There are 2 methods solutions to this: 1) Toggle to match by name or find by name. 2) Add a Salesforce Search Objection action to get out the Salesforce ID and the ID in the search object step can be used as the parent ID.
How do I find a user's Salesforce ID?
https://<YourInstanceOrMyDomainHere>.lightning.force.com/lightning/setup/ManageUsers/page?address=%2F 00530000003xqAb %3Fnoredirect%3D1%26isUserEntityOverride%3D1 In each URL above, the User's Salesforce ID is 00530000003xqAb Navigate to the User's Profile. For instructions, see our Manage Profile Lists documentation.
Can I'find by name'in Salesforce?
Although Workato allows you to 'Find by name', let us still review some of the basics of Salesforce so that you can understand how to map data to these fields. What is a Salesforce ID? Every record in Salesforce is marked by a unique identifier, or an ID.
Are Salesforce IDs always alphanumeric?
The most important thing to note here is that Salesforce IDs are always alphanumeric, that is it is a combination of numbers and characters. How do you get an ID of an object that I'm looking for?
How do I contact Salesforce customer support?
You can contact Salesforce Customer Support via the methods available to you through your Success Plan using the channels and availability noted below. For full steps and details to create and manage Support Cases online through Salesforce Help, see our “ Submit or update a Case with Salesforce Support ” article.
How do I find my salesforce community user ID?
Open the page on which you want to display the current community user's information. From the Page Elements pane, drag a Content Block or Custom Code page element onto the page. Type {! CurrentUser.
How do I view a community user in Salesforce?
If you want to log in as a community user from Salesforce platform, go to the created contact and click on 'Log in to Community as User ' button and select your community.
How do I query a community user in Salesforce?
How to query Internal, Community/Portal and Community/Portal Users in Salesforce using SOQL?Internal Users: SELECT Id, Name, IsActive, Profile.Name FROM User WHERE ProfileId IN ( SELECT Id FROM Profile WHERE UserType = 'Standard' )Customer Community/Portal Users: ... Partner Community/Portal Users:
What information about the user is present on the user detail page?
The User Detail page displays user's Role, Profile, contact info, and their recent login history.
What is Salesforce communities?
What are Salesforce Communities? Salesforce is a San Francisco based company that provides customer-relation management (CRM) software solutions. Above all, Salesforce communities are brand spaces that work to facilitate collaboration and connection for employees, business partners, and customers.
How do I set up a customer community in Salesforce?
Step 1.) From setup, search for 'All communities' and select it. Step 2.) Click on New Community button to create a new community.
How do you access communities in Salesforce?
How to enable community in Salesforce? To enable community in Salesforce go to setup -> Build -> Customize -> Communities and click on settings. and check enable communities check box and enter your domain name and save it.
How do I access community builder in Salesforce?
To access Experience Builder:From the global header menu in Experience Workspaces or Experience Management, click Experience Workspaces | Builder or Experience Management | Go to Experience Builder.From the All Sites page in Setup, click Builder next to the site name.More items...
How do I query a customer portal in Salesforce?
Query against multiple contacts List
What is guest user in Salesforce community?
A guest user is anyone you can use for applications like event management applications, volunteer applications, donation applications and many more. The Salesforce feature that allows accommodation of these “external users” is the SITE GUEST USER.
How do I find a guest user in Salesforce?
In Salesforce Setup, enter All Sites in the Quick Find box and select All Sites. Next to the site that you want to access, click Builder. In Experience Builder, click the Settings icon and select General. Under Guest User Profile, click the guest user profile link.
How do I login to a Salesforce portal user?
If you have not enabled your portal, select Enable Customer Portal or Enable Partner Relationship Management and click Save....Configure the portal as follows:Select the Login Enabled checkbox.Select a user for the Administrator field.Optionally, set the Logout URL . ... Click Save.
What is a Salesforce ID?
Every record in Salesforce is marked by a unique identifier, or an ID. You can know a record's ID by going to the record's detail page, and take a look at its link in the browser.
How do you get an ID of an object that I'm looking for?
When a Salesforce action in Workato asks for an ID, It specifically asks for that. No other IDs from any other application will work.
Create and Manage Support Cases Online via Salesforce Help
For full steps and details to create and manage Support Cases online through Salesforce Help, see our “ Submit or update a Case with Salesforce Support ” article.
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