Add a Note to a Salesforce Entity

To add a note to an entity for Salesforce, do the procedure in this topic.

Add Note To Entity Configuration Screen



Prerequisites

Good to Know

How to Start

  1. On the Application Explorer screen, do one of these:
  2. Do one of these:
    • Add an activity:
      1. In the Process Builder, in the Activity Library, open the Salesforce Salesforce icon tab.
      2. On the Salesforce Salesforce icon tab, drag the Add Note (Salesforce) Add Note icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.
  3. On the Add Note To Entity Configuration screen, click Add Note Add Note icon.

Procedure

  1. On the Add Note to Entity Configuration screen, in the Salesforce field, select your Salesforce access token.

    To create a new access token, click Add Token Add Token icon. For more information, refer to Access Token for Salesforce.

  2. Complete these fields as necessary.
    Field Name Definition

    Note Title

    Function:
    Specifies your note title.
    Accepted Values:
    One line of text that can have spaces.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    Note Body

    Function:
    Specifies the content of your note.
    Accepted Values:
    More than one line of text.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    Parent Entity ID

    Function:
    Specifies the ID of the entity associated with your attachment.
    Accepted Values:
    A record internal ID.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes
  3. (Optional) If you want to limit access to the note, select Is Private.
    Field Name Definition

    Is Private

    Function:
    Specifies who can access an item.
    Accepted Values:
    • Selected - Only the owner and administrators can access the item.
    • Deselected - Everyone can access the item.
    Default Value:
    Deselected
    Accepts Process Data Variables:
    No
  4. (Optional) To store the note ID as a process data variable, add the variable from the Process Variables screen to the field Store the Response Note ID in Custom Attribute or Schema.
    Field Name Definition

    Store the Response Note ID in Custom Attribute or Schema

    Function:
    Specifies the variable that stores the note ID.
    Accepted Values:
    A process data variable that accepts an alphanumeric string with no spaces or special characters.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes
    Limitations:

    The configuration details AgilePoint NX Product Documentation can provide for third-party integrations is limited. For more information, refer to the relevant section in Third-Party Vendor Documentation.

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