Blueprints

Query customer data from Salesforce

Source

yaml
id: salesforce-query-company
namespace: company.team

tasks:
  - id: query_contacts
    type: io.kestra.plugin.ee.salesforce.SoqlQuery
    connection:
      username: "{{ secret('SALESFORCE_USERNAME') }}"
      password: "{{ secret('SALESFORCE_PASSWORD') }}"
      authEndpoint: "{{ secret('SALESFORCE_AUTH_ENDPOINT') }}"
    query: "SELECT Id, Name, Industry, Type, Website, Phone FROM Account WHERE
      CreatedDate = LAST_WEEK"
    fetchType: STORE

About this blueprint

Business

This flow queries companies (Accounts) from Salesforce created in the last week.

Soql Query

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