Salesforce - Search records in bulk using SOQL query action

This action retrieves a CSV stream of Salesforce records that match the SOQL query you provide. This action uses the Salesforce bulk API. Refer to the SOQL guide for more information about SOQL or the Salesforce bulk operations guide for more information about bulk operations.

API VERSIONS

This action exists in both API v1.0 and API v2.0 versions. Workato recommends using the bulk API v2.0 for optimal performance. This version reduces the impact on Salesforce API limits by batching records more efficiently.

SELECT CLAUSE IN SOQL

SOQL queries don't support the SELECT * operation often used in SQL queries. You must specify specific fields to retrieve in the SELECT clause.

Input

Input fields	Description
SOQL query	Provide a valid SOQL query excluding the LIMIT param. Enclose clauses with parentheses for logical operators.
Include deleted records?	Select whether to include deleted records in the results. Defaults to No.
Include header line?	Select whether to include the header line in the CSV results.
Retain failed job logs on Salesforce interface?	Select whether to persist failed job logs in Salesforce. Defaults to No.
Wait for Salesforce to process all CSV rows? (Advanced configuration)	Select whether to run the action synchronously. Select Yes to wait until Salesforce processes all rows in the CSV file before starting the next action. Select No to start the next action after the CSV file is uploaded to Salesforce. Bulk operations are asynchronous by default.

Output

Output fields	Description
Job ID	The Salesforce ID of the job.
All records successfully processed?	Specifies whether all CSV rows across Salesforce bulk jobs were processed successfully.
CSV results	The retrieved records as a CSV stream. You can write the CSV stream to a file using a file connector, such as Box or SFTP. You can also parse it as a list of data in Workato using the Parse CSV action in the CSV tools by Workato utility connector.
Number of records processed	The total number of CSV rows processed in Salesforce, excluding the header row.
Number of records failed	The total number of CSV rows that encountered issues and were not processed in Salesforce.
Number of retried records	The total number of CSV rows that retried processing in Salesforce. This field is relevant for the Retry objects bulk job in Salesforce from CSV file action.
Processing time	The amount of time spent processing records.