Salesforce: Lookup user

🕙  1 minute read

Use this action to search for users within Salesforce that match the entered criteria.

Use case

  • Contact users within Salesforce accounts
  • Pull up user information to reference in later automation
  • Assign tasks within Catalytic using their email
  • Add new team members to Catalytic
  • Confirm information accuracy by checking user information against another database

How to configure this action

This action requires a preconfigured Salesforce integration. For more information on integrating Catalytic with other systems, please refer to the Integrations section of our help documentation.

Fields for this action

  • Integration

    • Select your team’s integration from the list
  • User Id

    • The 15 digit ID for the user
  • Username

    • The name that a user enters to log in to the API or the user interface
    • The value for this field must be in the form of an email address, and all characters should be lowercase
  • Last Name

    • Last name of the user
  • First Name

    • First name of the user
  • Email

    • The user’s email address
  • Alias

    • The alias of the user
  • Custom field 1 (2, 3, 4, 5) API Name

    • Define a custom field to update. To find the API Name, view the field in Salesforce Setup. Custom fields typically uses the format FieldName__c
  • Custom field 1 (2, 3, 4, 5) value

    • Set the value to store in the custom field.

What will this output?

All output fields will store under the custom field value giving during the action configuration.

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