Filter

  • Click on the + button available in the dialog
  • Select the field from the dropdown and apply the filter to the record.
  • Select the conditional operator from the dropdown
note

The conditional operator list dynamically changes based on the field selected.

  • Specify the value to be used for the filter
note

You can build complex expressions by combining more expressions with appropriate conjunctions.

Salesforce Filter

  • Click on the + button
  • Select the conjunction from the dropdown
  • Continue building expressions

Building sort expressions​

Salesforce Filter

  • Click the + button in the dialog to add a new sort expression.
  • Select the desired field from the dropdown to apply sorting based on that field.
  • Choose the sorting direction (ascending or descending) from the dropdown.
  • Define the placement of null values for the selected field within the sort order