Talkdesk Studio

Talkdesk Studio Advanced Documentation

Welcome to Talkdesk Studio Advanced Documentation. Here you can find comprehensive documentation to help you deep dive and learn how to make the most of Talkdesk Studio.

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Salesforce Data Dip

Note: A total of five Salesforce Data Dips are supported per call flow.

If you are using Talkdesk for Salesforce, you can search for specific information in Salesforce with Salesforce Object Query Language (SOQL).

Example:

To retrieve the most recently modified opportunity for a contact (owner email, stage and account name), use the query below.

Bear in mind that in this example, the escape tag is being used because we intend to retrieve a name containing an apostrophe (e.g. O’Conner).

The purpose of using this tag is to deal with the single quote character and to ensure that names with single quotes do not break the SOQL query.

When used in this context, the SOQL query will be executed successfully and as expected.

SELECT ID, StageName, Account.Name FROM Opportunity WHERE AccountId IN
(SELECT AccountId FROM Contact WHERE Name ='<escape>%{current_flow.contact_name}</escape>') ORDER BY LastModifiedDate
DESC

On the other hand, if a SOQL query is defined in a given Salesforce step using a “contact_name” variable in which the name contains an apostrophe and the escape tag is not used, as shown in the example below, there will be an upstream error and your Studio flow might not work properly.

SELECT ID, StageName, Account.Name FROM Opportunity WHERE AccountId IN
(SELECT AccountId FROM Contact WHERE Name ='%{current_flow.contact_name)') ORDER BY LastModifiedDate
DESC

Updated 7 months ago

Salesforce Data Dip


Note: A total of five Salesforce Data Dips are supported per call flow.

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