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DOCUMENTATION (v6.x-7.x)
Current Documentation (v8.0 or Higher)
TRAINING VIDEOS COMMUNITY
Build Apps
  • App Builder
  • Process Builder
  • eForm Builder
  • Data Entities
  • Access Tokens
  • Examples
  1. Home
  2. Process Builder

    Create processes to use in applications

  3. Process Builder Procedures
  4. Salesforce
  • Process Builder

    Create processes to use in applications

    • Process Activities
    • Process Builder Procedures
      • (Example) Create and Run a Process-Based Application
      • Basic Steps to Create and Run a Process-Based Application
      • Create a Process
      • Open a Process
      • Add an Activity to a Process
      • Delete an Activity from a Process
      • Configure General Options for a System Activity
      • Create an eForm in a Process
      • Start a Process
      • Validate a Process
      • Change the Name of a Process
      • Configure the Properties for a Process
      • Create a New Task Form
      • Configure Data Tracking
      • Change a Theme for your Process
      • Configure the Naming Convention for Instances of a Process
      • Configure the Names of the Tasks in a Process
      • Create a Report with Process Information
      • Create a Timer for an Activity
      • Validate the Rules in a Process
      • Find an Activity in the Process
      • Clone a Process Model
      • Variables (Process Data Variables)
      • Schema Mapper
      • Human Tasks and Forms
      • Notifications
      • Active Directory
      • AgilePoint Data Entities
      • Bot Services
      • Cognitive Services
      • Common
      • Database
      • Document
      • Extender
      • Machine Learning
      • Microsoft Azure IoT
      • NetSuite
      • Power BI
      • Salesforce
        • Get Records from Salesforce Using a SQL Query
      • SAP
      • SharePoint
      • Utilities
      • Web Services
    • Process Builder Screens

Salesforce

This section gives procedures to use the Process Builder activities on the Salesforce tab.

  • Get Records from Salesforce Using a SQL Query
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This Page Applies To: AgilePoint NX v6.0, v6.0 SP1, v7.0


Links and navigation for this documment were updated March 1, 2021.

Content for this documment was last updated May 12, 2020.

This is the final planned update to the Product Documentation for versions lower than AgilePoint NX v8.0.

For AgilePoint NX v8.0 or higher, or to get the latest updates, search the Documentation Portal.


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