Configure General Options for a CRM Activity

All CRM activities have the same basic options. To configure these options, do the procedure in this topic.

General Configuration Screen

Good to Know

How to Start

  1. On the Application Explorer screen, do one of these:
  2. Do one of these:
    • Add a CRM activity:
      1. In the Process Builder, in the Activity Library, open your tab.
      2. On your tab, drag any CRM activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.


  1. On the General Configuration screen, in the Display Name field, enter the name you want to show in your process.
  2. (Optional) In the Description field, enter more than one line of text description for your activity.
  3. (Optional) In the Connection Timeout (Seconds) field, specify the time limit, in seconds, for the session to complete the activity.

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