Including information from Salesforce Page in Snippet


#1

Tryingl to get emails done quick with context from my SalesForce lead work page but selector id changes from lead to lead, any way I can get this working?

thanks


#2

Could you provide a bit more information about what exactly is occurring. A screenshot might be helpful for us to understand the issue.


#3

trying to get the highlighted area on the body of the email


#4

Thanks, so my understanding you are trying to use {site} to extract that part of the page.

The best approach would be to use a CSS selector as part of the site command. It sounds like you are trying to do that but the id for the element is not deterministic. First I would suggest looking a bit more into it. It's possible there is some non-id way to always select the correct element. For example, by using the nth-child selector or an attribute selector:


If that doesn't work, you can always import the whole page as text or html and then use a regular expression to extract the relevant part of the page. It looks like what you want will always be proceeded by "Strategic Partner Employee" and a number.You can define a regular expression to pull exactly what you want based on this.

Here's a quick example of how to use a regular expression to do something like this:

{page_text="blah blah\nStrategic Partner Employee\n1234 John Doe\nblah blah"} <- in practice this would be loaded via the site command

Name: {=extractregex(page_text, "Strategic Partner Employee\n\d+ (.*)")}


#5

Thanks Scott, it worked but only works if I have 4 numbers before the name like "0735" if I have number and letters won't work "072A".


#6

You could change it to the following if your id included letters.

{page_text="blah blah\nStrategic Partner Employee\n1234 John Doe\nblah blah"} <- in practice this would be loaded via the site command

Name: {=extractregex(page_text, "Strategic Partner Employee\n[\w\d]+ (.*)")}