Send Salesforce Email activity

An activity that sends an e-mail using a Salesforce e-mail template.


Send Salesforce E-mail activity

Configure the Send Salesforce E-mail activity

To configure the Send Salesforce E-mail activity, do the procedure in this topic.

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 Send Salesforce Email activity onto your process.

    Send Salesforce Email activity

General Configuration

Specifies the basic settings for the Send Salesforce E-mail 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

Send Salesforce Email Configuration > Salesforce Template

Sets the email template and credentials to send an e-mail with Salesforce.

Figure: Send Salesforce E-mail Configuration > Salesforce Template tab

Send Salesforce E-mail Configuration Salesforce Template tab

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:

Use AgilePoint Email Template

Function:
Uses an AgilePoint e-mail template for your e-mail.
Accepted Values:
Default Value:
Deselected

Template Name

Function:
Specifies the e-mail template to use.
Accepted Values:
An e-mail template name from the list.
Default Value:
None

When you select the Salesforce access token, the Template Name field is completed.

Template ID

Function:
Specifies your e-mail template ID.
Accepted Values:
The ID for your e-mail template.
Default Value:
None

When you select the name of the template from Template Name field, the correct ID shows in this field.

Sender User Name

Function:
Specifies the name of the user from the list to whom to send an email with the Salesforce email template.
Accepted Values:
A valid user name.
Default Value:
None

When you select the Salesforce access token, the user name shows in this field.

Sender User ID

Function:
Specifies a Salesforce user ID for the user.
Accepted Values:
A valid user ID.
Default Value:
None

When you select the user name from the Target User Names field, the ID of the user shows in this field.

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?

Send Salesforce Email Configuration > Email Template tab

Specifies the information for an email sent from Salesforce, such as recipients, subject, body, and priority.

Figure: Send Salesforce E-mail Configuration > E-mail Template tab

Send Salesforce E-mail Configuration E-mail Template tab

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:

Use AgilePoint Email Template

Function:
Uses an AgilePoint e-mail template for your e-mail.
Accepted Values:
Default Value:
Deselected

Select Email Template

Function:
Specifies your e-mail template.
Accepted Values:
An e-mail template from the list.
Default Value:
None
Accepts Process Data Variables:
No

Add New E-mail Template Add New E-mail Template icon

Opens this Screen:
New E-mail Template
Function of this Screen:
Specifies recipients, subject, body, and other aspects of an e-mail template.

Email Template Preview

Function:
Shows a preview of the selected e-mail template.
Accepted Values:
Read only.

Use Signature

Function:
Uses the signature from your e-mail template.