Process Builder Procedures / Access Tokens

Parent topic: Access Tokens

New Salesforce Access Token

Configures a new access token for Salesforce.

How to Start

On the Organizer, do one of these:
- Open a process.
- Create a process.
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 activity onto your process.
- Change an activity:
  1. In your process, double-click your activity.
Click Next.
On the Salesforce field, click Add Token .

Fields

Field Name	Definition
Access Token Name	Function: Specifies the unique name for your connection to Salesforce. Accepted Values: A text string that can include letters, numbers, and spaces Default Value: None
Environment	Function: Specifies if your environment is for development or production. Accepted Values: Production - The environment uses to contain the production data. Sandbox - The environment uses to create and test your applications. Default Value: Production
Client ID	Function: Specifies the client ID of the app you created or added in Salesforce. Accepted Values: A string with letters and numbers. Default Value: None
Client Secret ID	Function: Specifies your client secret ID of the app you made or added in Salesforce. Accepted Values: A string with letters and numbers. Default Value: None
Redirect URL	Function: Specifies the callback URL from the connected application. Accepted Values: A valid URL. Default Value: https://mysite.com/manage/shared/success.html
Description	Function: A description for your access token. Accepted Values: More than one line of text. Default Value: None
Get OAuth2 Access Token	Function: Sends a request to Salesforce application service to get the access token. To complete this process, you must log in to Salesforce application, and specify your consent when prompted.
OAuth2 Access Token	Function: Specifies an access token, or code, supplied by Salesforce. Accepted Values: A valid access token This value is completed by Salesforce. Default Value: An unique access token.
Renewal Rate	Function: Specifies how frequently to renew your application's access token. Accepted Values: Disabled Every 15 minutes Every half an hour Every hour Every 2 hours Every 4 hours Every 6 hours Every 8 hours Every half day Once a day at midnight Once a day at noon Every other day at midnight Every Sunday at midnight Default Value: Disabled
Encrypt	Function: Holds the access token in the AgilePoint database as encrypted data. Accepted Values: Deselected - The access token is in plain text in the database. Selected - The access token is encrypted in the database. Default Value: Deselected

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