Salesforce In step

The Salesforce In step is used as a source step if you want to put an array/ list of data in a field on Salesforce.

To create a connection to Salesforce, you must have an account on Salesforce first.

To create a connection to Salesforce in this step, click on the plus icon that is next to the word “Connection” that is highlighted below.


Then type a connection name, choose a connection type and fill in the credentials to get authorization based on the connection type you chose as shown below.

In the Command field, type in a query using Salesforce Object Query Language (SOQL) to create the array/ list and customize what data you want to go in it.

In the In field that is highlighted in the below image at the bottom, you can put the array/ list field name which will have the list of values in it or you can manually type in an array/ list of values that you want to be pushed into the created list/ field on Salesforce.

In the Size field, you can change the size of the In statement to batch.
In the Limit field, you can change the maximum number of records to fetch.