{"id":256,"date":"2021-02-18T08:33:39","date_gmt":"2021-02-18T08:33:39","guid":{"rendered":"http:\/\/167.71.55.215\/?page_id=256"},"modified":"2022-08-12T13:02:38","modified_gmt":"2022-08-12T13:02:38","slug":"configuring-a-query","status":"publish","type":"page","link":"https:\/\/info.documotor.com\/?page_id=256","title":{"rendered":"Configuring a Salesforce Query"},"content":{"rendered":"\n<p>In this guide, we will focus on the right-hand side section of the Admin page i.e., the the Query designer. <\/p>\n\n\n\n<p>The Query designer allows us to construct a Salesforce SOQL query to a specific record object (and its children) and bind it with a DocuMotor template. <\/p>\n\n\n\n<p>The designer looks as following:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" width=\"1024\" height=\"695\" src=\"https:\/\/info.documotor.com\/wp-content\/uploads\/2021\/02\/image-20-1024x695.png\" alt=\"\" class=\"wp-image-457\" srcset=\"https:\/\/info.documotor.com\/wp-content\/uploads\/2021\/02\/image-20-1024x695.png 1024w, https:\/\/info.documotor.com\/wp-content\/uploads\/2021\/02\/image-20-300x204.png 300w, https:\/\/info.documotor.com\/wp-content\/uploads\/2021\/02\/image-20-768x522.png 768w, https:\/\/info.documotor.com\/wp-content\/uploads\/2021\/02\/image-20-1200x815.png 1200w, https:\/\/info.documotor.com\/wp-content\/uploads\/2021\/02\/image-20.png 1284w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol><li>DocuMotor templates dropdown. This will list all DocuMotor templates from your unit.<\/li><li>This dropdown contains all Salesforce objects available for querying.<\/li><li>Parent objects available for the selected object.<\/li><li>Child objects available for the selected object. <\/li><li>Delete Query will remove the constructed query from the selected DocuMotor template.<\/li><li>Navigate to template designer in DocuMotor for selected DocuMotor template.<\/li><li>The Save query button will save the constructed query (root object, parent, and child objects selected) and bind it to the selected template. <\/li><\/ol>\n\n\n\n<p>You can now add the created button to a Salesforce page.<\/p>\n\n\n\n<div class=\"wp-container-1 wp-block-buttons\">\n<div class=\"wp-block-button is-style-outline\"><a class=\"wp-block-button__link\" href=\"https:\/\/info.documotor.com\/?page_id=68\">&lt; Previous<\/a><\/div>\n\n\n\n<div class=\"wp-block-button is-style-fill\"><a class=\"wp-block-button__link\" href=\"https:\/\/info.documotor.com\/?page_id=672\">Configuring a template&gt;<\/a><\/div>\n<\/div>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In this guide, we will focus on the right-hand side section of the Admin page i.e., the the Query designer. The Query designer allows us to construct a Salesforce SOQL query to a specific record object (and its children) and bind it with a DocuMotor template. The designer looks as following: DocuMotor templates dropdown. This [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":50,"menu_order":2,"comment_status":"closed","ping_status":"closed","template":"templates\/template-full-width.php","meta":[],"_links":{"self":[{"href":"https:\/\/info.documotor.com\/index.php?rest_route=\/wp\/v2\/pages\/256"}],"collection":[{"href":"https:\/\/info.documotor.com\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/info.documotor.com\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/info.documotor.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/info.documotor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=256"}],"version-history":[{"count":23,"href":"https:\/\/info.documotor.com\/index.php?rest_route=\/wp\/v2\/pages\/256\/revisions"}],"predecessor-version":[{"id":3030,"href":"https:\/\/info.documotor.com\/index.php?rest_route=\/wp\/v2\/pages\/256\/revisions\/3030"}],"up":[{"embeddable":true,"href":"https:\/\/info.documotor.com\/index.php?rest_route=\/wp\/v2\/pages\/50"}],"wp:attachment":[{"href":"https:\/\/info.documotor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=256"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}