Save To Repository Configuration (Salesforce)

Access Token

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.

Choose Folder Path

Function:

Specifies the name of the target folder.

Accepted Values:

The name of a folder in your repository.

Default Value:

None

Create New Folder

Function:

Specifies that a new folder is created for the file by the process.

To Open this Field:

1. This field is only available for the Document Transfer activity.

Accepted Values:

• Deselected - The activity does not create a new folder.
• Selected - The activity creates a new folder.

Default Value:

Deselected

Accepts Process Data Variables:

No

Create New Folder Name

Function:

Specifies the name the process gives to the folder the process creates.

Accepted Values:

• One line of text that can have spaces.
• A process data variable.

Default Value:

None

Accepts Process Data Variables:

Yes

Existing Folder ID

Function:

Specifies the ID of the folder the activity uses when the process runs.

Accepted Values:

A valid folder ID.

Default Value:

None

Accepts Process Data Variables:

Yes

Store the Response ID in Custom Attribute

Function:

Specifies the process data variable that contains the response ID for the document transfer.

Accepted Values:

A process data variable.

Default Value:

None

Accepts Process Data Variables:

Yes