Process Activities / Salesforce tab |
To configure the Query Entity activity, do the procedure in this topic.
For more information, refer to Configure General Options for a CRM Activity.
For more information, refer to Get Records from Salesforce Using a SQL Query.
For more information, refer to Configure E-mail Notifications for Any Activity
Specifies the basic information for a CRM activity.
Field Name | Definition |
---|---|
Display Name |
|
Description |
|
Connection Timeout (Seconds) |
Gets the query result based on the columns specified in the configured column fields.
Field Name | Definition |
---|---|
Salesforce |
|
Add Token |
|
Entity Name |
|
Entity Column Fields |
|
Configured Column Field |
|
Left Arrow |
|
Right Arrow |
Configures a SQL where clause to filter the results of a query in Salesforce. It gets only the records that obey the rules in the where clause.
Field Name | Definition |
---|---|
Salesforce |
|
Add Token |
|
Entity Name |
|
Where Clause Code Snippet Box |
|
Column |
|
Comparer |
|
Value |
|
Save Query |
Maps the columns of the query response to the nodes in an AgilePoint process schema.
Field Name | Definition |
---|---|
Salesforce |
|
Add Token |
|
Entity Name |
|
Map Response to AgilePoint Schema |
|
Makes sure your query is valid for Salesforce.
Field Name | Definition |
---|---|
Salesforce |
|
Add Token |
|
Entity Name |
|
Execute Query |