To change an entity in Salesforce, do the procedure in this topic.
Update Entity Configuration Screen
How to Start
- On the Organizer,
do one of these:
- Do one of these:
- Add an activity:
- In the Process Builder, in the Activity Library,
open the Salesforce tab.
- On the Salesforce
tab,
drag the Update Entity (Salesforce)
activity onto your process.
- Change an activity:
- In your process, double-click your activity.
- On the Update Entity Configuration screen, click Update Entity .
Procedure
- On the Update 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.
- In the Entity Name list, select your entity.
- To connect the request data from the source system to your process schema, complete this field
as necessary:
Field Name |
Definition |
Request Mapping
|
- Function:
- Connects the Salesforce API request parameter to your process schema.
This is mandatory only if the request passes data from the
process schema to parameters in the Salesforce API.
- To Open this Field:
-
- On the
Update Entity Configuration screen,
click the Request tab.
- Accepted Values:
- Click the Ellipses button to open the
Schema Mapper screen.
Use this screen to connect the request to the data model for your process.
- Default Value:
- None
|
- To connect response data from the web service call to your process, do one of these.
- To connect the response to your process schema, complete this field
as necessary:
Field Name |
Definition |
Map Response to AgilePoint Schema
|
- Function:
- Specifies the connection from the Salesforce API response parameter to your process schema.
- To Open this Field:
-
- On the
Update Entity Configuration screen,
click the Response tab.
- Accepted Values:
- Click the Ellipses button to open the
Schema Mapper screen
Use this screen to connect the response to the data model for your process.
- Default Value:
- None
|
- To connect the response to a process data variable, complete this field
as necessary:
Field Name |
Definition |
Store the Response in Custom Attribute
|
- Function:
- Specifies the variable that contains
the response to a method call. The method must call a web service.
- To Open this Field:
-
- On the
Update Entity Configuration screen,
click the Response tab.
- Accepted Values:
- A process data variable.
- Default Value:
- None
- Accepts Process Data Variables:
- Yes
|