Get output of one Salesforce Workflow Task and use in a subsequent one? | XM Community
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Get output of one Salesforce Workflow Task and use in a subsequent one?

  • March 9, 2022
  • 1 reply
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We've got a requirement to create up to two different Salesforce records when a survey response is received. First one triggers always, and second one is conditional (based on the survey responses received).
On Salesforce, we want the second one to link to the first. So ideally, I'm looking for a way to get the objectId from the first workflow task, and use it as a reference in the second. If I try to do like the piped text reference code (e.g. ~{ch://OCAC_xxxxxxxxxx/objectId} ) as a specified value in the field mapping on the second SF task, it won't let me save, because it's not in the correct format.
Any clues on how I can make this happen? Can I set an embedded data item perhaps during the workflow after the first task? - couldn't see anywhere how to make that happen.

Best answer by ColbyA

Do you have a need to have the conditional second record in Qualtrics?
Depending on how your objects are related, would this be better served with creating a flow in Salesforce to create the second record based on your conditions? That way you can carry over your object ID from the first record into the second and have a direct link instead of creating circular workflows in multiple systems.

1 reply

ColbyA
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  • ColbyA
  • Level 4 ●●●●
  • Answer
  • March 17, 2022

Do you have a need to have the conditional second record in Qualtrics?
Depending on how your objects are related, would this be better served with creating a flow in Salesforce to create the second record based on your conditions? That way you can carry over your object ID from the first record into the second and have a direct link instead of creating circular workflows in multiple systems.

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