Source Repository Configuration (File System) - Add Attachment (Salesforce)

Specifies the original, or source, location for your files on your AgilePoint Server machine in the Add Attachment (Salesforce) activity.

Prerequisites

• AgilePoint NX OnPremises or AgilePoint NX PrivateCloud.

How to Start

1. On the Application Explorer screen, do one of these:
   • Open a Process.
   • Create a Process.
2. 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.
3. On the Source Repository screen, click File System .
4. Click Source Detail Configuration .

Fields