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• 5.2 • 5.3 • 5.8

Searching for a Contact Using the Salesforce.com Search Block

This section describes the various ways to use scenario blocks when searching for a contact. For more information on scenario blocks, see the Scenario Builder Reference Guide.


How to Clean the ANI Using Set Variable

Use the Set Variable block with the following properties to clean the ANI from any meaningless symbols.

  • Variable Name: ANI
  • Value: =replace("$(item.from)","^\\+*1","","")


Sfdc-integration-guide-image34.png


How to Set a Value for the SFDCANI Using Set Variable

Use the Set Variable block with the following properties to set a value for the SFDCANI.

  • Variable Name: SFDCANI
  • Value: =replace("$(ANI)","(\\d{3})(\\d{3})(\\d{4})","%\\1%\\2%\\3%","")


Sfdc-integration-guide-image35.png

How to Use the Salesforce.com Search Block

Use the Salesforce.com Search block with the following SOQL query:

SELECT Id, Name, Account.Id FROM Contact WHERE Phone LIKE '$(SFDCANI)' or MobilePhone LIKE '$(SFDCANI)'


Salesforce.com Search properties


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