Get Opportunities
Use this action to get the details of one or more opportunities from your Salesforce account.
Using the Get Opportunities Action
To use this action in your workflow, connect it to ThingWorx Flow. To connect to the flow, do the following:
1. Drag the Get Opportunities action under the Salesforce connector to the canvas, place the pointer on the action, and then click or double-click the action. The Get Opportunities action window opens.
2. Edit the label name, if needed. By default, the label name is same as the action name.
3. To add an authorization, refer to the section Authorize Salesforce in the Salesforce connector topic.
If you previously added an authorization for Salesforce, select an authorization from the list.
4. Click + to view the additional fields:
Select the Search Criteria to apply on the filter.
Match All Filters—The data is fetched only if the criteria set in all the filters match.
Match Atleast One Filter—The data is fetched if the criteria set in any of the filters match.
In the Filter section, click Add, and then enter the following details:
Select the Field Name for which you want to apply this filter.
Select an Operator to apply on the filter.
Enter the expected Value for the filter. Multiple values are supported for the operators IN and NOT IN.
Click Add to enter multiple filters.
Enter the Starting Index you want to fetch the record from. The maximum offset value is 2,000 rows. If you request an offset value more than 2,000, it will result in an error.
In the Record Size to be Returned field, enter the size of the record to be returned, such as 10.
In the Sort by Field, select or specify the name of the field by which you want to sort the response.
Select a Sorting Order by which you want to sort the response.
5. Click Done.