Searches records in Salesforce for term(s) of your choosing and outputs the unique ID of the first record that is found matching your search term(s). Because only one record ID is returned, we recommend searching by a unique term (for example, Email if you are searching for a contact) to ensure this action outputs the ID you are looking for. Are you looking for Gainsight help? Click here.

Options

  • Record type (dropdown): a dropdown of your available record types in Salesforce, including custom records

Input Fields

Input fields are dynamically generated and will reflect the fields that are available in your Salesforce instance for that record type. You can search by a minimum of one or a combination of multiple inputs to find the record ID. Any field with _c at the end is a custom field. NOTE: If you are searching by a date field in this action, it must be in standard UTC format.

Output Fields

data 

  • id (number): the unique identifier in Salesforce of the first record that was found matching your search term(s)