Attach to Record for Static Query

Scenario 1:

Email Parser Actions section.

  • Click on ‘New‘ to create a new Email Parser Action.
  • Enter the name as ‘create account’ and select ‘Attach To Record’ in the ‘Type’ section afterwards select ‘Account’ in the ‘Object Type’ field and click on ‘Save Attachment’ checkbox.
  • Then provide value as ‘pdf’ in ‘Allowed Attachment Extensions’.
  • After providing all the require data in the information move to the filter criteria in the Configuration section.
  • This field is used for ‘Where’ clause of SOQL query to find record.

“Do not add WHERE, use placeholder for field parser reference name enclosed in []”. For example: AccountNumber = ‘CC634267’.