Upload a Document to Salesforce

Upload Document 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 Upload Document activity onto your process.
   • Change an activity:
     1. In your process, double-click your activity.
3. On the Upload Document Configuration screen, click Upload Document .

Procedure

1. On the Upload Document 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. In the Document Name field, enter the name of your document as it shows in Salesforce.
3. (Optional) In the Document Description field, enter more than one line of text description for your document.
4. Complete these fields as necessary.

   Field Name

   Definition

   Document File Path

   Function: Specifies the absolute path and file name of your document. Accepted Values: An absolute path and document name on the AgilePoint Server or SharePoint Server. Note: The size limit for any document you upload is 5 MB. You can only upload one document. Default Value: None Accepts Process Data Variables: Yes Example: c:\My Documents\sample1.doc ${HomeDirectory}\sample2.doc http://demo3:8000/DocumentLib1/sample3.doc

5. In the Select Folder list, select the target Salesforce folder to upload your document.

   When you select the folder, the folder ID shows in the Folder ID field.

6. (Optional) To use the document ID as a process data variable, add the variable from the Process Variables screen to the field Store the Response Document ID in Custom Attribute or Schema.

   Field Name	Definition
   Store the Document ID in Schema Node	Function: Specifies the process data variable that contains the document ID. Accepted Values: A process data variable. Default Value: None Accepts Process Data Variables: Yes

RelatedTopics

• Configure General Options for a CRM Activity
• Upload Document activity
• Process Data Variables