Retrieval
Automate retrieving accounts from rep books.
Bookbuilder must be enabled to use this action.
Use this action to execute an account retrieval to pull accounts from reps books. When used in a schedule-triggered flow, this action allows for automatically pulling back unworked accounts on a regular schedule from a team of reps so that the accounts can be redistributed to others.
To use this action, first set up a retrieval template in Bookbuilder to define the retrieval you’d like to use. Then in the Flow action, select the Retrieval Template you’ve previously configured to run in the flow.
Use the assignment or assignments output to see information about the assignments that were performed as part of a Flow run. You can use the individual Assignment objects as an input to other actions such as Send Single Assignment Email.
Please note that you will not directly interact with these input fields as you do with some Flow Actions. Instead the Gradient Works custom editor takes care of the heavy lifting.
Name | Required | Type | Description |
|---|---|---|---|
distributionDefinitionIdentifier | No | String | The Retrieval Template Id or Name from Bookbuilder to be used for this Retrieval. |
distributionDefinitionRecord | No | DistributionDefinition__c | Retrieval Template from Bookbuilder to be used for this Retrieval. |
Name | Type | Description |
|---|---|---|
assignments | Information about each of the assignments from the Retrieval. | |
count | Integer | The total number of successful assignments performed from the Retrieval. |
errorMessage | String | Message describing any errors in the Retrieval. |
isSuccess | Boolean | Whether the Retrieval was successful or not. |
Last modified 4mo ago