Search Query for Users and Profiles

Configure the search queries for users and profiles in the Salesforce source.

On the Salesforce UI, in the Aggregation Filter panel, in the Search Query for Users field enter the scope of the users that are retrieved during Account or Entitlement aggregation.

In the Search Query for Profiles field, enter the scope of the profiles that are retrieved during account or entitlement aggregation.

For instance, specifying the following search query, retrieves only active users during account aggregation:

select Id from User where IsActive = true

The scope users or profiles retrieved during aggregation can be defined using custom attributes in the where clause, as follows:

select Id from Profile where Name = xyz

Note

  • The Salesforce source escapes special characters such as <, >, and & in a search query string and in entitlement provisioning.

  • Only the where clause of the search query can be modified per the requirement.

  • When Exclude Disabled Account is enabled, the connector adds the following condition in the where clause of Search Query for Users:

    AND user.IsActive = true