Salesforce Path Variables
Use FlowEQ to retrieve field data from an object linked to the current Salesforce object
Salesforce allows you to link objects together. For example, a Case object can be linked to an Account object. FlowEQ allows you to retrieve field data from the linked object using path variables. Doing so requires knowing the Field Name (not the Field Label) as well as the API Name of the current object and child object you want to get data from.
The object API Name can be found in Salesforce by going to Setup > Object Manager > [Object Name]. The API Name can be found on the Details page.
The field’s Field Name can be found by going to Setup > Object Manager > [Object Name] > Fields & Relationships. In this table, there will be a list of all the fields on the object. The Field Name is the second column in the table.
The Field Name and API Name are case sensitive when using them in FlowEQ. If you are having issues with a path variable, check the spelling and case of the API Name and Field Name.
Path Variable Syntax
The syntax for a path variable is as follows:
floweq.salesforcePath
— this first section tells FlowEQ to treat the rest of the variable as a path variable. This is the same for all path variables.
OBJECT
— This is the API Name for the current object. This tells FlowEQ what object type you are on and where to start.
CHILD_OBJECT
— This is the API Name for the child object. This tells FlowEQ the child object you want to retrieve data from. This is the object that is linked to the first object.
FIELD
— This is the Field Name for the object you want to retrieve data from. This is the field you want to get data from on the child object.
If the OBJECT
or CHILD_OBJECT
is a custom object, the API Name will usually show as ending with a __c
. We’ve seen some situations where the API Name for the object needs to be changed in FlowEQ from __c
to __r
. This is due to how Salesforce handles custom objects.
Examples
Before jumping into a Flow and trying to add these variables, we recommend using the Tester tool in FlowEQ to test the path variables. This will allow you to see if the variable is returning the correct data before adding it to a Flow.
To open the Tester tool, go to and object where FlowEQ Sidekick is available, click the Settings () Icon, then select Tester.
One Layer Deep
An example of a path variable that retrieves the FirstName
field from the Contact
object linked to the currently Case
object is as follows:
Two Layers Deep
In situations where you have a child object that is linked to another child object, you can use the following syntax to retrieve data from the second child object. For example, if you want to retrieve the EndDate
custom field from the Contracts
custom object linked to the Contact
object linked to the currently Case
object, you would use the following syntax: