Delete an Entity from Salesforce

Delete Entity Configuration Screen

Prerequisites

• Create an access token for your Salesforce application.

Good to Know

• In most text fields, you can use process data variables as an alternative to literal data values.

How to Start

1. On the Organizer, do one of these:
   • Open a process.
   • Create a process.
2. Do one of these:
   • Add an activity:
     1. In the Process Builder, in the Activity Library, open the Salesforce tab.
     2. On the Salesforce tab, drag the Delete Entity activity onto your process.
   • Change an activity:
     1. In your process, double-click your activity.
3. On the Delete Entity Configuration screen, click Delete Entity .

Procedure

1. On the Delete Entity Configuration screen, in the Salesforce field, select your Salesforce access token.

   To create a new access token, click Add Token . For more information, refer to New Salesforce Access Token.

2. In the Entity ID field, enter the ID for the entity to delete.

RelatedTopics

• Configure General Options for a CRM Activity
• Delete Entity (Salesforce) activity
• Process Data Variables