Add Attachment (Salesforce) activity

An activity that adds an attachment to an entity for Salesforce.

Configure the Add Attachment activity

To configure the Add Attachment activity, do the procedure in this topic.

Examples

(Example) How to Get the Access Token Credentials from Salesforce

Good to Know

To send an e-mail notification, click Advanced > E-mail Notifications .
For more information, refer to Configure E-mail Notifications for Any Activity.
In most text fields, you can use process data variables as an alternative to literal data values.
You can configure whether this activity waits for other activities before it runs.
For more information, refer to How Do I Configure an Activity to Wait for Other Incoming Activities?
Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation, and it is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business uses cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, and other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

How to Start

On the Application Explorer screen, do one of these:
- Open a Process.
- Create a Process.
Do one of these:
- Add an activity:
  1. In the Process Builder, in the Activity Library, open the Salesforce tab.
  2. On the Salesforce tab, drag the Add Attachment (Salesforce) activity onto your process.
- Change an activity:
  1. In your process, double-click your activity.

General Configuration

Specifies the basic settings for the Add Attachment activity.

Fields

Field Name	Definition
Display Name	Function: Specifies the activity name that shows in your process. Accepted Values: One line of text that can have spaces. Default Value: None Accepts Process Data Variables: No Example: This is a common configuration field that is used in many examples. Refer to: Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.
Description	Function: Specifies an optional text description for your activity. Accepted Values: More than one line of text. Default Value: None Accepts Process Data Variables: No
Connection Timeout (Seconds)	Function: Specifies the number of seconds permitted to complete an action before the connection stops. Accepted Values: An integer, representing a number of seconds. Default Value: 600 Accepts Process Data Variables: No

Add Attachment to Entity Configuration

Specifies the information to add the attachment to an entity.

Fields

Field Name	Definition
Salesforce	Function: Specifies the access token that connects to your Salesforce application. Accepted Values: A list of access tokens configured for your environment. Default Value: None Accepts Process Data Variables: No Example: Refer to: (Example) How to Get the Access Token Credentials from Salesforce
Add Token	Opens this Screen: Access Token for Salesforce Function of this Screen: Configure an access token to connect to Salesforce. Example: Refer to: (Example) How to Get the Access Token Credentials from Salesforce
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 Limitations: Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation, and it is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business uses cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, and other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?
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
Store the Response Attachment ID in Custom Attribute or Schema	Function: Specifies the process data variable that contains your attachment ID from Salesforce. Accepted Values: A process data variable. Default Value: None Accepts Process Data Variables: Yes Limitations: Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation, and it is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business uses cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, and other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Source Repository

Specifies the original, or source, location type for your files.

Fields

Field Name	Definition
Amazon S3	Function: Specifies that Amazon S3 is your document source location. To select your file in the source location, complete the fields on Source Repository Configuration (Amazon S3) - Add Attachment (Salesforce).
Box	Function: Specifies that Box is your document source location. To select your file in the source location, complete the fields on Source Repository Configuration (Box) - Add Attachment (Salesforce).
Dropbox	Function: Specifies that Dropbox is your document source location. To select your file in the source location, complete the fields on Source Repository Configuration (Dropbox) - Add Attachment (Salesforce).
File System	Function: Specifies that the file system on the AgilePoint Server machine is the data source for the file. To select your file in the source location, complete the fields on Source Repository Configuration (File System) - Add Attachment (Salesforce).
FTP	Function: Specifies that FTP is your document source location. To select your file in the source location, complete the fields on Source Repository Configuration (FTP) - Add Attachment (Salesforce).
Google Drive	Function: Specifies that Google Drive is your document source location. To select your file in the source location, complete the fields on Source Repository Configuration (Google Drive) - Add Attachment (Salesforce).
NetSuite	Function: Specifies that NetSuite is your document source location. To select your file in the source location, complete the fields on Source Repository Configuration (NetSuite) - Add Attachment (Salesforce).
OneDrive	Function: Specifies that OneDrive is your document source location. To select your file in the source location, complete the fields on Source Repository Configuration (OneDrive) - Add Attachment (Salesforce).
OneDrive For Business	Function: Specifies that OneDrive for Business is your document source location. To select your file in the source location, complete the fields on Source Repository Configuration (OneDrive For Business) - Add Attachment (Salesforce).
Salesforce	Function: Specifies that Salesforce is your document source location. To select your file in the source location, complete the fields on Source Repository Configuration (Salesforce) - Add Attachment (Salesforce).
SFTP	Function: Specifies that SFTP is your document source location. To select your file in the source location, complete the fields on Source Repository Configuration (SFTP) - Add Attachment (Salesforce).
SharePoint	Function: Specifies that SharePoint is your document source location. To select your file in the source location, complete the fields on Source Repository Configuration (SharePoint) - Add Attachment (Salesforce).