Process Activities / Salesforce tab
Parent topic: Salesforce tab

Add Attachment (Salesforce) activity

An activity that adds an attachment to an entity for Salesforce.



Configure the Add Attachment activity

To configure the Add Attachment activity, do the procedure in this topic.

Good to Know

How to Start

  1. On the Organizer, do one of these:
  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 Add Attachment (Salesforce) activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.

Procedure

  1. Complete the fields on the General Configuration screen.

    For more information, refer to Configure General Options for a CRM Activity.

  2. Click Add Attachment .
  3. Complete the fields on the Add Attachment to Entity Configuration screen.

    For more information, refer to Add an Attachment to a Salesforce Entity.

  4. (Optional) Click Advanced > E-mail Notification .

    For more information, refer to Configure E-mail Notifications for Any Activity

General Configuration

Specifies the basic information for a CRM activity.



Fields

Field Name Definition

Display Name
Function:
Specifies the activity name that shows in your process.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
No

Description
Function:
Specifies an optional description for your activity.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
No

Connection Timeout (Seconds)
Function:
Specifies the number of seconds permitted to complete an action before the connection stops.
Accepted Values:
An integer that represents a number of seconds.
Default Value:
600
Accepts Process Data Variables:
No

Add Attachment to Entity Configuration

Specifies the information to add the attachment to an entity.



Fields

Field Name Definition

Salesforce
Function:
Specifies the access token that connects to your Salesforce application.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None
Accepts Process Data Variables:
No

Add Token

Opens this Screen:
New Salesforce Access Token
Function of this Screen:
Configures a new access token for Salesforce.

Parent Entity ID
Function:
Specifies the ID of the entity associated with your attachment.
Accepted Values:
A valid entity ID.
Default Value:
None
Accepts Process Data Variables:
Yes

File Path
Function:
Specifies the location of the attachment file.
Accepted Values:
An absolute path and file name on the AgilePoint Server or SharePoint Server.

Note these:

  • The file size must be less than 5 MB.
  • Only one attachment is supported.
Default Value:
None
Accepts Process Data Variables:
Yes
Example:
  • c:\My Documents\sample1.doc
  • ${HomeDirectory}\sample2.doc
  • http://demo3:8000/DocumentLib1/sample3.doc

Is Private
Function:
Specifies who can access an item.
Accepted Values:
  • Selected - Only the owner and administrators can access the item.
  • Deselected - Everyone can access the item.
Default Value:
Deselected
Accepts Process Data Variables:
No

Store the Response Attachment ID in Custom Attribute or Schema
Function:
Specifies the process data variable that contains your attachment ID.
Accepted Values:
A process data variable.
Default Value:
None
Accepts Process Data Variables:
Yes
Parent topic: Salesforce tab

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Documentation Updated: December 3, 2015

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