Salesforce Lookup Configuration

Version 21.0.7996


Salesforce Lookup Configuration


The Lookup action retrieves a value from Salesforce and inserts that value into an already-existing Arc message in the flow.

Lookup Query

If you choose Lookup for the Salesforce connector, follow these steps to configure it:

  1. In the ArcESB flow, drag an arrow from the connector that will provide input to the connector.

  2. Under Destination Type, select either XPath to insert the query response values into an XML file or Header to insert the query response value into a message header.

  3. Provide the Destination for the query response values:
    • For XPath, enter the XPath value to the desired destination in the XML file, e.g. /Items/Invoices/Customer.
    • For Header, enter the name of the new message header for the data.
  4. In the Lookup Query, enter the SQL query to retrieve data to retrieve from Salesforce tables.
    • For XPath, format the path as ${XPATH:/path/to/element}. For example, SELECT CustomerID FROM Customers WHERE CustomerName = ${XPATH:/Items/Invoices/Customer}.
    • For Header, format the path as ${HEADER:HeaderName}.
  5. If the query you entered could return multiple values, check Use first result to avoid errors.

    Complete Lookup Query

  6. In the ArcESB flow, drag an arrow from the connector to the connector where you want your resulting XML or Header data to go.

Cache

To perform the Lookup query against a local cached version of the data source, check Enable Cache and configure the fields as needed. If the query returns no results from the cache, it then queries Salesforce directly.

For some applications, this can improve query performance compared to querying Salesforce directly for each Lookup.