Create a Salesforce Entity

To create an entity in Salesforce, do the procedure in this topic.

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 Create Entity Create Entity icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.
  3. On the Create Entity Configuration screen, click Create Entity Create Entity icon.

Procedure

  1. On the Create 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. In the Entity Name list, select your entity.
  3. To connect the request data from your schema to the source system, complete this field as necessary:.
    Field Name Definition

    Request Mapping

    Function:
    Connects the Salesforce API request parameter to your schema. This is mandatory only if the request passes data from the process schema to parameters in the Salesforce API.
    Accepted Values:
    Click the Schema Mapping Schema Mapping icon button to open the Schema Mapper.

    Use this screen to connect the request to the data model for your process.

    Default Value:
    None
  4. To connect response data from the web service call to your process, do one of these.
    • To connect the response to your process schema, complete this field as necessary:
      Field Name Definition

      Map Response to AgilePoint Schema

      Function:
      Specifies the connection from the Salesforce API response parameter to your schema.
      To Open this Field:
      1. On the Create Entity Configuration window, click the Response tab.
      Accepted Values:
      Click the Schema Mapping Schema Mapping icon button to open the Schema Mapper.

      Use this screen to connect the response to the data model for your process.

      Default Value:
      None
    • To connect the response to a process data variable, complete this field as necessary:
      Field Name Definition

      Store the Response in Custom Attribute

      Function:
      Specifies a process data variable that contains the entity ID from Salesforce.
      To Open this Field:
      1. On the Create Entity Configuration screen, click the Response tab.
      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.

  5. To change the owner for the entity, complete this field as necessary:
    Field Name Definition

    Record Ownership

    Function:
    Specifies the owner of the entity.
    To Open this Field:
    1. Click the Record Ownership tab.
    Accepted Values:
    Default Value:
    Service Account used in Access Token

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