Create an Entity or Change Salesforce Entity

Upsert 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 Upsert Entity (Salesforce) activity onto your process.
   • Change an activity:
     1. In your process, double-click your activity.
3. On the Upsert Entity Configuration screen, click Upsert Entity (Salesforce) .

Procedure

1. On the Upsert 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. In the Entity Name list, select your entity.
3. In the External Field list, select the name of a record that does one of these, as necessary:
   • If the external field does not agree with any records, create a new record.
   • If the external field agrees with one record, change the record.
   • If the external field agrees with more than one record, give an error. No record is added or changed.
4. 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 Upsert 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

5. 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 Upsert 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 Upsert Entity Configuration screen, click the Response tab. Accepted Values: A process data variable. Default Value: None Accepts Process Data Variables: Yes

RelatedTopics

• Configure General Options for a CRM Activity
• Upsert Entity (Salesforce) activity
• Process Data Variables