Get Account ASI

This workflow queries the outside application to retrieve the latest information about the account. It returns the new information and synchronizes the account on the current application.

  • Query Account By ID. Queries for the account on the current application using the object ID. Returns an account property set containing the account information.

  • Isolate Integration ID. In the next step, the workflow uses a query by example. Query by example takes the property set and looks for an account with exactly the same values for the fields in the property set. If the account has changed on the outside application, then those values no longer match. The workflow must query by a value that does not change (the integration ID). Isolate Integration Id takes in a property set and removes all the fields, except the integration ID.

  • External Account Proxy. Using the property set, which has only an integration ID now, this step queries by example on the outside applications. After it finds the account with that integration ID, it returns an account property set containing the account information.

  • Synchronize Account. Takes the account property set returned by the previous step and synchronizes it with the account in the current application.