Send Salesforce E-mail activity

An activity that sends an e-mail using a Salesforce e-mail template.



Configure the Send Salesforce E-mail activity

To configure the Send Salesforce E-mail activity, do the procedure in this topic.

Good to Know

  • 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?

  • Documentation for Integrations with Third-Party, External, or Open Source Technologies

    The highest priority for AgilePoint NX Product Documentation is accuracy. Whenever feasible, AgilePoint provides input details, business rules, or example values for third-party integrations. These can include any technology that is not native to AgilePoint NX, such as Salesforce, Active Directory, or REST. However this information is subject to change without notice to AgilePoint. Because we can not guarantee the accuracy of this information, the details provided for third-party product input values, as well as examples for third-party product integrations, are limited in the AgilePoint documentation. It is the responsibility of third-party vendors to provide documentation related to these aspects of their software and services.

    For examples of use case implementations or configuration field input values for third-party products, AgilePoint recommends these resources:

    • AgilePoint Community Forums - An AgilePoint-moderated, crowd-sourcing user forum where you can ask questions about specific techniques, the solutions to use cases, workarounds, or other topics that may not be covered in the Product Documentation.
    • Professional Services - If you can not find the information you need for your specific business problem, mentoring is available through AgilePoint Professional Services.
    • Personalized Training - AgilePoint can provide personalized training for your organization. To request personalized training, contact AgilePoint Sales.
    • Third-Party Vendor Documentation - Whenever feasible, AgilePoint provides links to third-party vendor documentation.

      This does not include technology standards or protocols, such as JavaScript, REST, or FTP. Resources for these technical standards are publicly available on the Internet.

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 Send Salesforce E-mail Send Salesforce E-mail icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.

Procedure

  1. Complete the fields on the General Configuration screen.

    For more information, refer to Configure General Options for a CRM Activity.

  2. Click Send Salesforce E-mail Send Salesforce E-mail icon.
  3. Do one of these:

    For more information, refer to Send an Email with Salesforce.

  4. (Optional) Click Advanced Advanced icon > E-mail Notifications E-mail Notifications icon.

    For more information, refer to Configure E-mail Notifications for Any Activity.

General Configuration

Specifies the basic information for a CRM activity.

Screen



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:
Refer to:

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 that represents a number of seconds.
Default Value:
600
Accepts Process Data Variables:
No

Send Salesforce E-mail Configuration > Salesforce Template

Sets the email template and credentials to send an e-mail with Salesforce.



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

Add Token Add Token icon

Opens this Screen:
Access Token for Salesforce
Function of this Screen:
Configure an access token to connect to Salesforce.

Use AgilePoint E-mail Template

Function:
Uses an AgilePoint e-mail template for your e-mail.
Accepted Values:
Default Value:
Deselected

Template Name

Function:
Specifies the e-mail template to use.
Accepted Values:
An e-mail template name from the list.
Default Value:
None

When you select the Salesforce access token, the Template Name field is completed.

Template ID

Function:
Specifies your e-mail template ID.
Accepted Values:
The ID for your e-mail template.
Default Value:
None

When you select the name of the template from Template Name field, the correct ID shows in this field.

Sender User Name

Function:
Specifies the name of the user from the list to whom to send an email with the Salesforce email template.
Accepted Values:
A valid user name.
Default Value:
None

When you select the Salesforce access token, the user name shows in this field.

Sender User ID

Function:
Specifies a Salesforce user ID for the user.
Accepted Values:
A valid user ID.
Default Value:
None

When you select the user name from the Target User Names field, the ID of the user shows in this field.

Send Salesforce E-mail Configuration > E-mail Template tab

Specifies the information for an email sent from Salesforce, such as recipients, subject, body, and priority.

Screen



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

Add Token Add Token icon

Opens this Screen:
Access Token for Salesforce
Function of this Screen:
Configure an access token to connect to Salesforce.

Use AgilePoint E-mail Template

Function:
Uses an AgilePoint e-mail template for your e-mail.
Accepted Values:
Default Value:
Deselected

Select E-mail Template

Function:
Specifies your e-mail template.
Accepted Values:
An e-mail template from the list.
Default Value:
None
Accepts Process Data Variables:
No

Add New E-mail Template Add New E-mail Template icon

Opens this Screen:
New E-mail Template
Function of this Screen:
Specifies the content of an email template. An email template determines recipients, subject, body, and other aspects of an automated email template sent from AgilePoint.

E-mail Template Preview

Function:
Shows a preview of the selected e-mail template.
Accepted Values:
Read only.

Use Signature

Function:
Uses the signature from your e-mail template.