Process Activities / Salesforce tab |
An activity that downloads an attachment from a Salesforce entity to the file system on your AgilePoint Server machine.
To configure the Download Attachment activity, do the procedure in this topic.
For more information, refer to Configure General Options for a CRM Activity.
For more information, refer to Download an Attachment from Salesforce.
For more information, refer to Configure E-mail Notifications for Any Activity
Specifies the basic information for a CRM activity.
Field Name | Definition |
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Display Name |
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Description |
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Connection Timeout (Seconds) |
Specifies information about your attachment to download.
Field Name | Definition |
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Salesforce |
|
Add Token |
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Attachment ID |
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Local Path |
|
Store the Response Attachment ID in Custom Attribute or Schema |
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