Process Activities / Salesforce tab |
An activity that downloads a document from Salesforce to the local file system on your AgilePoint Server machine.
To configure the Download Document 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 Document 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 document to download.
Field Name | Definition |
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Salesforce |
|
Add Token |
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Document ID |
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Local Path |
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Store the Document ID in Schema Node |
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