Update Entity (Salesforce) activity

An activity that changes an entity in Salesforce. You can work with standard entities or custom entities.



Configure the Update Entity activity

To configure the Update Entity activity, do the procedure in this topic.

Video: Add Conditions and Salesforce Actions

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 Update Entity (Salesforce) Update Entity 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 Update Entity Update Entity icon.
  3. Complete the fields on the Update Entity Configuration screen.

    For more information, refer to Change a Salesforce Entity.

  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

Update Entity Configuration

Configures the request settings to change an entity record

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.

Entity Name

Function:
Specifies the name for your entity.
Accepted Values:
An entity name from the list.
Default Value:
None

When you select the Salesforce access token, the name that shows in the Entity Name field.

Accepts Process Data Variables:
No

Update Record

Function:
Specifies how to change an entity.
To Open this Field:
  1. On the Update Entity Configuration screen, click the Request tab.
Accepted Values:
  • Update Record Using the ID - Specifies an entity ID.
  • Update Record that meet all the conditions - Lets you connect the Salesforce API request parameter to your schema and specify a SQL WHERE clause to change the entity.
Default Value:
Update Record Using the ID
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.

Build Where Clause Build Where Clause icon

Opens this Screen:
Update Entity Configuration > WHERE Clause
Function of this Screen:
Configures a SQL where clause to filter the results of a query in Salesforce. It gets only the records that obey the rules in the WHERE clause.

Edit Edit icon

Function:
Lets you change the WHERE clause.

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.
To Open this Field:
  1. On the Update Entity Configuration screen, click the Request tab.
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

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 Update Entity Configuration screen, 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

Store the Response in Custom Attribute

Function:
Specifies the process data variable that contains the entity ID from Salesforce
To Open this Field:
  1. On the Update 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.

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

Update Entity Configuration > WHERE Clause

Configures a SQL where clause to filter the results of a query in Salesforce. It gets only the records that obey the rules in the WHERE clause.

Screen



Fields

Field Name Definition

Column

Function:
Specifies an entity column to use in your query.
Accepted Values:
A valid entity column shown in the list.
Default Value:
None.

When you select the name of the entity, the list of columns shows in Column field.

Comparer

Function:
Specifies the operator to use in your WHERE clause.
Accepted Values:
  • =
  • >=
  • >
  • <
  • <=
  • !=
  • Like
  • Not in
Default Value:
=

Value

Function:
Specifies the value for the column.
Accepted Values:
A valid column value.
Default Value:
None
Accepts Process Data Variables:
Yes

Add Add icon

Function:
Specifies another expression that can be joined to previous expression using the logical AND or OR operator.
  • AND - Specifies the AND operator.
  • OR - Specifies the OR operator.

Subcondition Subcondition icon

Function:
Creates the statement that is a condition of a parent statement.

Delete Delete icon

Function:
Deletes the selected item.

Back Back icon

Function:
Saves your rule and goes back to the activity configuration screen.