Add a Note to a Salesforce Entity

Add Note To Entity Configuration Screen

Prerequisites

• Create an access token for your Salesforce application.

Good to Know

• In most text fields, you can use process data variables as an alternative to literal data values.

How to Start

1. On the Organizer, do one of these:
   • Open a process.
   • Create a process.
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.
3. On the Add Note To Entity Configuration screen, click Add Note .

Procedure

1. On the Add Note to Entity Configuration screen, in the Salesforce field, select your Salesforce access token.

   To create a new access token, click Add Token . For more information, refer to New Salesforce Access Token.

2. Complete these fields as necessary.

   Field Name	Definition
   Note Title	Function: Specifies your note title. Accepted Values: One line of text. 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
   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

3. (Optional) If you want to limit access to the note, select Is Private.

   Field Name	Definition
   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

4. (Optional) To store the note ID as a process data variable, add the variable from the Process Variables screen to the field Store the Response Note ID in Custom Attribute or Schema.

   Field Name	Definition
   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

RelatedTopics

• Add Note (Salesforce) activity
• Configure General Options for a CRM Activity
• Process Data Variables