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  • Inputs
  • Outputs
  1. Automation Builder Kit (ABK)
  2. Actions
  3. Dynamic Books

Retrieval

Automate retrieving accounts from rep books.

PreviousDynamic BooksNextFlow Lifecycle

Last updated 2 years ago

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 objects as an input to other actions such as .

Inputs

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.

Outputs

Name
Type
Description

assignments

List<>

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.

Assignment
Send Single Assignment Email
Assignment