3.3 Create a Query Predicate


A Query Predicate helps you to query conditions for data extraction from the data table and allows you to view that data in Salesforce. This allows you to filter data according to your query parameters and tells Overcast which subset of data to pull from the external system.

 

1. On your Integration Scenario, under the Query Predicate section, select New Query Predicate.

 

2. Enter a Query Predicate Name that will allow you to identify this group of criteria in a later step.

 

Select the Fields and enter the corresponding Operator and Value to complete the filter criteria (1). Enter the Filter Logic for the Criteria (2). Select Save (3).

Filter Logic must be entered when inputting more than one field, even if this is "AND" criteria. If not, the Query Predicate will not save.

 

3. On your Data Synchronization Integration Scenario, select Run.

 

4. Ensure the Scenario and Scenario Input is correct, and that the Action Type is "Run". Click Run scenario.


 

5. You will land on the Monitoring Tab where you can see Scenario Executions. Review to see if the Status displays the green check icon. 
For Data Synchronization, you can expect to see two Scenario Executions: One for Read and one for Mapping.

6. Open your Account Tab to see the List View of records matching the criteria of your Query Predicate. 
 
 
7. Navigate to an Account Record in Salesforce.  The fields you selected during Object Mapping (Step 3.2) will be inserted on records matching the criteria of your Query Predicate. 
You must have the fields visible on the page layout in Salesforce, in order to see the data on the record.
 
Next, you will set up a Scheduled Job.