Salesforce

Look up an object in Salesforce

Configuration

Option	Description
`Salesforce account` Type: integration Required: True
`Object` Type: string Required: True	The Salesforce object to search, such as `Lead` or `Contact`.
`Match field` Type: string Required: True	The field to match on, such as `Email`. Unlike the update step, this does not have to be an External ID field.
`Match value` Type: string Required: True	The value to match. The step fails if this is empty, so map it to a property that is set by the time the step runs.
`Fields to return` Type: string Required: False	Comma separated fields to return on the matched record. `Id` is always included. Workflow variables share a 5 KB limit, so avoid long text fields here, or set a result path on the output variable to store only what you need.

Using our REST API you can create this destination like so:

Terminal
# Create a new destination
curl --location 'https://us.i.posthog.com/api/environments/:project_id/hog_functions' \
--header 'Content-Type: application/json' \
--header 'Authorization: Bearer <POSTHOG_PERSONAL_API_KEY>' \
--data '{
    "type": "destination",
    "name": "Salesforce",
    "inputs": {
        "oauth": {
            "value": ""
        },
        "object": {
            "value": ""
        },
        "match_field": {
            "value": ""
        },
        "match_value": {
            "value": ""
        }
    },
    "enabled": true,
    "template_id": "template-salesforce-lookup"
}'