You will need to specify the object in Salesforce that the data is coming from, filters, how to order the data returned, and the specific fields that you want the API to return. Within the filter section, you can apply inputs that will get exposed to the end user. You can also pull directly from a Salesforce report by selecting “Reports” as the Source, then choosing the specific Salesforce report you want to use to create the dynamic content.
Salesforce has limits on the amount of API requests you can make in a 24 hour period. To see how many requests you have go to Setup > Company Information.
Also note that date inputs in Matik output values of type date in Salesforce. In order to filter on a datetime field, you’ll need to either convert the field to type date, or use the DAY_ONLY() function in the Salesforce SOQL query interface in Matik.
Check out this video for a deep dive on how to create dynamic content using Salesforce as a data source.
Please sign in to leave a comment.