Source Repository Configuration (Salesforce)

Specifies the location of your PowerPoint template file on Salesforce to convert to a Microsoft PowerPoint file with the PowerPoint activity.

Examples

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?

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 Document tab.
  2. On the Document tab, drag the PowerPoint activity onto your process.
- Change an activity:
  1. In your process, double-click your activity.
On the Source Repository screen, click Salesforce .
Click Source Detail Configuration .

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
Folder Path	Function: Specifies the absolute path or ID of the folder. Accepted Values: Choose Folder Path - Specifies an absolute path for the folder. Dynamic Folder Path - Specifies a folder ID or a process data variable that stores the ID of the folder. Default Value: Dynamic Folder Path Example: MyFolder1/Sample3.doc 00l0K000001GKA5
Recursive	Function: Specifies if the activity's action — such as copy, upload, or delete — is recursive. In other words, it specifies if the activity does the action again in the subfolders of the target location Accepted Values: Deselected - The activity does the action only on the files in the specified source folder. There is no effect on files in subfolders. Selected - The activity does the action on the files in the specified source folder, as well as the files in the subfolders. Default Value: Deselected