Add Note (Salesforce) activity

An activity that adds a note to an entity.


Add Note activity

Configure the Add Note activity

To configure the Add Note activity, do the procedure in this topic.

Video: Add Conditions and Salesforce Actions

Examples

Good to Know

How to Start

  1. Open Process Builder.

    For information about how to open this screen, refer to Process Builder.


    Open Process Builder
  2. In the Process Builder, in the Activity Library, open the Salesforce tab.

    Salesforce tab
  3. On the Salesforce tab, drag the Add Note activity onto your process.

    Add Note activity

General Configuration

Specifies the basic settings for the Add Note activity.

Figure: General Configuration screen

General Configuration 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:
This is a common configuration field that is used in many examples. Refer to:
  • Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

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, representing a number of seconds.
Default Value:
600
Accepts Process Data Variables:
No

Add Note Configuration screen

Specifies the contents of a note to add to an entity.

Figure: Add Note to Entity Configuration screen

Add Note to Entity Configuration 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
Example:
Refer to:

Create 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:

Note Title

Function:
Specifies your note title.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
Yes
Example:
Refer to:

Parent Record ID

Function:
Specifies the ID of the parent entity for which to add a note.
Accepted Values:
The parent entity ID.
Default Value:
None
Accepts Process Data Variables:
Yes
Example:
Refer to:
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use 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, or 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?

Note Body

Function:
Specifies the content of your note.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
Yes
Example:
Refer to:

Is Private

Function:
Specifies who can access an item.
Accepted Values:
  • Selected - Only the owner and administrators can access the item.
  • Deselected - Everyone can access the item.
Default Value:
Deselected
Accepts Process Data Variables:
No

Store Response Note ID in This Variable

Function:
Specifies the variable that stores the note ID.
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:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use 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, or 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?