Process Builder
/
Process Builder Procedures
Parent topic
:
Process Builder Procedures
Salesforce
This section gives procedures to use the Process Builder
activities
in the
Salesforce tab.
Configure General Options for a CRM Activity
Add an Attachment to a Salesforce Entity
Add a Note to a Salesforce Entity
Change the Owner of More than One Salesforce Entity
Change the Owner of a Salesforce Entity
Change a Lead in Salesforce
Create a Salesforce Entity
Change a Salesforce Entity
Create an Entity or Change Salesforce Entity
Create a Folder in Salesforce
Create More than One Salesforce Entity
Create a Task in Salesforce
Delete an Attachment from a Salesforce Entity
Delete an Entity from Salesforce
Delete More than One Salesforce Entity
Download an Attachment from Salesforce
Download Document from Salesforce
Change More than One Salesforce Entity
Upload a Document to Salesforce
Send an Email with Salesforce
Get Records from Salesforce Using a SQL Query
Use an Advanced Query to Get Records from Salesforce
