Process Activities / Salesforce tab
Parent topic: Salesforce tab

Add Note (Salesforce) activity

An activity that adds a note to an entity.



Configure the Add Note activity

To configure the Add Note 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 Note (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 Note .
  3. Complete the fields on the Add Note to Entity Configuration screen.

    For more information, refer to Add a Note 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 Note to Entity Configuration

Specifies the contents of a note to add 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.

Note Title
Function:
Specifies your note title.
Accepted Values:
One line of text.
Default Value:
None
Accepts Process Data Variables:
Yes

Parent Entity ID
Function:
Specifies the ID of entity connected to your note.
Accepted Values:
A valid entity ID.
Default Value:
None
Accepts Process Data Variables:
Yes

Note Body
Function:
Specifies the content of your note.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
Yes

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 Note ID in Custom Attribute or Schema
Function:
Specifies the variable that stores the note 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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