Source Repository Configuration (Salesforce) - Read XML

Specifies the original, or source, location for your XML file on Salesforce in the Read XML activity.

Figure: Source Repository Configuration screen (Salesforce)

Source Repository Configuration screen Salesforce

Examples

Good to Know

  • 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

  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 Document Document icon tab.
      2. On the Document Document icon tab, drag the Read XML Read XML icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.
  3. On the Source Repository screen, click Salesforce Salesforce icon.
  4. Click Source Detail Configuration Source Detail Configuration icon.

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:

Add Token Add Token icon

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

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