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Avonni Query Data Source: A Powerful Way to Access Your Data

The Avonni Query Data Source gives you more control over getting data from Salesforce, going beyond the standard "Get Records" functionality in your flows. It's like a direct line to your Salesforce data, allowing for more flexibility and customization.

Benefits of Using the Avonni Query Data Source

Access More Data

Retrieve data beyond the 50,000-record limit of "Get Records."

Advanced Queries

Use SOQL (Salesforce Object Query Language) to create complex queries, including subqueries and precise filtering.

Choose Specific Fields

Select only the fields you need, making your queries faster and more efficient.

Dynamic Filtering

Build interactive components that update instantly based on user actions.

Efficient Batch Processing

Handle large amounts of data by retrieving it in smaller, manageable batches.

How to Use Query Mode

  1. Open any supported Avonni Component (Data Table, List, Carousel, Map) in the Flow Builder.

  2. Navigate to the 'Data Source' section and select 'Query'.

  3. A query editor will appear, enabling you to input your query directly.

Configuring Query Filters

The Avonni Components lets you add conditions to your data queries, similar to using the 'WHERE' clause in a Salesforce query. This allows you to specify precisely what data you want to pull in.

If you create filters directly in the filter menu (by selecting fields, adding operators and values, or grouping conditions), they won't automatically change when other components on your screen are updated; they stay fixed.

You can find more information about creating reactive filters here.

Example of Setting Filter Conditions

Imagine you're working with Salesforce data and want to retrieve contact records in 'New York.' Here's how you can set this up:

  1. Specify the Field: Choose the field to which you want to apply the filter, such as 'Location'.

  2. Add the Filter Condition: In the filter condition, specify 'equals' and then 'New York'. This is analogous to writing a SOQL query where you would include WHERE Location = 'New York'.

This setup ensures that your query will only return contacts located in New York, filtering out all other records.

Grouping Conditions in Queries

Avonni Query Data Source also allow grouping multiple conditions, enhancing the query's precision.

Suppose you want to retrieve data of contacts in 'New York' or 'San Francisco' and have an 'Active' status. Here's how to group these conditions:

  1. Click on the "Add Groups" link

  2. Set the First Condition: As before, set a condition for the 'Location' field to 'New York'.

  3. Add Another Condition: Add a second condition for 'Location' set to 'San Francisco'.

  4. Add Status Condition: Now add another condition outside this group for the 'Status' field set to 'Primary'.

In this setup, the query will return contacts in New York or San Francisco and simultaneously have an 'Active' status.

Understanding Query Operators

Understanding query operators is crucial for getting the exact data you need when using the Avonni Query Data Source. These operators empower you to filter and sort your data efficiently.

Here's a breakdown of the available operators:

  • Logical Operators: AND, OR, NOT

  • Comparison Operators: =, <>, <, >, <=, >=

  • Set Operators: IN, NOT IN

  • String Operators: LIKE, NOT LIKE

  • Null Operators: NULL, NOT NULL

Key Operators Explained:

  • LIKE: Use LIKE for partial matches. For example, Name LIKE '%John%' it finds records where the Name field contains "John" anywhere.

  • IN: The IN operator lets you check if a value is within a list of values, making your queries more compact and readable.

  • NOT IN: Use NOT IN to exclude records matching any listed values.

  • ASC NULLS LAST & DESC NULLS LAST: These options control how null values are sorted, either placing them at the end of the results when sorting in ascending or descending order.

Some operators may not be available depending on the type of field you're trying to filter. For example, you can't use LIKE with a number field. Refer to Salesforce documentation for details on which operators are compatible with each field type.

Platform Events Integration

The "Query Data Source" lets you connect your query to Salesforce Platform Events. Consider Platform Events as Salesforce's built-in instant messaging system, allowing different parts of your system or external applications to communicate seamlessly and instantly.

How Does This Benefit Your Flows?

Imagine multiple sales reps working from the same list of leads. When one rep claims a lead, you want it to vanish from everyone else's list immediately. This prevents confusion and ensures everyone has the most current information. That's where Platform Events shine.

  • Real-time Collaboration: Platform Events trigger instant updates across your Flow, so everyone sees the same, accurate data, no matter how many people use it simultaneously.

  • No More Conflicts: Changes are reflected instantly, avoiding situations like multiple reps trying to work on the same lead.

  • Better User Experience: A responsive, up-to-the-minute interface keeps your users happy and productive

Avonni Data Components and Platform Events

Avonni's Data Components (like Data Tables, Kanbans, Lists, Calendars, and Maps) are now designed to harness the power of Platform Events. They can listen for and react to these real-time messages, automatically updating your Flows without manual refreshes. This creates a more dynamic and collaborative user experience.

Configuration tutorial

Learn how to build a Salesforce datatable that refreshes when new records are modified or added. This tutorial guides you through using Platform Events, a Trigger Flow, and a Screen Flow to make it happen.

System Mode

System Mode ensures that guest users can see all the data they're supposed to in your embedded flows. This is important because, without System Mode, guest users might have limited access due to their permissions. By enabling System Mode, the query bypasses user-specific permissions and fetches data based on the permissions of the Salesforce system user.

Note: While System Mode enhances data visibility, it doesn't allow guest users to edit data they wouldn't normally access. This is due to Salesforce's security practices and restrictions on data editing.

Reactive Query

Reactive Screens allow you to design interactive Salesforce interfaces that respond immediately to user actions. Combine this with Query Filters to dynamically update the data shown in your components based on user selections.

Tutorials

Using 'Custom Fields'

The 'Custom Fields' section lets you add particular fields straight into your queries, bypassing the need to put them in the Avonni data table. This leads to a more customized querying approach, where you can include the fields needed for specific tasks or later steps.

Why use "Custom Fields":

  1. Allowing you to add specific fields directly Enhanced Flexibility: Customize your queries by including only the essential fields to particular interactions or screens.

  2. Improved Efficiency: Allowing you to add specific fields directly streamlines the querying process, making it quicker and more efficient.

  3. Focused Queries: This helps create more concentrated and precise queries by utilizing only the required fields, avoiding unnecessary clutter in the data table.

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