Send Salesforce Email activity

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

Configure the Send Salesforce E-mail activity

To configure the Send Salesforce E-mail 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 Send Salesforce Email activity onto your process.

General Configuration

Specifies the basic settings for the Send Salesforce E-mail 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

Send Salesforce Email Configuration > Salesforce Template

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

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
Use AgilePoint Email Template	Function: Uses an AgilePoint email template for your e-mail. Accepted Values: Selected - Specifies that an AgilePoint E-mail template is used. Opens the E-mail Template tab. Deselected - Specifies that a Salesforce E-mail template is used. Opens the Salesforce Template tab. Default Value: Deselected
Template Name	Function: Specifies the email template to use. Accepted Values: An email 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.

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
Use AgilePoint Email Template	Function: Uses an AgilePoint email template for your e-mail. Accepted Values: Selected - Specifies that an AgilePoint E-mail template is used. Opens the E-mail Template tab. Deselected - Specifies that a Salesforce E-mail template is used. Opens the Salesforce Template tab. Default Value: Deselected
Select Email Template	Function: Specifies your email template. Accepted Values: An e-mail template from the list. Default Value: None Accepts Process Data Variables: No
Add New E-mail Template	Opens this Screen: Email Template Configuration screen Function of this Screen: Specifies recipients, subject, body, and other aspects of an email template.
Email Template Preview	Function: Shows a preview of the selected email template. Accepted Values: Read only.
Use Signature	Function: Uses the signature from your email template.