Download Attachment activity

An activity that downloads an attachment from a Salesforce entity to the file system on your AgilePoint Server machine.

Configure the Download Attachment activity

To configure the Download Attachment activity, do the procedure in this topic.

Examples

(Example) How to Get the Access Token Credentials from Salesforce

Good to Know

To send an email notification, click Advanced > Email Notifications .
For more information, refer to Email Notifications screen (Process Activities).
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?
This section shows the configuration settings on the configuration screens for this activity. Other configuration settings apply to system activities. For more information, refer to:
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?

How to Start

Open Process Builder.
For information about how to open this screen, refer to Process Builder.
In Process Builder, in the Activity Library, open the Salesforce tab.
On the Salesforce tab, drag the Download Attachment activity onto your process.

General Configuration

Specifies the basic settings for the Download Attachment activity.

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

Download Attachment Configuration

Specifies information about your attachment to download.

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: (Example) How to Get the Access Token Credentials from Salesforce
Create	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
Attachment ID	Function: Specifies the ID for your attachment. The attachment ID comes from Salesforce. It tracks a Salesforce attachment. Accepted Values: A valid attachment ID. 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?
Store Attachement ID in This Variable	Function: Specifies the process data variable that contains your attachment ID from Salesforce. 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?

Target Repository

Selects the target storage repository type for your files.

Fields

Field Name	Definition
Amazon S3	Function: Specifies that Amazon S3 is the target location for your files. To configure the target location for your file, complete the fields in Download Attachment > Target Repository > Amazon S3.
Box	Function: Specifies that Box is the target location for your files. To configure the target location for your file, complete the fields in Download Attachment > Target Repository > Box.
Dropbox	Function: Specifies that Dropbox is the target location for your files. To configure the target location for your file, complete the fields in Download Attachment > Target Repository > Dropbox.
File System	Function: Specifies that the file system on the AgilePoint Server machine is the target data source location for the file. To select your file in the source location, complete the fields on Download Attachment > Target Repository > File System.
FTP	Function: Specifies that FTP is the target location for your files. To configure the target location for your file, complete the fields in Download Attachment > Target Repository > FTP.
Google Drive	Function: Specifies that Google Drive is the target location for your files. To configure the target location for your file, complete the fields in Download Attachment > Target Repository > Google Drive.
NetSuite	Function: Specifies that NetSuite is the target location for your files. To configure the target location for your file, complete the fields in Download Attachment > Target Repository > NetSuite.
OneDrive	Function: Specifies that OneDrive is the target location for your files. To configure the target location for your file, complete the fields in Download Attachment > Target Repository > OneDrive.
OneDrive for Business	Function: Specifies that OneDrive for Business is the target location for your files. To configure the target location for your file, complete the fields in Download Attachment > Target Repository > OneDrive for Business.
Salesforce	Function: Specifies that Salesforce is the target location for your files. To configure the target location for your file, complete the fields in Download Attachment > Target Repository > Salesforce.
SFTP	Function: Specifies that SFTP is the target location for your files. To configure the target location for your file, complete the fields in Download Attachment > Target Repository > SFTP.
SharePoint	Function: Specifies that SharePoint is the target location for your files. To configure the target location for your file, complete the fields in Download Attachment > Target Repository > SharePoint.